Encompass Wealth Advisors
IVW icon

Encompass Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Encompass Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$105M Buy
739,776
+371,333
+101% +$51.5M 15.56% 1
2026
Q2 		$50.7M Sell
368,443
-3,804
-1% -$502K 15.43% 1
2026
Q1 		$42.1M Sell
372,247
-1,677
-0.4% -$202K 14.65% 1
2025
Q4 		$46.1M Sell
373,924
-4,162
-1% -$509K 15.68% 1
2025
Q3 		$45.6M Buy
378,086
+573
+0.2% +$65.9K 15.54% 1
2025
Q2 		$41.6M Buy
377,513
+3,704
+1% +$367K 15.24% 1
2025
Q1 		$34.7M Buy
373,809
+6,245
+2% +$630K 14.12% 1
2024
Q4 		$37.3M Buy
367,564
+7,349
+2% +$733K 15.07% 1
2024
Q3 		$34.5M Sell
360,215
-1,177
-0.3% -$109K 8.63% 1
2024
Q2 		$33.4M Sell
361,392
-407
-0.1% -$35.1K 8.86% 1
2024
Q1 		$30.6M Sell
361,799
-1,227
-0.3% -$98.6K 8.11% 1
2023
Q4 		$27.3M Buy
363,026
+265
+0.1% +$18.9K 8.18% 1
2023
Q3 		$24.8M Buy
362,761
+4,335
+1% +$307K 8.26% 1
2023
Q2 		$25.3M Sell
358,426
-3,678
-1% -$243K 8.22% 1
2023
Q1 		$23.1M Buy
362,104
+81
+0% +$4.95K 7.87% 1
2022
Q4 		$21.2M Sell
362,023
-7,546
-2% -$453K 7.72% 1
2022
Q3 		$21.4M Sell
369,569
-18,508
-5% -$1.2M 8.13% 1
2022
Q2 		$23.4M Sell
388,077
-67,570
-15% -$4.47M 8.28% 1
2022
Q1 		$34.8M Buy
455,647
+2,384
+0.5% +$179K 8.78% 1
2021
Q4 		$37.9M Buy
453,263
+10,129
+2% +$816K 9.23% 1
2021
Q3 		$32.8M Sell
443,134
-1,222
-0.3% -$93.2K 8.54% 1
2021
Q2 		$32.3M Sell
444,356
-11,316
-2% -$783K 7.95% 1
2021
Q1 		$31.8M Buy
455,672
+108,226
+31% +$7M 8.11% 1
2020
Q4 		$22.2M Buy
+347,446
New +$21.1M 12.77% 1

Other funds holding IVW

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

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

Encompass Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 101% in Q3 2026, buying an estimated $51.5M and bringing the position to 739,776 shares worth $105M. The position accounts for 15.56% of the portfolio, ranked #1.

Encompass Wealth Advisors first reported a position in IVW in Q4 2020 and has held it in 24 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Encompass Wealth Advisors held 739,776 shares of iShares S&P 500 Growth ETF worth $105M as of Q3 2026.
  • Encompass Wealth Advisors bought 371,333 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $51.5M.
  • iShares S&P 500 Growth ETF made up 15.56% of Encompass Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • Encompass Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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