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

iShares Russell 1000 Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) 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 Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 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 $364k 1.3k 288.03
2023-09-30 $313k 1.3k 234.91
2023-06-30 $316k 1.3k 243.74
2023-03-31 $292k 1.3k 225.23
2022-12-31 $537k 2.6k 210.52
2022-09-30 $448k 2.3k 197.27
2022-06-30 $324k 1.6k 207.56
2022-03-31 $267k 1.1k 249.77
2021-12-31 $285k 1.1k 264.62
2021-09-30 $225k 930 241.94
2021-06-30 $251k 1.0k 242.28
2021-03-31 $232k 1.0k 223.94
2020-12-31 $219k 1.0k 211.39
2019-12-31 $275k 20k 13.85
2018-09-30 $234k 1.4k 161.49
2018-06-30 $243k 1.6k 151.88
2018-03-31 $330k 2.2k 146.73
2017-12-31 $359k 2.4k 148.78
2017-09-30 $338k 2.4k 140.07
2017-06-30 $326k 2.4k 135.16
2017-03-31 $317k 2.4k 131.43
2016-12-31 $353k 2.8k 124.38
2016-09-30 $278k 2.3k 120.29
2016-06-30 $270k 2.3k 116.83
2016-03-31 $276k 2.4k 114.19
2015-12-31 $324k 2.9k 113.29
2015-09-30 $324k 3.0k 107.18
2015-06-30 $372k 3.2k 116.18
2015-03-31 $402k 3.5k 115.72
2014-12-31 $430k 3.7k 114.76
2014-09-30 $437k 4.0k 109.88
2014-06-30 $454k 4.1k 110.14
2014-03-31 $446k 4.3k 104.67
2013-12-31 $494k 4.8k 103.13
2013-09-30 $564k 6.0k 94.19
2013-06-30 $562k 6.3k 89.85

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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

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