ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 222,211 Value ($000) $14,666 Avg Close Range
Q3 2025
Shares 215,026 Value ($000) $14,033 Avg Close Range
Q2 2025
Shares 208,174 Value ($000) $12,911 Avg Close Range
Q1 2025
Shares 200,130 Value ($000) $11,678 Avg Close Range
Q4 2024
Shares 193,711 Value ($000) $12,070 Avg Close Range
Q3 2024
Shares 191,718 Value ($000) $11,948 Avg Close Range
Q2 2024
Shares 188,378 Value ($000) $11,024 Avg Close Range
Q1 2024
Shares 186,553 Value ($000) $11,331 Avg Close Range
Q4 2023
Shares 36,883 Value ($000) $10,222 Avg Close Range
Q3 2023
Shares 35,554 Value ($000) $8,866 Avg Close Range
Q2 2023
Shares 34,001 Value ($000) $8,891 Avg Close Range
Q1 2023
Shares 33,797 Value ($000) $8,455 Avg Close Range
Q4 2022
Shares 33,316 Value ($000) $8,059 Avg Close Range
Q3 2022
Shares 34,153 Value ($000) $7,488 Avg Close Range
Q2 2022
Shares 34,718 Value ($000) $7,854 Avg Close Range
Q1 2022
Shares 41,890 Value ($000) $11,241 Avg Close Range
Q4 2021
Shares 41,289 Value ($000) $11,688 Avg Close Range
Q3 2021
Shares 38,968 Value ($000) $10,251 Avg Close Range
Q2 2021
Shares 38,460 Value ($000) $10,335 Avg Close Range
Q1 2021
Shares 40,057 Value ($000) $10,707 Avg Close Range
Q4 2020
Shares 28,911 Value ($000) $6,645 Avg Close Range