Convergence Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Convergence Financial’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$849K	Buy	1,296 +41	+3%	+$28K	0.09%	113
2025 Q4	$860K	Sell	1,255 -4	-0.3%	-$2.72K	0.13%	87
2025 Q3	$843K	Sell	1,259 -3	-0.2%	-$1.93K	0.13%	94
2025 Q2	$784K	Buy	1,262 +35	+3%	+$20.1K	0.13%	89
2025 Q1	$689K	Sell	1,227 -4	-0.3%	-$2.36K	0.14%	86
2024 Q4	$724K	Sell	1,231 -13	-1%	-$7.7K	0.14%	73
2024 Q3	$718K	Sell	1,244 -289	-19%	-$161K	0.15%	75
2024 Q2	$839K	Buy	1,533 +349	+29%	+$184K	0.22%	60
2024 Q1	$622K	Sell	1,184 -23	-2%	-$11.5K	0.26%	27
2023 Q4	$577K	Buy	1,207 +23	+2%	+$10.3K	0.26%	22
2023 Q3	$508K	Sell	1,184 -4	-0.3%	-$1.79K	0.3%	17
2023 Q2	$530K	Sell	1,188 -46	-4%	-$19.4K	0.33%	19
2023 Q1	$507K	Sell	1,234 -191	-13%	-$76.6K	0.37%	17
2022 Q4	$547K	Buy	1,425 +32	+2%	+$12.3K	0.48%	16
2022 Q3	$500K	Hold	1,393	–	–	0.55%	13
2022 Q2	$528K	Sell	1,393 -25	-2%	-$10.3K	0.55%	14
2022 Q1	$643K	Hold	1,418	–	–	0.69%	11
2021 Q4	$676K	Buy	+1,418	New	+$653K	0.7%	12

Other funds holding IVV

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

Convergence Financial's IVV Position: Q1 2026 in Review

Convergence Financial increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q1 2026, buying an estimated $28K and bringing the position to 1,296 shares worth $849K. The position accounts for 0.09% of the portfolio, ranked #113.

Convergence Financial first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $860K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Convergence Financial held 1,296 shares of iShares Core S&P 500 ETF worth $849K as of Q1 2026.
Convergence Financial bought 41 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $28K.
iShares Core S&P 500 ETF made up 0.09% of Convergence Financial's portfolio in Q1 2026, its #113 holding.
Convergence Financial first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Convergence Financial's iShares Core S&P 500 ETF position peaked at $860K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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