Convergence Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.4M Buy
108,989
+57,826
+113% +$4.24M 0.67% 38
2026
Q1
$3.46M Sell
51,163
-3,098
-6% -$215K 0.37% 49
2025
Q4
$3.58M Sell
54,261
-15,293
-22% -$1M 0.52% 38
2025
Q3
$4.54M Sell
69,554
-2,349
-3% -$151K 0.68% 36
2025
Q2
$4.46M Sell
71,903
-2,619
-4% -$154K 0.77% 31
2025
Q1
$4.35M Sell
74,522
-10,222
-12% -$635K 0.85% 25
2024
Q4
$5.28M Buy
84,744
+17,762
+27% +$1.14M 1.05% 24
2024
Q3
$4.17M Buy
66,982
+3,212
+5% +$194K 0.89% 25
2024
Q2
$3.73M Buy
63,770
+17,887
+39% +$1.05M 0.99% 24
2024
Q1
$2.79M Buy
45,883
+40,278
+719% +$2.28M 1.15% 18
2023
Q4
$311K Sell
5,605
-140
-2% -$7.1K 0.14% 29
2023
Q3
$287K Buy
5,745
+440
+8% +$23.1K 0.17% 25
2023
Q2
$277K Sell
5,305
-415
-7% -$20.6K 0.17% 27
2023
Q1
$286K Buy
5,720
+135
+2% +$6.88K 0.21% 23
2022
Q4
$270K Sell
5,585
-390
-7% -$18.8K 0.24% 22
2022
Q3
$262K Hold
5,975
0.29% 18
2022
Q2
$270K Sell
5,975
-470
-7% -$23.2K 0.28% 18
2022
Q1
$346K Buy
6,445
+265
+4% +$14.1K 0.37% 18
2021
Q4
$350K Buy
+6,180
New +$344K 0.36% 19

Other funds holding IJH

Convergence Financial's IJH Position: Q2 2026 in Review

Convergence Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 113% in Q2 2026, buying an estimated $4.24M and bringing the position to 108,989 shares worth $8.4M. The position accounts for 0.67% of the portfolio, ranked #38.

Convergence Financial first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Convergence Financial held 108,989 shares of iShares Core S&P Mid-Cap ETF worth $8.4M as of Q2 2026.
  • Convergence Financial bought 57,826 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.24M.
  • iShares Core S&P Mid-Cap ETF made up 0.67% of Convergence Financial's portfolio in Q2 2026, its #38 holding.
  • Convergence Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.