EWA
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Encompass Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Encompass Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.4M Sell
148,244
-208
-0.1% -$26.4K 6.41% 4
2025
Q4 		$17.8M Buy
148,452
+3,430
+2% +$410K 6.07% 4
2025
Q3 		$17.2M Buy
145,022
+3,207
+2% +$369K 5.87% 4
2025
Q2 		$15.5M Buy
141,815
+5,544
+4% +$573K 5.68% 4
2025
Q1 		$14.2M Buy
136,271
+4,364
+3% +$492K 5.8% 4
2024
Q4 		$15.2M Buy
131,907
+4,926
+4% +$589K 6.14% 4
2024
Q3 		$14.9M Buy
126,981
+1,847
+1% +$209K 3.72% 4
2024
Q2 		$13.3M Buy
125,134
+1,272
+1% +$136K 3.54% 4
2024
Q1 		$13.7M Buy
123,862
+1,990
+2% +$211K 3.63% 4
2023
Q4 		$13.2M Buy
121,872
+4,872
+4% +$470K 3.96% 4
2023
Q3 		$11M Buy
117,000
+4,507
+4% +$450K 3.67% 5
2023
Q2 		$11.2M Sell
112,493
-308
-0.3% -$29.3K 3.65% 5
2023
Q1 		$10.9M Buy
112,801
+1,162
+1% +$116K 3.71% 5
2022
Q4 		$10.6M Sell
111,639
-2,098
-2% -$201K 3.85% 5
2022
Q3 		$9.92M Sell
113,737
-4,844
-4% -$471K 3.77% 5
2022
Q2 		$11M Sell
118,581
-18,088
-13% -$1.8M 3.88% 5
2022
Q1 		$14.7M Buy
136,669
+1,224
+0.9% +$132K 3.72% 5
2021
Q4 		$15.5M Buy
135,445
+6,942
+5% +$791K 3.77% 4
2021
Q3 		$14M Sell
128,503
-313
-0.2% -$34.5K 3.66% 6
2021
Q2 		$14.6M Sell
128,816
-5,214
-4% -$582K 3.58% 6
2021
Q1 		$14.7M Buy
134,030
+30,616
+30% +$3.2M 3.75% 5
2020
Q4 		$9.5M Buy
+103,414
New +$8.5M 5.47% 4

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Encompass Wealth Advisors's IJR Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.14% in Q1 2026, selling an estimated $26.4K and leaving 148,244 shares worth $18.4M. The position accounts for 6.41% of the portfolio, ranked #4.

Encompass Wealth Advisors first reported a position in IJR in Q4 2020 and has held it in 22 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Encompass Wealth Advisors held 148,244 shares of iShares Core S&P Small-Cap ETF worth $18.4M as of Q1 2026.
  • Encompass Wealth Advisors sold 208 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $26.4K.
  • iShares Core S&P Small-Cap ETF made up 6.41% of Encompass Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Encompass Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.