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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

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Quarterly 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