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 Q2	$469K	Buy	6,216 +18	+0.3%	+$1.28K	0.3%	71
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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $3.16B AUM 29.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Opulen Financial Group's ISCB Position: Q2 2026 in Review

Opulen Financial Group increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.29% in Q2 2026, buying an estimated $1.28K and bringing the position to 6,216 shares worth $469K. The position accounts for 0.3% of the portfolio, ranked #71.

Opulen Financial Group first reported a position in ISCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $491K in Q4 2024. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Opulen Financial Group held 6,216 shares of iShares Morningstar Small-Cap ETF worth $469K as of Q2 2026.
Opulen Financial Group bought 18 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.28K.
iShares Morningstar Small-Cap ETF made up 0.3% of Opulen Financial Group's portfolio in Q2 2026, its #71 holding.
Opulen Financial Group first reported a position in iShares Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Opulen Financial Group's iShares Morningstar Small-Cap ETF position peaked at $491K in Q4 2024.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.