Convergence Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Convergence Financial’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262K	Buy	1,481 +34	+2%	+$5.6K	0.03%	192
2025 Q4	$243K	Sell	1,447 -795	-35%	-$133K	0.04%	171
2025 Q3	$369K	Hold	2,242	–	–	0.06%	143
2025 Q2	$337K	Sell	2,242 -97	-4%	-$13.1K	0.06%	147
2025 Q1	$297K	Buy	2,339 +28	+1%	+$3.87K	0.06%	136
2024 Q4	$322K	Sell	2,311 -25	-1%	-$3.43K	0.06%	118
2024 Q3	$308K	Sell	2,336 -87	-4%	-$11.1K	0.07%	121
2024 Q2	$309K	Buy	2,423 +309	+15%	+$36.9K	0.08%	120
2024 Q1	$248K	Sell	2,114 -339	-14%	-$37.7K	0.1%	46
2023 Q4	$255K	Buy	+2,453	New	+$242K	0.11%	35

Other funds holding IUSG

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Convergence Financial's IUSG Position: Q1 2026 in Review

Convergence Financial increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.3% in Q1 2026, buying an estimated $5.6K and bringing the position to 1,481 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #192.

Convergence Financial first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $369K in Q3 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Convergence Financial held 1,481 shares of iShares Core S&P US Growth ETF worth $262K as of Q1 2026.
Convergence Financial bought 34 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $5.6K.
iShares Core S&P US Growth ETF made up 0.03% of Convergence Financial's portfolio in Q1 2026, its #192 holding.
Convergence Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 10 quarters since.
Convergence Financial's iShares Core S&P US Growth ETF position peaked at $369K in Q3 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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