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
2025 Q3	$369K	Hold
2025 Q2	$337K	Sell
2025 Q1	$297K	Buy
2024 Q4	$322K	Sell
2024 Q3	$308K	Sell
2024 Q2	$309K	Buy
2024 Q1	$248K	Sell
2023 Q4	$255K	Buy