Encompass Wealth Advisors »

iShares S&P Global 100 Index shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global 100 Index by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $245k 3.3k 73.24
2023-06-30 $254k 3.3k 76.06
2023-03-31 $234k 3.3k 70.06
2022-12-31 $214k 3.3k 64.05
2020-12-31 $210k 3.3k 62.87

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding iShares S&P Global 100 Index

Old National Trust Company
Amplius Wealth Advisors
Bank of America Corporation
Waddell & Associates
UBS Group
Beaumont Financial Advisors
Raymond James & Associates
Royal Bank of Canada
H D Vest Advisory Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Advisor Group Holdings
Commonwealth Equity Services
Sigma Planning
Kaye Capital Management

View all funds holding iShares S&P Global 100 Index