ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q4 2025
Shares 6,980 Value ($000) $655 Avg Close — Range —
Q3 2025
Shares 6,256 Value ($000) $607 Avg Close — Range —
Q2 2025
Shares 5,652 Value ($000) $536 Avg Close — Range —
Q1 2025
Shares 5,264 Value ($000) $504 Avg Close — Range —
Q4 2024
Shares 4,804 Value ($000) $447 Avg Close — Range —
Q3 2024
Shares 4,708 Value ($000) $480 Avg Close — Range —
Q2 2024
Shares 4,296 Value ($000) $377 Avg Close — Range —
Q1 2024
Shares 4,339 Value ($000) $390 Avg Close — Range —
Q4 2023
Shares 5,327 Value ($000) $487 Avg Close — Range —
Q3 2023
Shares 4,207 Value ($000) $329 Avg Close — Range —
Q2 2023
Shares 5,001 Value ($000) $433 Avg Close — Range —
Q1 2023
Shares 5,049 Value ($000) $429 Avg Close — Range —
Q4 2022
Shares 5,116 Value ($000) $431 Avg Close — Range —
Q3 2022
Shares 3,627 Value ($000) $295 Avg Close — Range —
Q2 2022
Shares 5,710 Value ($000) $525 Avg Close — Range —
Q1 2022
Shares 10,603 Value ($000) $1,147 Avg Close — Range —
Q4 2021
Shares 7,809 Value ($000) $907 Avg Close — Range —
Q3 2021
Shares 7,155 Value ($000) $732 Avg Close — Range —
Q2 2021
Shares 6,669 Value ($000) $679 Avg Close — Range —
Q1 2021
Shares 6,356 Value ($000) $623 Avg Close — Range —
Q4 2020
Shares 2,498 Value ($000) $214 Avg Close — Range —