Opes Wealth Management LLC
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1766918
MENLO PARK, CA
All Filings in ISCG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCG | $7,050,403 | 128,657 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 ISCG | $7,113,355 | 128,261 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 ISCG | $6,952,386 | 128,013 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 ISCG | $6,322,953 | 127,069 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 ISCG | $5,324,910 | 118,200 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 ISCG | $5,166,641 | 104,461 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 ISCG | $5,113,382 | 104,440 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 ISCG | $4,712,046 | 103,607 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 ISCG | $4,895,205 | 105,115 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 ISCG | $4,727,976 | 107,454 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 ISCG | $4,125,071 | 106,426 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 ISCG | $4,232,102 | 102,200 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 ISCG | $3,686,962 | 94,586 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 ISCG | $2,682,457 | 74,430 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 ISCG | $2,495,173 | 71,990 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 ISCG | $2,464,099 | 69,765 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 ISCG | $2,879,199 | 65,155 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||