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

iShares Dow Jones US Medical Dev. shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) 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 US Medical Dev.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Medical Dev. 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 US Medical Dev. by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $34M 680k 49.41

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Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr U S Equity Factr (LRGF)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
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Apple (AAPL)
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Alphabet Cap Stk Cl A (GOOGL)
Analog Devices (ADI)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)

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

Top funds holding iShares Dow Jones US Medical Dev.

Morgan Stanley
Citigroup
Goldman Sachs Group
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Two Sigma Investments
UBS Group
Raymond James Financial
Royal Bank of Canada
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Envestnet Asset Management
RiverFront Investment Group
Ameriprise Financial
D. E. Shaw & Co

View all funds holding iShares Dow Jones US Medical Dev.