Opulen Financial Group’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Opulen Financial Group’s Portfolio ISCB Stock Details ISCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$403K	Buy	6,198 +17	+0.3%	+$1.15K	0.28%	69
2025 Q4	$402K	Sell	6,181 -538	-8%	-$34.6K	0.29%	69
2025 Q3	$426K	Sell	6,719 -798	-11%	-$48.9K	0.32%	61
2025 Q2	$438K	Sell	7,517 -868	-10%	-$47.4K	0.36%	59
2025 Q1	$454K	Buy	8,385 +11	+0.1%	+$642	0.41%	56
2024 Q4	$491K	Buy	+8,374	New	+$506K	0.45%	52

Other funds holding ISCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Opulen Financial Group's ISCB Position: Q1 2026 in Review

Opulen Financial Group increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.28% in Q1 2026, buying an estimated $1.15K and bringing the position to 6,198 shares worth $403K. The position accounts for 0.28% of the portfolio, ranked #69.

Opulen Financial Group first reported a position in ISCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $491K in Q4 2024. 86 funds tracked by Wall St. Rank hold ISCB as of Q1 2026.

Opulen Financial Group held 6,198 shares of iShares Morningstar Small-Cap ETF worth $403K as of Q1 2026.
Opulen Financial Group bought 17 iShares Morningstar Small-Cap ETF shares in Q1 2026, an estimated $1.15K.
iShares Morningstar Small-Cap ETF made up 0.28% of Opulen Financial Group's portfolio in Q1 2026, its #69 holding.
Opulen Financial Group first reported a position in iShares Morningstar Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Opulen Financial Group's iShares Morningstar Small-Cap ETF position peaked at $491K in Q4 2024.
86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.