iShares S&P 500 Value Index shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value 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 500 Value Index by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 171k | 206.51 |
| 2025-06-30 | $33M | 167k | 195.42 |
| 2025-03-31 | $31M | 162k | 190.58 |
| 2024-12-31 | $30M | 156k | 190.88 |
| 2024-09-30 | $30M | 150k | 197.17 |
| 2024-06-30 | $27M | 150k | 182.01 |
| 2024-03-31 | $28M | 148k | 186.81 |
| 2023-09-30 | $22M | 144k | 153.84 |
| 2023-06-30 | $23M | 141k | 161.19 |
| 2023-03-31 | $21M | 141k | 151.76 |
| 2022-12-31 | $20M | 141k | 145.07 |
| 2022-09-30 | $18M | 144k | 128.52 |
| 2022-06-30 | $21M | 150k | 137.46 |
| 2022-03-31 | $28M | 179k | 155.72 |
| 2021-12-31 | $27M | 175k | 156.63 |
| 2021-09-30 | $23M | 161k | 145.42 |
| 2021-06-30 | $24M | 159k | 147.64 |
| 2021-03-31 | $25M | 168k | 146.00 |
| 2020-12-31 | $5.0k | 37 | 135.14 |