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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$438K	Sell	7,517 -868	-10%	-$50.6K	0.36%	59
2025 Q1	$454K	Buy	8,385 +11	+0.1%	+$596	0.41%	56
2024 Q4	$491K	Buy	+8,374	New	+$491K	0.45%	52