Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

iShares Dow Jones EPAC Sel Div Ind shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in iShares Dow Jones EPAC Sel Div Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones EPAC Sel Div Ind held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 45k 28.04
2023-09-30 $1.5M 58k 25.40
2023-06-30 $1.6M 62k 26.33
2023-03-31 $1.7M 63k 27.49
2022-12-31 $1.8M 65k 27.16
2022-09-30 $1.5M 65k 22.52
2022-06-30 $1.7M 63k 27.16
2022-03-31 $2.1M 66k 31.75
2021-12-31 $2.0M 64k 31.18
2021-09-30 $1.9M 61k 30.40
2021-06-30 $2.0M 63k 32.42
2021-03-31 $2.0M 65k 31.49
2020-12-31 $2.0M 67k 29.47
2020-09-30 $2.0M 79k 24.94
2020-06-30 $2.0M 79k 25.12
2020-03-31 $1.7M 73k 22.61
2019-12-31 $6.4M 207k 31.13
2019-09-30 $1.7M 56k 30.75
2019-06-30 $1.2M 40k 30.72
2019-03-31 $1.2M 40k 30.86
2018-12-31 $1.1M 38k 28.71
2018-09-30 $1.4M 42k 32.62
2018-06-30 $1.3M 41k 32.06
2018-03-31 $799k 24k 33.01
2017-12-31 $845k 25k 33.81
2017-09-30 $765k 23k 33.74
2017-06-30 $690k 21k 32.73
2017-03-31 $255k 8.1k 31.40
2016-12-31 $221k 7.5k 29.49
2016-09-30 $227k 7.6k 30.02
2014-06-30 $215k 5.4k 39.81
2014-03-31 $209k 5.4k 38.70
2013-12-31 $243k 6.4k 37.94
2013-09-30 $315k 8.7k 36.21
2013-06-30 $276k 8.7k 31.85

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American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
UBS Group
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
Mercer Global Advisors
Royal Bank of Canada
Scotia Capital
Orion Portfolio Solutions
Alliancebernstein
Regions Bank
Assetmark
Jpmorgan Chase & Co
Fukoku Mutual Life Insurance
GDS Wealth Management

View all funds holding iShares Dow Jones EPAC Sel Div Ind