IDEV — ISHARES TR

Ownership history in Convergence Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Convergence Financial, LLC reported a position in ISHARES TR (IDEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.44% (2025 Q4)
Avg. % of fund
1.4%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 119,357 +6,089 +5.4% 1.44% $9.8M $82.48
2025 Q3 INITIATED 113,268 — — 1.36% $9.1M $78.70
% of Fund (quarterly)    IDEV price (monthly, adj. close)

Other funds also holding IDEV

As of 2025 Q4 — sorted by position size

Heritage Financial Services, LLC 3Y 22.57% AAF Wealth Management, LLC 3Y 14.6% TFC Financial Management, Inc. 3Y 14.49% Veery Capital, LLC 3Y 9.96% Accelerate Investment Advisors LLC 9.89% Mann Financial Group, Inc. 9.39% RIVERSEDGE ADVISORS, LLC 3Y 9.12% Standpoint Asset Management, LLC 3Y 8.85% Kondo Wealth Advisors, Inc. 8.64% Hi-Line Capital Management, LLC 3Y 8.58%
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