Encompass Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$521K	Hold	1,735	–	–	0.16%	60
2026 Q1	$430K	Sell	1,735 -26	-1%	-$6.71K	0.15%	63
2025 Q4	$433K	Hold	1,761	–	–	0.15%	67
2025 Q3	$426K	Hold	1,761	–	–	0.15%	74
2025 Q2	$380K	Buy	1,761 +3	+0.2%	+$604	0.14%	75
2025 Q1	$351K	Hold	1,758	–	–	0.14%	73
2024 Q4	$388K	Hold	1,758	–	–	0.16%	73
2024 Q3	$388K	Hold	1,758	–	–	0.1%	171
2024 Q2	$357K	Hold	1,758	–	–	0.09%	170
2024 Q1	$370K	Sell	1,758 -10	-0.6%	-$2K	0.1%	174
2023 Q4	$355K	Sell	1,768 -712	-29%	-$128K	0.11%	152
2023 Q3	$438K	Hold	2,480	–	–	0.15%	124
2023 Q2	$464K	Hold	2,480	–	–	0.15%	121
2023 Q1	$442K	Buy	2,480 +460	+23%	+$84.7K	0.15%	123
2022 Q4	$352K	Hold	2,020	–	–	0.13%	140
2022 Q3	$333K	Hold	2,020	–	–	0.13%	142
2022 Q2	$342K	Buy	+2,020	New	+$372K	0.12%	141

Other funds holding IWM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Encompass Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,735 shares worth $521K. The position accounts for 0.16% of the portfolio, ranked #60.

Encompass Wealth Advisors first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Encompass Wealth Advisors held 1,735 shares of iShares Russell 2000 ETF worth $521K as of Q2 2026.
Encompass Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.16% of Encompass Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Encompass Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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