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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Encompass Wealth Advisors's IWB Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.4% in Q1 2026, selling an estimated $9.32K and leaving 1,020 shares worth $364K. The position accounts for 0.13% of the portfolio, ranked #72.

Encompass Wealth Advisors first reported a position in IWB in Q4 2020 and has held it in 22 quarters since. The position peaked at $390K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Encompass Wealth Advisors held 1,020 shares of iShares Russell 1000 ETF worth $364K as of Q1 2026.
Encompass Wealth Advisors sold 25 iShares Russell 1000 ETF shares in Q1 2026, an estimated $9.32K.
iShares Russell 1000 ETF made up 0.13% of Encompass Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Encompass Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 22 quarters since.
Encompass Wealth Advisors's iShares Russell 1000 ETF position peaked at $390K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.