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iShares Morningstar Small Growth shares owned by Opal Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Opal Wealth Advisors from 13F filings

Historical chart of Opal Wealth Advisors investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $172k 3.1k 54.80
2025-06-30 $157k 3.1k 49.76
2025-03-31 $142k 3.1k 45.05
2024-06-30 $143k 3.1k 45.48

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Vanguard Index Fds Sm Cp Val Etf (VBR)
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Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Opal Wealth Advisors

Top funds holding iShares Morningstar Small Growth

Colony
LPL Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Gallagher Fiduciary Advisors
Atria Investments
CWM
Black Diamond Financial
Matrix Trust
Steele Capital Management
UBS Group
Raymond James Financial
Wells Fargo & Company
Ameriprise Financial

View all funds holding iShares Morningstar Small Growth