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

Convergence Financial’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,666
Closed -$235K – 166
2024
Q3 		$235K Buy
+2,666
New +$225K 0.05% 145

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PNC Financial Services Group
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Northern Trust
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Baird Financial Group
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Morgan Stanley
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Bank of New York Mellon
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Convergence Financial's IWR Position: Q4 2024 in Review

Convergence Financial sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 2,666 shares — an estimated $235K sold.

Convergence Financial first reported a position in IWR in Q3 2024 and held it in 1 quarter. The position peaked at $235K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

  • Convergence Financial reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Convergence Financial sold 2,666 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $235K.
  • Convergence Financial first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Convergence Financial's iShares Russell Mid-Cap ETF position peaked at $235K in Q3 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

Based on Convergence Financial's 13F filing for Q4 2024, filed 5 Feb 2025.