iShares S&P MidCap 400 Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) 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 MidCap 400 Index
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All positions including iShares S&P MidCap 400 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 MidCap 400 Index by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 3.4k | 65.26 |
| 2025-06-30 | $230k | 3.7k | 62.02 |
| 2025-03-31 | $209k | 3.6k | 58.36 |
| 2024-12-31 | $221k | 3.6k | 62.31 |
| 2024-09-30 | $231k | 3.7k | 62.33 |
| 2024-06-30 | $204k | 3.5k | 58.52 |
| 2024-03-31 | $207k | 3.4k | 60.74 |
| 2022-06-30 | $322k | 1.4k | 226.12 |
| 2019-12-31 | $12M | 473k | 25.31 |
| 2019-09-30 | $9.9M | 51k | 193.24 |
| 2019-06-30 | $10M | 52k | 194.28 |
| 2019-03-31 | $10M | 53k | 189.41 |
| 2018-12-31 | $8.9M | 54k | 166.06 |
| 2018-09-30 | $11M | 54k | 201.29 |
| 2018-06-30 | $11M | 55k | 194.79 |
| 2018-03-31 | $10M | 55k | 187.58 |
| 2017-12-31 | $11M | 57k | 189.78 |
| 2017-09-30 | $11M | 59k | 178.90 |
| 2017-06-30 | $9.7M | 56k | 173.94 |
| 2017-03-31 | $9.0M | 53k | 171.21 |
| 2016-12-31 | $8.4M | 51k | 165.34 |
| 2016-09-30 | $7.5M | 49k | 154.71 |
| 2016-06-30 | $7.2M | 49k | 149.39 |
| 2016-03-31 | $6.8M | 47k | 144.19 |
| 2015-12-31 | $6.8M | 49k | 139.33 |
| 2015-09-30 | $6.4M | 47k | 136.62 |
| 2015-06-30 | $6.8M | 45k | 149.97 |
| 2015-03-31 | $6.5M | 43k | 151.98 |
| 2014-12-31 | $6.1M | 42k | 144.80 |
| 2014-09-30 | $5.8M | 43k | 136.74 |
| 2014-06-30 | $5.8M | 41k | 143.07 |
| 2014-03-31 | $5.0M | 36k | 137.46 |
| 2013-12-31 | $5.5M | 41k | 133.81 |
| 2013-09-30 | $3.9M | 31k | 124.14 |
| 2013-06-30 | $2.9M | 25k | 115.50 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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