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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Opes Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Opes Wealth Management

Apple (AAPL)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Total Usd (IUSB)
Gilead Sciences (GILD)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Opes Wealth Management

Top funds holding iShares Morningstar Small Growth

Bank of America Corporation
Gallagher Fiduciary Advisors
H D Vest Advisory Services
Atria Investments
Colony
Wells Fargo & Company
Matrix Trust
CWM
Steele Capital Management
Opes Wealth Management
Creative Financial Designs
Royal Bank of Canada
Black Diamond Financial
Commonwealth Equity Services
Raymond James Financial Services Advisors

View all funds holding iShares Morningstar Small Growth