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iShares Russell 2000 Index shares owned by Opes Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Opes Wealth Management from 13F filings

Historical chart of Opes Wealth Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index 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 Russell 2000 Index by Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $205k 926 220.89
2024-03-31 $210k 998 210.30

More positions owned by Opes Wealth Management

Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Total Usd (IUSB)
Gilead Sciences (GILD)
Schwab Strategic Tr Fundamental Us B (FNDB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Opes Wealth Management

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Tudor Investment Corporation
Wells Fargo & Company
Millennium Management
Citigroup
Goldman Sachs Group
UBS Group
Royal Bank of Canada
Nomura Holdings
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers

View all funds holding iShares Russell 2000 Index