iShares S&P 1500 Index Fund shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $481k | 3.8k | 125.62 |
| 2024-06-30 | $457k | 3.8k | 118.78 |
| 2024-03-31 | $492k | 4.3k | 115.30 |
| 2023-09-30 | $421k | 4.5k | 94.19 |
| 2023-06-30 | $403k | 4.1k | 97.84 |
| 2023-03-31 | $373k | 4.1k | 90.55 |
| 2022-12-31 | $354k | 4.2k | 84.80 |
| 2022-09-30 | $334k | 4.2k | 79.56 |
| 2022-06-30 | $347k | 4.1k | 83.72 |
| 2022-03-31 | $423k | 4.2k | 101.05 |
| 2021-12-31 | $382k | 3.6k | 107.00 |
| 2021-09-30 | $351k | 3.6k | 98.32 |
| 2021-06-30 | $326k | 3.3k | 98.52 |
| 2021-03-31 | $316k | 3.3k | 95.50 |
| 2020-12-31 | $287k | 3.3k | 86.32 |