Encompass Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.12M	Buy	10,518 +5,209	+98%	+$576K	0.17%	60
2026 Q2	$586K	Hold	5,309	–	–	0.18%	54
2026 Q1	$516K	Hold	5,309	–	–	0.18%	57
2025 Q4	$511K	Hold	5,309	–	–	0.17%	57
2025 Q3	$513K	Hold	5,309	–	–	0.17%	64
2025 Q2	$488K	Buy	5,309 +13	+0.2%	+$1.12K	0.18%	65
2025 Q1	$451K	Buy	5,296 +47	+0.9%	+$4.19K	0.18%	68
2024 Q4	$464K	Hold	5,249	–	–	0.19%	65
2024 Q3	$463K	Hold	5,249	–	–	0.12%	150
2024 Q2	$426K	Hold	5,249	–	–	0.11%	151
2024 Q1	$441K	Buy	5,249 +120	+2%	+$9.5K	0.12%	155
2023 Q4	$399K	Sell	5,129 -1,892	-27%	-$134K	0.12%	141
2023 Q3	$486K	Hold	7,021	–	–	0.16%	114
2023 Q2	$513K	Hold	7,021	–	–	0.17%	108
2023 Q1	$491K	Buy	7,021 +1,260	+22%	+$89K	0.17%	111
2022 Q4	$389K	Hold	5,761	–	–	0.14%	127
2022 Q3	$358K	Hold	5,761	–	–	0.14%	134
2022 Q2	$373K	Buy	+5,761	New	+$410K	0.13%	130

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

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

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

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Encompass Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 98% in Q3 2026, buying an estimated $576K and bringing the position to 10,518 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #60.

Encompass Wealth Advisors first reported a position in IWR in Q2 2022 and has held it in 18 quarters since. 1,288 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Encompass Wealth Advisors held 10,518 shares of iShares Russell Mid-Cap ETF worth $1.12M as of Q3 2026.
Encompass Wealth Advisors bought 5,209 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $576K.
iShares Russell Mid-Cap ETF made up 0.17% of Encompass Wealth Advisors's portfolio in Q3 2026, its #60 holding.
Encompass Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 18 quarters since.
1,288 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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