ENCOMPASS WEALTH ADVISORS, LLC IVV Holdings History
ENCOMPASS WEALTH ADVISORS, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 5,443.00 shares of iShares Core S&P 500 ETF(IVV), totaling $3.38 Mil. This investment constitutes 1.24% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 10 purchases of IVV, at an average price of $407.30, for a total of 9,301.00 shares. In addition, there have been 8 sales at an average price of $430.16 for 3,858.00 shares. Based on historical transaction data and IVV's current price of $630.67, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his IVV holdings is $1.30 Mil, reflecting a 34.42% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC IVV ($630.67) Holding Chart
ENCOMPASS WEALTH ADVISORS, LLC IVV ($630.67) 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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