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Convergence Financial »

iShares S&P SmallCap 600 Index shares owned by Convergence Financial

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Convergence Financial

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$4.7M	39k	120.18
2025-09-30	$2.8M	24k	118.83
2025-06-30	$2.1M	19k	109.29
2025-03-31	$1.8M	18k	104.57

More positions owned by Convergence Financial

Spdr Series Trust State Street Spd (SPYG)

Spdr Series Trust State Street Spd (SPYV)

Spdr Series Trust State Street Spd (SPAB)

Spdr Series Trust State Street Spd (BIL)

Spdr Series Trust State Street Spd (MDYV)

J P Morgan Exchange Traded F Active Value Etf (JAVA)

Spdr Series Trust State Street Spd (MDYG)

Ishares Tr Msci Usa Mmentm (MTUM)

Simplify Exchange Traded Fun Mbs Etf (MTBA)

Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)

Spdr Series Trust State Street Spd (SLYV)

Spdr Series Trust State Street Spd (SLYG)

Select Sector Spdr Tr State Street Tec (XLK)

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Convergence Financial

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