Convergence Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
Other funds holding IUSG
MFG
BTI
Convergence Financial's IUSG Position: Q2 2026 in Review
Convergence Financial increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.5% in Q2 2026, buying an estimated $3.97K and bringing the position to 1,503 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #224.
Convergence Financial first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $369K in Q3 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.
- Convergence Financial held 1,503 shares of iShares Core S&P US Growth ETF worth $283K as of Q2 2026.
- Convergence Financial bought 22 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.97K.
- iShares Core S&P US Growth ETF made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #224 holding.
- Convergence Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
- Convergence Financial's iShares Core S&P US Growth ETF position peaked at $369K in Q3 2025.
- 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.