iShares Morningstar Large Growth shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) 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 Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 4.1k | 104.30 |
| 2025-06-30 | $400k | 4.1k | 96.90 |
| 2025-03-31 | $334k | 4.1k | 80.99 |
| 2024-12-31 | $370k | 4.1k | 89.60 |
| 2024-09-30 | $347k | 4.1k | 84.04 |
| 2024-06-30 | $336k | 4.1k | 81.41 |
| 2024-03-31 | $311k | 4.1k | 75.48 |
| 2023-09-30 | $246k | 4.1k | 59.65 |
| 2023-06-30 | $257k | 4.1k | 62.34 |
| 2023-03-31 | $228k | 4.1k | 55.36 |
| 2022-12-31 | $201k | 4.1k | 48.68 |
| 2022-06-30 | $207k | 4.1k | 50.18 |
| 2022-03-31 | $268k | 4.1k | 64.97 |
| 2021-12-31 | $296k | 4.1k | 71.76 |
| 2021-09-30 | $270k | 4.1k | 65.45 |
| 2021-06-30 | $267k | 4.1k | 64.73 |
| 2021-03-31 | $238k | 825 | 288.48 |
| 2020-12-31 | $239k | 825 | 289.70 |
| 2020-09-30 | $221k | 825 | 267.88 |
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