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
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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
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Quarterly reported holdings in iShares S&P Global 100 Index by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $331k | 3.3k | 99.16 |
| 2024-06-30 | $323k | 3.3k | 96.58 |
| 2024-03-31 | $299k | 3.3k | 89.41 |
| 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 |