Convergence Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,666	Closed	-$235K	–	166
2024 Q3	$235K	Buy	+2,666	New	+$235K	0.05%	144