Convergence Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Convergence Financial’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Sell	9,746 -7,311	-43%	-$1.09M	0.15%	82
2025 Q4	$2.54M	Buy	17,057 +1,046	+7%	+$154K	0.37%	47
2025 Q3	$2.33M	Sell	16,011 -2,490	-13%	-$349K	0.35%	46
2025 Q2	$2.5M	Buy	18,501 +6,234	+51%	+$778K	0.43%	44
2025 Q1	$1.5M	Buy	12,267 +10,483	+588%	+$1.35M	0.29%	55
2024 Q4	$229K	Buy	+1,784	New	+$231K	0.05%	149

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Convergence Financial's ITOT Position: Q1 2026 in Review

Convergence Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 43% in Q1 2026, selling an estimated $1.09M and leaving 9,746 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #82.

Convergence Financial first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.54M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Convergence Financial held 9,746 shares of iShares Core S&P Total US Stock Market ETF worth $1.39M as of Q1 2026.
Convergence Financial sold 7,311 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.09M.
iShares Core S&P Total US Stock Market ETF made up 0.15% of Convergence Financial's portfolio in Q1 2026, its #82 holding.
Convergence Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
Convergence Financial's iShares Core S&P Total US Stock Market ETF position peaked at $2.54M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.