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Encompass Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Encompass Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.77M Buy
10,142
+4,925
+94% +$3.76M 1.15% 18
2026
Q2 		$3.91M Sell
5,217
-39
-0.7% -$28.4K 1.19% 18
2026
Q1 		$3.43M Sell
5,256
-169
-3% -$115K 1.19% 18
2025
Q4 		$3.72M Sell
5,425
-15
-0.3% -$10.2K 1.26% 16
2025
Q3 		$3.64M Sell
5,440
-3
-0.1% -$1.93K 1.24% 17
2025
Q2 		$3.38M Buy
5,443
+579
+12% +$332K 1.24% 18
2025
Q1 		$2.73M Buy
4,864
+74
+2% +$43.7K 1.11% 21
2024
Q4 		$2.82M Buy
4,790
+919
+24% +$544K 1.14% 18
2024
Q3 		$2.23M Sell
3,871
-16
-0.4% -$8.9K 0.56% 38
2024
Q2 		$2.13M Sell
3,887
-386
-9% -$203K 0.56% 38
2024
Q1 		$2.25M Sell
4,273
-29
-0.7% -$14.5K 0.6% 31
2023
Q4 		$2.05M Buy
4,302
+165
+4% +$73.9K 0.62% 34
2023
Q3 		$1.78M Sell
4,137
-691
-14% -$309K 0.59% 33
2023
Q2 		$2.15M Sell
4,828
-186
-4% -$78.4K 0.7% 27
2023
Q1 		$2.06M Buy
5,014
+8
+0.2% +$3.21K 0.7% 28
2022
Q4 		$1.92M Buy
5,006
+7
+0.1% +$2.7K 0.7% 28
2022
Q3 		$1.79M Sell
4,999
-748
-13% -$299K 0.68% 30
2022
Q2 		$2.18M Sell
5,747
-1,639
-22% -$674K 0.77% 27
2022
Q1 		$3.35M Buy
7,386
+198
+3% +$88.6K 0.85% 27
2021
Q4 		$3.43M Sell
7,188
-163
-2% -$75.1K 0.83% 27
2021
Q3 		$3.17M Buy
7,351
+9
+0.1% +$3.99K 0.83% 28
2021
Q2 		$3.16M Buy
7,342
+1,233
+20% +$517K 0.78% 30
2021
Q1 		$2.55M Buy
6,109
+399
+7% +$154K 0.65% 35
2020
Q4 		$2.14M Buy
+5,710
New +$2.03M 1.23% 18

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Encompass Wealth Advisors's IVV Position: Q3 2026 in Review

Encompass Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 94% in Q3 2026, buying an estimated $3.76M and bringing the position to 10,142 shares worth $7.77M. The position accounts for 1.15% of the portfolio, ranked #18.

Encompass Wealth Advisors first reported a position in IVV in Q4 2020 and has held it in 24 quarters since. 1,043 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Encompass Wealth Advisors held 10,142 shares of iShares Core S&P 500 ETF worth $7.77M as of Q3 2026.
  • Encompass Wealth Advisors bought 4,925 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $3.76M.
  • iShares Core S&P 500 ETF made up 1.15% of Encompass Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • Encompass Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,043 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.