ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

ENCOMPASS WEALTH ADVISORS, LLC's Holding History (CIK: 0001849614)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,553 Value ($000) $380 Avg Close Range
Q3 2025
Shares 3,107 Value ($000) $453 Avg Close Range
Q2 2025
Shares 3,156 Value ($000) $426 Avg Close Range
Q1 2025
Shares 3,696 Value ($000) $451 Avg Close Range
Q4 2024
Shares 3,747 Value ($000) $482 Avg Close Range
Q3 2024
Shares 3,825 Value ($000) $480 Avg Close Range
Q2 2024
Shares 3,843 Value ($000) $456 Avg Close Range
Q1 2024
Shares 4,268 Value ($000) $492 Avg Close Range
Q4 2023
Shares 4,348 Value ($000) $458 Avg Close Range
Q3 2023
Shares 4,471 Value ($000) $421 Avg Close Range
Q2 2023
Shares 4,119 Value ($000) $403 Avg Close Range
Q1 2023
Shares 4,116 Value ($000) $373 Avg Close Range
Q4 2022
Shares 4,178 Value ($000) $354 Avg Close Range
Q3 2022
Shares 4,198 Value ($000) $334 Avg Close Range
Q2 2022
Shares 4,145 Value ($000) $347 Avg Close Range
Q1 2022
Shares 4,186 Value ($000) $423 Avg Close Range
Q4 2021
Shares 3,570 Value ($000) $382 Avg Close Range
Q3 2021
Shares 3,570 Value ($000) $351 Avg Close Range
Q2 2021
Shares 3,309 Value ($000) $326 Avg Close Range
Q1 2021
Shares 3,309 Value ($000) $316 Avg Close Range
Q4 2020
Shares 3,325 Value ($000) $287 Avg Close Range