ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 87,446 Value ($000) $6,780 Avg Close — Range —
Q3 2025
Shares 82,672 Value ($000) $6,343 Avg Close — Range —
Q2 2025
Shares 81,047 Value ($000) $5,890 Avg Close — Range —
Q1 2025
Shares 78,069 Value ($000) $4,960 Avg Close — Range —
Q4 2024
Shares 72,679 Value ($000) $4,415 Avg Close — Range —
Q3 2024
Shares 68,065 Value ($000) $4,608 Avg Close — Range —
Q2 2024
Shares 66,557 Value ($000) $4,103 Avg Close — Range —
Q1 2024
Shares 65,379 Value ($000) $4,140 Avg Close — Range —
Q4 2023
Shares 64,756 Value ($000) $4,008 Avg Close — Range —
Q3 2023
Shares 60,819 Value ($000) $3,434 Avg Close — Range —
Q2 2023
Shares 57,292 Value ($000) $3,379 Avg Close — Range —
Q1 2023
Shares 56,135 Value ($000) $3,341 Avg Close — Range —
Q4 2022
Shares 56,278 Value ($000) $3,179 Avg Close — Range —
Q3 2022
Shares 56,616 Value ($000) $2,762 Avg Close — Range —
Q2 2022
Shares 55,978 Value ($000) $3,056 Avg Close — Range —
Q1 2022
Shares 70,714 Value ($000) $4,691 Avg Close — Range —
Q4 2021
Shares 67,947 Value ($000) $4,966 Avg Close — Range —
Q3 2021
Shares 60,169 Value ($000) $4,477 Avg Close — Range —
Q2 2021
Shares 58,890 Value ($000) $4,367 Avg Close — Range —
Q1 2021
Shares 60,973 Value ($000) $4,467 Avg Close — Range —
Q4 2020
Shares 39,856 Value ($000) $2,724 Avg Close — Range —