iShares Russell 3000 Growth Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) 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 Russell 3000 Growth Index
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All positions including iShares Russell 3000 Growth 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 Russell 3000 Growth 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 | $703k | 4.3k | 164.54 |
| 2025-06-30 | $643k | 4.3k | 150.40 |
| 2025-03-31 | $543k | 4.3k | 127.08 |
| 2024-12-31 | $662k | 4.8k | 139.35 |
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