Convergence Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Convergence Financial’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$257K	Buy	1,193 +131	+12%	+$28.7K	0.03%	194
2025 Q4	$223K	Hold	1,062	–	–	0.03%	177
2025 Q3	$216K	Sell	1,062 -35	-3%	-$6.96K	0.03%	176
2025 Q2	$213K	Buy	+1,097	New	+$203K	0.04%	175
2024 Q4	–	Sell	-1,062	Closed	-$202K	–	165
2024 Q3	$202K	Buy	+1,062	New	+$193K	0.04%	156

Other funds holding IWD

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Convergence Financial's IWD Position: Q1 2026 in Review

Convergence Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q1 2026, buying an estimated $28.7K and bringing the position to 1,193 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #194.

Convergence Financial first reported a position in IWD in Q3 2024 and has held it in 5 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Convergence Financial held 1,193 shares of iShares Russell 1000 Value ETF worth $257K as of Q1 2026.
Convergence Financial bought 131 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $28.7K.
iShares Russell 1000 Value ETF made up 0.03% of Convergence Financial's portfolio in Q1 2026, its #194 holding.
Convergence Financial first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 5 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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