iShares S&P 500 Growth Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) 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 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth 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 | $342k | 4.1k | 84.45 |
| 2023-09-30 | $257k | 3.8k | 68.42 |
| 2023-06-30 | $265k | 3.8k | 70.48 |
| 2023-03-31 | $240k | 3.8k | 63.89 |
| 2022-06-30 | $205k | 3.4k | 60.44 |
| 2022-03-31 | $323k | 4.2k | 76.41 |
| 2021-12-31 | $326k | 3.9k | 83.78 |
| 2021-09-30 | $251k | 3.4k | 74.00 |
| 2021-06-30 | $247k | 3.4k | 72.82 |
| 2021-03-31 | $221k | 3.4k | 65.15 |
| 2020-12-31 | $216k | 3.4k | 63.68 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management