iShares Morningstar Small Growth shares owned by Opes Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in iShares Morningstar Small Growth
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Quarterly reported holdings in iShares Morningstar Small Growth by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 128k | 54.31 |
| 2025-06-30 | $6.3M | 127k | 49.76 |
| 2024-12-31 | $5.2M | 105k | 49.46 |
| 2024-09-30 | $5.1M | 104k | 48.96 |
| 2024-06-30 | $4.7M | 104k | 45.48 |
| 2024-03-31 | $4.9M | 105k | 46.57 |
| 2023-12-31 | $4.7M | 108k | 44.00 |
| 2023-09-30 | $4.1M | 106k | 38.76 |
| 2023-06-30 | $4.2M | 102k | 41.41 |
| 2023-03-31 | $3.7M | 95k | 38.98 |
| 2022-12-31 | $2.7M | 74k | 36.04 |
| 2022-09-30 | $2.5M | 72k | 34.66 |
| 2022-06-30 | $2.5M | 70k | 35.32 |
| 2022-03-31 | $2.9M | 65k | 44.19 |
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