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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Hold	5,821	–	–	0.43%	36
2026 Q1	$1.24M	Hold	5,821	–	–	0.43%	35
2025 Q4	$1.22M	Buy	5,821 +1	+0%	+$207	0.42%	36
2025 Q3	$1.18M	Buy	5,820 +1	+0%	+$199	0.4%	37
2025 Q2	$1.13M	Hold	5,819	–	–	0.41%	37
2025 Q1	$1.09M	Buy	5,819 +1	+0%	+$190	0.45%	36
2024 Q4	$1.08M	Hold	5,818	–	–	0.43%	38
2024 Q3	$1.1M	Sell	5,818 -90	-2%	-$16.4K	0.28%	74
2024 Q2	$1.03M	Buy	5,908 +91	+2%	+$15.9K	0.27%	77
2024 Q1	$1.04M	Buy	5,817 +1	+0%	+$169	0.28%	78
2023 Q4	$961K	Buy	5,816 +2	+0%	+$309	0.29%	68
2023 Q3	$883K	Hold	5,814	–	–	0.29%	68
2023 Q2	$918K	Buy	5,814 +1	+0%	+$153	0.3%	64
2023 Q1	$885K	Buy	5,813 +1,489	+34%	+$230K	0.3%	63
2022 Q4	$656K	Buy	4,324 +1	+0%	+$150	0.24%	78
2022 Q3	$588K	Buy	4,323 +1	+0%	+$150	0.22%	85
2022 Q2	$627K	Buy	+4,322	New	+$676K	0.22%	80

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Encompass Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 5,821 shares worth $1.41M. The position accounts for 0.43% of the portfolio, ranked #36.

Encompass Wealth Advisors first reported a position in IWD in Q2 2022 and has held it in 17 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Encompass Wealth Advisors held 5,821 shares of iShares Russell 1000 Value ETF worth $1.41M as of Q2 2026.
Encompass Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.43% of Encompass Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Encompass Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 17 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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