ENCOMPASS WEALTH ADVISORS, LLC IJR Holdings History
ENCOMPASS WEALTH ADVISORS, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 141,815.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $15.50 Mil. This investment constitutes 5.68% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2020Q4. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 12 purchases of IJR, at an average price of $91.84, for a total of 172,680.00 shares. In addition, there have been 6 sales at an average price of $100.76 for 30,865.00 shares. Based on historical transaction data and IJR's current price of $111.87, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his IJR holdings is $3.12 Mil, reflecting a 19.65% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC IJR ($111.87) Holding Chart
ENCOMPASS WEALTH ADVISORS, LLC IJR ($111.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
