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 Q3	$3.43M	Buy	27,374 +12,840	+88%	+$1.57M	0.51%	32
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%	-$9.9K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Encompass Wealth Advisors's IWF Position: Q3 2026 in Review

Encompass Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 88% in Q3 2026, buying an estimated $1.57M and bringing the position to 27,374 shares worth $3.43M. The position accounts for 0.51% of the portfolio, ranked #32.

Encompass Wealth Advisors first reported a position in IWF in Q2 2022 and has held it in 18 quarters since. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Encompass Wealth Advisors held 27,374 shares of iShares Russell 1000 Growth ETF worth $3.43M as of Q3 2026.
Encompass Wealth Advisors bought 12,840 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.57M.
iShares Russell 1000 Growth ETF made up 0.51% of Encompass Wealth Advisors's portfolio in Q3 2026, its #32 holding.
Encompass Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 18 quarters since.
1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.