iShares S&P 500 Index shares owned by Encompass More Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Encompass More Asset Management
from 13F filings
Historical chart of Encompass More Asset Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Encompass More Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Encompass More Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 6.6k | 669.30 |
| 2025-06-30 | $4.3M | 6.9k | 620.90 |
| 2025-03-31 | $3.3M | 5.9k | 561.90 |
| 2024-12-31 | $3.1M | 5.2k | 588.68 |
| 2024-03-31 | $973k | 1.9k | 525.73 |
| 2023-12-31 | $658k | 1.4k | 477.63 |
More positions owned by Encompass More Asset Management
View all positions for Encompass More Asset Management