Convergence Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Convergence Financial's ITOT Position: Q2 2026 in Review
Convergence Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 100% in Q2 2026, buying an estimated $1.54M and bringing the position to 19,466 shares worth $3.2M. The position accounts for 0.25% of the portfolio, ranked #61.
Convergence Financial first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Convergence Financial held 19,466 shares of iShares Core S&P Total US Stock Market ETF worth $3.2M as of Q2 2026.
- Convergence Financial bought 9,720 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.54M.
- iShares Core S&P Total US Stock Market ETF made up 0.25% of Convergence Financial's portfolio in Q2 2026, its #61 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 7 quarters since.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.