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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$213K	Buy	+1,097	New	+$213K	0.04%	174
2024 Q4	–	Sell	-1,062	Closed	-$202K	–	165
2024 Q3	$202K	Buy	+1,062	New	+$202K	0.04%	155