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

iShares S&P SmallCap 600 Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) 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 S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 S&P SmallCap 600 Index by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 187k 110.52
2023-09-30 $120M 1.3M 94.33
2023-06-30 $116M 1.2M 99.65
2023-03-31 $8.2M 85k 96.70
2022-12-31 $8.2M 86k 94.64
2022-09-30 $20M 226k 87.19
2022-06-30 $21M 231k 92.41
2022-03-31 $26M 237k 107.88
2021-12-31 $28M 242k 114.51
2021-09-30 $27M 249k 109.18
2021-06-30 $30M 268k 112.99
2021-03-31 $31M 289k 108.53
2020-12-31 $28M 301k 91.90
2020-09-30 $21M 304k 70.23
2020-06-30 $21M 303k 68.29
2020-03-31 $18M 326k 56.11
2019-12-31 $41M 1.5M 27.49
2019-09-30 $27M 348k 77.84
2019-06-30 $28M 352k 78.28
2019-03-31 $28M 360k 77.15
2018-12-31 $26M 371k 69.32
2018-09-30 $33M 376k 87.24
2018-06-30 $32M 383k 83.46
2018-03-31 $30M 393k 77.01
2017-12-31 $31M 407k 76.81
2017-09-30 $30M 398k 74.22
2017-06-30 $27M 385k 70.11
2017-03-31 $25M 362k 69.16
2016-12-31 $24M 174k 137.52
2016-09-30 $21M 170k 124.15
2016-06-30 $19M 167k 116.21
2016-03-31 $18M 162k 112.57
2015-12-31 $18M 165k 110.11
2015-09-30 $17M 158k 106.57
2015-06-30 $18M 153k 117.88
2015-03-31 $17M 143k 118.03
2014-12-31 $16M 136k 114.06
2014-09-30 $14M 130k 104.30
2014-06-30 $14M 122k 112.09
2014-03-31 $13M 115k 110.14
2013-12-31 $9.3M 85k 109.14
2013-09-30 $7.7M 78k 99.81
2013-06-30 $5.4M 60k 90.31

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American Centy Etf Tr Us Eqt Etf (AVUS)
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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 S&P SmallCap 600 Index

Bank of America Corporation
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Goldman Sachs Group
UBS Group
Raymond James & Associates
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Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
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View all funds holding iShares S&P SmallCap 600 Index