ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 5,309 Value ($000) $511 Avg Close — Range —
Q3 2025
Shares 5,309 Value ($000) $513 Avg Close — Range —
Q2 2025
Shares 5,309 Value ($000) $488 Avg Close — Range —
Q1 2025
Shares 5,296 Value ($000) $451 Avg Close — Range —
Q4 2024
Shares 5,249 Value ($000) $464 Avg Close — Range —
Q3 2024
Shares 5,249 Value ($000) $463 Avg Close — Range —
Q2 2024
Shares 5,249 Value ($000) $426 Avg Close — Range —
Q1 2024
Shares 5,249 Value ($000) $441 Avg Close — Range —
Q4 2023
Shares 5,129 Value ($000) $399 Avg Close — Range —
Q3 2023
Shares 7,021 Value ($000) $486 Avg Close — Range —
Q2 2023
Shares 7,021 Value ($000) $513 Avg Close — Range —
Q1 2023
Shares 7,021 Value ($000) $491 Avg Close — Range —
Q4 2022
Shares 5,761 Value ($000) $389 Avg Close — Range —
Q3 2022
Shares 5,761 Value ($000) $358 Avg Close — Range —
Q2 2022
Shares 5,761 Value ($000) $373 Avg Close — Range —