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
Download as csv Download as ExcelQuarterly 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 |
---|---|---|---|
2024-09-30 | $24M | 205k | 116.96 |
2024-06-30 | $21M | 194k | 106.66 |
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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