ENCOMPASS WEALTH ADVISORS, LLC IVW Holdings History
ENCOMPASS WEALTH ADVISORS, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 377,513.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $41.56 Mil. This investment constitutes 15.24% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0.07% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2020Q4. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 9 purchases of IVW, at an average price of $63.41, for a total of 490,164.00 shares. In addition, there have been 9 sales at an average price of $66.48 for 112,651.00 shares. Based on historical transaction data and IVW's current price of $112.31, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his IVW holdings is $18.80 Mil, reflecting a 60.50% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC IVW ($112.31) Holding Chart
ENCOMPASS WEALTH ADVISORS, LLC IVW ($112.31) 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 % | |||
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