Convergence Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Convergence Financial's IJH Position: Q1 2026 in Review
Convergence Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q1 2026, selling an estimated $215K and leaving 51,163 shares worth $3.46M. The position accounts for 0.37% of the portfolio, ranked #49.
Convergence Financial first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.28M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Convergence Financial held 51,163 shares of iShares Core S&P Mid-Cap ETF worth $3.46M as of Q1 2026.
- Convergence Financial sold 3,098 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $215K.
- iShares Core S&P Mid-Cap ETF made up 0.37% of Convergence Financial's portfolio in Q1 2026, its #49 holding.
- Convergence Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
- Convergence Financial's iShares Core S&P Mid-Cap ETF position peaked at $5.28M in Q4 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.