iShares Russell 2000 Index shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 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 Russell 2000 Index by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $426k | 1.8k | 241.96 |
| 2025-06-30 | $380k | 1.8k | 215.79 |
| 2025-03-31 | $351k | 1.8k | 199.49 |
| 2024-12-31 | $388k | 1.8k | 220.96 |
| 2024-09-30 | $388k | 1.8k | 220.89 |
| 2024-06-30 | $357k | 1.8k | 202.89 |
| 2024-03-31 | $370k | 1.8k | 210.30 |
| 2023-09-30 | $438k | 2.5k | 176.74 |
| 2023-06-30 | $464k | 2.5k | 187.27 |
| 2023-03-31 | $442k | 2.5k | 178.40 |
| 2022-12-31 | $352k | 2.0k | 174.36 |
| 2022-09-30 | $333k | 2.0k | 164.85 |
| 2022-06-30 | $342k | 2.0k | 169.31 |
| 2020-12-31 | $5.0k | 23 | 217.39 |