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 Q2	$1.8M	Buy	14,534 +2	+0%	+$241	0.55%	30
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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

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

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

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

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

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

Encompass Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, buying an estimated $241 and bringing the position to 14,534 shares worth $1.8M. The position accounts for 0.55% of the portfolio, ranked #30.

Encompass Wealth Advisors first reported a position in IWF in Q2 2022 and has held it in 17 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Encompass Wealth Advisors held 14,534 shares of iShares Russell 1000 Growth ETF worth $1.8M as of Q2 2026.
Encompass Wealth Advisors bought 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.55% of Encompass Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Encompass Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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