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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Encompass Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, selling an estimated $502K and leaving 368,443 shares worth $50.7M. The position accounts for 15.43% of the portfolio, ranked #1.

Encompass Wealth Advisors first reported a position in IVW in Q4 2020 and has held it in 23 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Encompass Wealth Advisors held 368,443 shares of iShares S&P 500 Growth ETF worth $50.7M as of Q2 2026.
Encompass Wealth Advisors sold 3,804 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $502K.
iShares S&P 500 Growth ETF made up 15.43% of Encompass Wealth Advisors's portfolio in Q2 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 23 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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