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

iShares S&P Global 100 Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) 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 Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 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 Global 100 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 $161M 1.3M 120.01
2025-06-30 $153M 1.4M 107.81
2025-03-31 $105M 1.1M 96.29

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Victoryshares Fr (GFLW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

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

Top funds holding iShares S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Morgan Stanley
Raymond James Financial
Stephens
Envestnet Asset Management
UBS Group
Cetera Investment Advisers
H D Vest Advisory Services
Royal Bank of Canada
Amplius Wealth Advisors
Modern Wealth Management
Ameriprise Financial

View all funds holding iShares S&P Global 100 Index