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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Encompass Wealth Advisors's IVV Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.74% in Q2 2026, selling an estimated $28.4K and leaving 5,217 shares worth $3.91M. The position accounts for 1.19% of the portfolio, ranked #18.

Encompass Wealth Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Encompass Wealth Advisors held 5,217 shares of iShares Core S&P 500 ETF worth $3.91M as of Q2 2026.
  • Encompass Wealth Advisors sold 39 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $28.4K.
  • iShares Core S&P 500 ETF made up 1.19% of Encompass Wealth Advisors's portfolio in Q2 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 23 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.