ENCOMPASS WEALTH ADVISORS, LLC IJH Holdings History
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 $63.80, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his IJH holdings is $3.65 Mil, reflecting a 29.99% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC IJH ($63.80) Holding Chart
ENCOMPASS WEALTH ADVISORS, LLC IJH ($63.80) 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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