Convergence Financial’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Convergence Financial’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$283K	Buy	+1,766	New	+$302K	0.04%	223

Other funds holding IJT

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Convergence Financial's IJT Position: Q3 2026 in Review

Convergence Financial opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2026: 1,766 shares worth $283K. The stake represents 0.04% of the portfolio and ranks #223 among its holdings.

338 funds tracked by Wall St. Rank hold IJT as of Q3 2026.

Convergence Financial held 1,766 shares of iShares S&P Small-Cap 600 Growth ETF worth $283K as of Q3 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Convergence Financial position in Q3 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.04% of Convergence Financial's portfolio in Q3 2026, its #223 holding.
338 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.