Convergence Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
Convergence Financial's IWD Position: Q2 2026 in Review
Convergence Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 89% in Q2 2026, buying an estimated $247K and bringing the position to 2,255 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #165.
Convergence Financial first reported a position in IWD in Q3 2024 and has held it in 6 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Convergence Financial held 2,255 shares of iShares Russell 1000 Value ETF worth $547K as of Q2 2026.
- Convergence Financial bought 1,062 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $247K.
- iShares Russell 1000 Value ETF made up 0.04% of Convergence Financial's portfolio in Q2 2026, its #165 holding.
- Convergence Financial first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 6 quarters since.
- 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.