iShares Russell 3000 Value Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) 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 Value Index
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All positions including iShares Russell 3000 Value 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 Value Index by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $603k | 5.9k | 102.54 |
| 2025-09-30 | $586k | 5.9k | 99.95 |
| 2025-06-30 | $555k | 5.9k | 94.63 |
| 2025-03-31 | $541k | 5.9k | 92.29 |
| 2024-12-31 | $562k | 6.1k | 92.59 |
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