Encompass Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Encompass Wealth Advisors, LLC

  • $289 Million
  • Q3 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 5,309 shares of IWR stock, worth $502,337. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,309
Previous 5,309 -0.0%
Holding current value
$502,337
Previous $488,000 4.92%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jul 16, 2025
BUY
$74.88 - $91.97 $973 - $1,195
13 Added 0.25%
5,309 $488,000
Q1 2025

Apr 22, 2025
BUY
$82.81 - $92.93 $3,892 - $4,367
47 Added 0.9%
5,296 $450,000
Q1 2024

May 10, 2024
BUY
$75.37 - $84.09 $9,044 - $10,090
120 Added 2.34%
5,249 $441,000
Q4 2023

Feb 13, 2024
SELL
$64.84 - $78.27 $122,677 - $148,086
-1,892 Reduced 26.95%
5,129 $398,000
Q1 2023

May 04, 2023
BUY
$66.27 - $75.04 $83,500 - $94,550
1,260 Added 21.87%
7,021 $490,000
Q2 2022

Aug 03, 2022
BUY
$62.75 - $78.76 $361,502 - $453,736
5,761 New
5,761 $373,000

Others Institutions Holding IWR

# of Institutions
1,639
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email