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 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

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

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

Opulen Financial Group increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 0.15% in Q2 2026, buying an estimated $367 and bringing the position to 4,026 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #96.

Opulen Financial Group first reported a position in ISCG in Q3 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Opulen Financial Group held 4,026 shares of iShares Morningstar Small-Cap Growth ETF worth $264K as of Q2 2026.
Opulen Financial Group bought 6 iShares Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $367.
iShares Morningstar Small-Cap Growth ETF made up 0.17% of Opulen Financial Group's portfolio in Q2 2026, its #96 holding.
Opulen Financial Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

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