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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.55M	Hold	14,532	–	–	0.54%	31
2025 Q4	$1.72M	Hold	14,532	–	–	0.59%	29
2025 Q3	$1.7M	Hold	14,532	–	–	0.58%	32
2025 Q2	$1.54M	Hold	14,532	–	–	0.57%	33
2025 Q1	$1.31M	Sell	14,532 -100	-0.7%	-$9.87K	0.53%	32
2024 Q4	$1.47M	Sell	14,632 -772	-5%	-$75.9K	0.59%	31
2024 Q3	$1.45M	Hold	15,404	–	–	0.36%	57
2024 Q2	$1.4M	Sell	15,404 -60	-0.4%	-$5.12K	0.37%	57
2024 Q1	$1.3M	Hold	15,464	–	–	0.35%	60
2023 Q4	$1.17M	Sell	15,464 -68	-0.4%	-$4.81K	0.35%	58
2023 Q3	$1.03M	Hold	15,532	–	–	0.34%	58
2023 Q2	$1.07M	Sell	15,532 -40	-0.3%	-$2.54K	0.35%	55
2023 Q1	$951K	Buy	15,572 +3,716	+31%	+$214K	0.32%	61
2022 Q4	$635K	Hold	11,856	–	–	0.23%	80
2022 Q3	$624K	Buy	11,856 +4	+0%	+$235	0.24%	77
2022 Q2	$648K	Buy	+11,852	New	+$712K	0.23%	76

Other funds holding IWF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Encompass Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 14,532 shares worth $1.55M. The position accounts for 0.54% of the portfolio, ranked #31.

Encompass Wealth Advisors first reported a position in IWF in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.72M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Encompass Wealth Advisors held 14,532 shares of iShares Russell 1000 Growth ETF worth $1.55M as of Q1 2026.
Encompass Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.54% of Encompass Wealth Advisors's portfolio in Q1 2026, its #31 holding.
Encompass Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
Encompass Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.72M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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