ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 148,452 Value ($000) $17,841 Avg Close — Range —
Q3 2025
Shares 145,022 Value ($000) $17,233 Avg Close — Range —
Q2 2025
Shares 141,815 Value ($000) $15,499 Avg Close — Range —
Q1 2025
Shares 136,271 Value ($000) $14,250 Avg Close — Range —
Q4 2024
Shares 131,907 Value ($000) $15,198 Avg Close — Range —
Q3 2024
Shares 126,981 Value ($000) $14,852 Avg Close — Range —
Q2 2024
Shares 125,134 Value ($000) $13,347 Avg Close — Range —
Q1 2024
Shares 123,862 Value ($000) $13,689 Avg Close — Range —
Q4 2023
Shares 121,872 Value ($000) $13,193 Avg Close — Range —
Q3 2023
Shares 117,000 Value ($000) $11,037 Avg Close — Range —
Q2 2023
Shares 112,493 Value ($000) $11,210 Avg Close — Range —
Q1 2023
Shares 112,801 Value ($000) $10,908 Avg Close — Range —
Q4 2022
Shares 111,639 Value ($000) $10,565 Avg Close — Range —
Q3 2022
Shares 113,737 Value ($000) $9,917 Avg Close — Range —
Q2 2022
Shares 118,581 Value ($000) $10,958 Avg Close — Range —
Q1 2022
Shares 136,669 Value ($000) $14,744 Avg Close — Range —
Q4 2021
Shares 135,445 Value ($000) $15,510 Avg Close — Range —
Q3 2021
Shares 128,503 Value ($000) $14,031 Avg Close — Range —
Q2 2021
Shares 128,816 Value ($000) $14,553 Avg Close — Range —
Q1 2021
Shares 134,030 Value ($000) $14,717 Avg Close — Range —
Q4 2020
Shares 103,414 Value ($000) $9,504 Avg Close — Range —