Encompass Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Encompass Wealth Advisors, LLC

$289 Million
Q3 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 1,060 shares of IWB stock, worth $389,952. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,060

Previous 1,060 -0.0%

Holding current value

$389,952

Previous $359,000 7.8%

% of portfolio

0.13%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$272.36 - $339.57 $4,085 - $5,093	-15 Reduced 1.4%	1,060 $359,000
Q1 2024 May 10, 2024	SELL	$257.46 - $288.1 $11,585 - $12,964	-45 Reduced 4.02%	1,075 $309,000
Q3 2023 Nov 07, 2023	SELL	$234.05 - $252.17 $9,362 - $10,086	-40 Reduced 3.45%	1,120 $263,000
Q3 2021 Nov 16, 2021	SELL	$239.32 - $255.42 $9,572 - $10,216	-40 Reduced 3.33%	1,160 $280,000
Q1 2021 May 25, 2021	BUY	$208.89 - $225.24 $61,622 - $66,445	295 Added 32.6%	1,200 $281,000

Q4 2020 Mar 09, 2021	SELL	$182.85 - $211.84 $53,940 - $62,492	-295 Reduced 24.58%	905 $192,000
Q4 2020 Mar 09, 2021	BUY	$182.85 - $211.84 $219,420 - $254,208	1,200 New	1,200 $254,000

Others Institutions Holding IWB

# of Institutions

1,623

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Account

Encompass Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History