iShares Russell 1000 Index shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $338k | 1.1k | 314.39 |
| 2024-06-30 | $320k | 1.1k | 297.54 |
| 2024-03-31 | $310k | 1.1k | 288.03 |
| 2023-09-30 | $263k | 1.1k | 234.91 |
| 2023-06-30 | $283k | 1.2k | 243.74 |
| 2023-03-31 | $261k | 1.2k | 225.23 |
| 2022-12-31 | $244k | 1.2k | 210.52 |
| 2022-09-30 | $229k | 1.2k | 197.41 |
| 2022-06-30 | $241k | 1.2k | 207.76 |
| 2022-03-31 | $290k | 1.2k | 250.00 |
| 2021-12-31 | $307k | 1.2k | 264.66 |
| 2021-09-30 | $280k | 1.2k | 241.38 |
| 2021-06-30 | $290k | 1.2k | 241.67 |
| 2021-03-31 | $281k | 1.2k | 234.17 |
| 2020-12-31 | $192k | 905 | 212.15 |