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 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%	+$9.51K	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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Encompass Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 5,309 shares worth $516K. The position accounts for 0.18% of the portfolio, ranked #57.

Encompass Wealth Advisors first reported a position in IWR in Q2 2022 and has held it in 16 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Encompass Wealth Advisors held 5,309 shares of iShares Russell Mid-Cap ETF worth $516K as of Q1 2026.
Encompass Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.18% of Encompass Wealth Advisors's portfolio in Q1 2026, its #57 holding.
Encompass Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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