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

Opulen Financial Group’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 Q3	$247K	Buy	4,034 +8	+0.2%	+$508	0.15%	101
2026 Q2	$264K	Buy	4,026 +6	+0.1%	+$367	0.17%	96
2026 Q1	$220K	Buy	4,020 +6	+0.1%	+$345	0.16%	104
2025 Q4	$223K	Buy	4,014 +8	+0.2%	+$442	0.16%	99
2025 Q3	$218K	Buy	+4,006	New	+$209K	0.16%	99

Other funds holding ISCG

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 26.69% 1-Year Est. Return

Opulen Financial Group's ISCG Position: Q3 2026 in Review

Opulen Financial Group increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.2% in Q3 2026, buying an estimated $508 and bringing the position to 4,034 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #101.

Opulen Financial Group first reported a position in ISCG in Q3 2025 and has held it in 5 quarters since. The position peaked at $264K in Q2 2026. 42 funds tracked by Wall St. Rank hold ISCG as of Q3 2026.

Opulen Financial Group held 4,034 shares of iShares Morningstar Small-Cap Growth ETF worth $247K as of Q3 2026.
Opulen Financial Group bought 8 iShares Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $508.
iShares Morningstar Small-Cap Growth ETF made up 0.15% of Opulen Financial Group's portfolio in Q3 2026, its #101 holding.
Opulen Financial Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
Opulen Financial Group's iShares Morningstar Small-Cap Growth ETF position peaked at $264K in Q2 2026.
42 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Opulen Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.