ENCOMPASS WEALTH ADVISORS, LLC IVE Holdings History
ENCOMPASS WEALTH ADVISORS, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 167,380.00 shares of iShares S&P 500 Value ETF(IVE), totaling $32.71 Mil. This investment constitutes 11.99% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0.08% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2020Q4. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 13 purchases of IVE, at an average price of $134.25, for a total of 214,320.00 shares. In addition, there have been 5 sales at an average price of $145.94 for 46,940.00 shares. Based on historical transaction data and IVE's current price of $197.34, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his IVE holdings is $11.11 Mil, reflecting a 38.61% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC IVE ($197.34) Holding Chart
ENCOMPASS WEALTH ADVISORS, LLC IVE ($197.34) 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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