Number of Shares
208,174.00
Current Holdings Value*
$12.91 Mil
% of Portfolio
4.73%
Total Estimate Gain
$3.78 Mil
% of Total Estimate Gain
31.01%

ENCOMPASS WEALTH ADVISORS, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 208,174.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $12.91 Mil. This investment constitutes 4.73% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2020Q4. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 14 purchases of IJH, at an average price of $47.00, for a total of 259,029.00 shares. In addition, there have been 4 sales at an average price of $49.99 for 50,855.00 shares. Based on historical transaction data and IJH's current price of $64.40, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his IJH holdings is $3.78 Mil, reflecting a 31.01% gain to date.

ENCOMPASS WEALTH ADVISORS, LLC IJH ($64.40) Holding Chart

ENCOMPASS WEALTH ADVISORS, LLC IJH ($64.40) 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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