Encompass Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Encompass Wealth Advisors, LLC

  • $289 Million
  • Q3 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 1,761 shares of IWM stock, worth $418,202. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,761
Previous 1,761 -0.0%
Holding current value
$418,202
Previous $380,000 12.11%
% of portfolio
0.15%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$174.82 - $215.79 $524 - $647
3 Added 0.17%
1,761 $380,000
Q1 2024

May 10, 2024
SELL
$189.48 - $210.3 $1,894 - $2,103
-10 Reduced 0.57%
1,758 $369,000
Q4 2023

Feb 13, 2024
SELL
$162.21 - $204.82 $115,493 - $145,831
-712 Reduced 28.71%
1,768 $354,000
Q1 2023

May 04, 2023
BUY
$170.25 - $198.32 $78,315 - $91,227
460 Added 22.77%
2,480 $442,000
Q2 2022

Aug 03, 2022
BUY
$163.9 - $207.91 $331,078 - $419,978
2,020 New
2,020 $342,000
Q1 2021

May 25, 2021
SELL
$193.5 - $234.42 $4,450 - $5,391
-23 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$152.18 - $199.14 $3,500 - $4,580
23 New
23 $5,000

Others Institutions Holding IWM

# of Institutions
3,027
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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