Encompass Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Encompass Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$412K	Sell	1,005 -15	-1%	-$5.95K	0.13%	71
2026 Q1	$364K	Sell	1,020 -25	-2%	-$9.32K	0.13%	72
2025 Q4	$390K	Sell	1,045 -15	-1%	-$5.56K	0.13%	72
2025 Q3	$387K	Hold	1,060	–	–	0.13%	79
2025 Q2	$360K	Sell	1,060 -15	-1%	-$4.71K	0.13%	80
2025 Q1	$330K	Hold	1,075	–	–	0.13%	75
2024 Q4	$346K	Hold	1,075	–	–	0.14%	78
2024 Q3	$338K	Hold	1,075	–	–	0.08%	182
2024 Q2	$320K	Hold	1,075	–	–	0.08%	179
2024 Q1	$310K	Sell	1,075 -45	-4%	-$12.3K	0.08%	192
2023 Q4	$294K	Hold	1,120	–	–	0.09%	171
2023 Q3	$263K	Sell	1,120 -40	-3%	-$9.79K	0.09%	167
2023 Q2	$283K	Hold	1,160	–	–	0.09%	167
2023 Q1	$261K	Hold	1,160	–	–	0.09%	169
2022 Q4	$244K	Hold	1,160	–	–	0.09%	173
2022 Q3	$229K	Hold	1,160	–	–	0.09%	173
2022 Q2	$241K	Hold	1,160	–	–	0.09%	172
2022 Q1	$290K	Hold	1,160	–	–	0.07%	180
2021 Q4	$307K	Hold	1,160	–	–	0.07%	182
2021 Q3	$280K	Sell	1,160 -40	-3%	-$9.94K	0.07%	186
2021 Q2	$290K	Hold	1,200	–	–	0.07%	186
2021 Q1	$281K	Hold	1,200	–	–	0.07%	187
2020 Q4	$254K	Buy	+1,200	New	+$240K	0.15%	92

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Encompass Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 1.5% in Q2 2026, selling an estimated $5.95K and leaving 1,005 shares worth $412K. The position accounts for 0.13% of the portfolio, ranked #71.

Encompass Wealth Advisors first reported a position in IWB in Q4 2020 and has held it in 23 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Encompass Wealth Advisors held 1,005 shares of iShares Russell 1000 ETF worth $412K as of Q2 2026.
Encompass Wealth Advisors sold 15 iShares Russell 1000 ETF shares in Q2 2026, an estimated $5.95K.
iShares Russell 1000 ETF made up 0.13% of Encompass Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Encompass Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 23 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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