iShares S&P 500 Growth Index shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 378k | 120.72 |
| 2025-06-30 | $42M | 378k | 110.10 |
| 2025-03-31 | $35M | 374k | 92.83 |
| 2024-12-31 | $37M | 368k | 101.53 |
| 2024-09-30 | $35M | 360k | 95.75 |
| 2024-06-30 | $33M | 361k | 92.54 |
| 2024-03-31 | $31M | 362k | 84.44 |
| 2023-09-30 | $25M | 363k | 68.42 |
| 2023-06-30 | $25M | 358k | 70.48 |
| 2023-03-31 | $23M | 362k | 63.89 |
| 2022-12-31 | $21M | 362k | 58.50 |
| 2022-09-30 | $21M | 370k | 57.85 |
| 2022-06-30 | $23M | 388k | 60.35 |
| 2022-03-31 | $35M | 456k | 76.38 |
| 2021-12-31 | $38M | 453k | 83.67 |
| 2021-09-30 | $33M | 443k | 73.91 |
| 2021-06-30 | $32M | 444k | 72.73 |
| 2021-03-31 | $32M | 456k | 69.82 |
| 2020-12-31 | $5.0k | 72 | 69.44 |