iShares S&P 500 Index shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 5.4k | 669.25 |
| 2025-06-30 | $3.4M | 5.4k | 620.86 |
| 2025-03-31 | $2.7M | 4.9k | 561.88 |
| 2024-12-31 | $2.8M | 4.8k | 588.63 |
| 2024-09-30 | $2.2M | 3.9k | 576.86 |
| 2024-06-30 | $2.1M | 3.9k | 547.27 |
| 2024-03-31 | $2.2M | 4.3k | 525.72 |
| 2023-09-30 | $1.8M | 4.1k | 429.46 |
| 2023-06-30 | $2.2M | 4.8k | 445.72 |
| 2023-03-31 | $2.1M | 5.0k | 411.12 |
| 2022-12-31 | $1.9M | 5.0k | 384.19 |
| 2022-09-30 | $1.8M | 5.0k | 358.67 |
| 2022-06-30 | $2.2M | 5.7k | 379.15 |
| 2022-03-31 | $3.4M | 7.4k | 453.70 |
| 2021-12-31 | $3.4M | 7.2k | 477.05 |
| 2021-09-30 | $3.2M | 7.4k | 430.69 |
| 2021-06-30 | $3.2M | 7.3k | 429.86 |
| 2021-03-31 | $2.5M | 6.1k | 417.42 |
| 2020-12-31 | $1.1M | 2.8k | 375.18 |