Opal Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Opal Wealth Advisors’s Portfolio ISCG Stock Details ISCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Hold	3,146	–	–	0.04%	209
2026 Q1	$172K	Buy	+3,146	New	+$181K	0.04%	226
2025 Q3	–	Sell	-3,146	Closed	-$157K	–	362
2025 Q2	$157K	Hold	3,146	–	–	0.04%	218
2025 Q1	$142K	Buy	+3,146	New	+$154K	0.04%	224
2024 Q3	–	Sell	-3,146	Closed	-$143K	–	678
2024 Q2	$143K	Buy	+3,146	New	+$142K	0.05%	224

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Opal Wealth Advisors's ISCG Position: Q2 2026 in Review

Opal Wealth Advisors held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q2 2026 at 3,146 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #209.

Opal Wealth Advisors first reported a position in ISCG in Q2 2024 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Opal Wealth Advisors held 3,146 shares of iShares Morningstar Small-Cap Growth ETF worth $206K as of Q2 2026.
Opal Wealth Advisors left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up 0.04% of Opal Wealth Advisors's portfolio in Q2 2026, its #209 holding.
Opal Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 5 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.