iShares Russell 1000 Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) 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 1000 Index
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All positions including iShares Russell 1000 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 1000 Index by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 4.8k | 322.16 |
| 2024-09-30 | $400k | 1.3k | 314.39 |
| 2024-06-30 | $379k | 1.3k | 297.54 |
| 2024-03-31 | $364k | 1.3k | 288.03 |
| 2023-09-30 | $313k | 1.3k | 234.91 |
| 2023-06-30 | $316k | 1.3k | 243.74 |
| 2023-03-31 | $292k | 1.3k | 225.23 |
| 2022-12-31 | $537k | 2.6k | 210.52 |
| 2022-09-30 | $448k | 2.3k | 197.27 |
| 2022-06-30 | $324k | 1.6k | 207.56 |
| 2022-03-31 | $267k | 1.1k | 249.77 |
| 2021-12-31 | $285k | 1.1k | 264.62 |
| 2021-09-30 | $225k | 930 | 241.94 |
| 2021-06-30 | $251k | 1.0k | 242.28 |
| 2021-03-31 | $232k | 1.0k | 223.94 |
| 2020-12-31 | $219k | 1.0k | 211.39 |
| 2019-12-31 | $275k | 20k | 13.85 |
| 2018-09-30 | $234k | 1.4k | 161.49 |
| 2018-06-30 | $243k | 1.6k | 151.88 |
| 2018-03-31 | $330k | 2.2k | 146.73 |
| 2017-12-31 | $359k | 2.4k | 148.78 |
| 2017-09-30 | $338k | 2.4k | 140.07 |
| 2017-06-30 | $326k | 2.4k | 135.16 |
| 2017-03-31 | $317k | 2.4k | 131.43 |
| 2016-12-31 | $353k | 2.8k | 124.38 |
| 2016-09-30 | $278k | 2.3k | 120.29 |
| 2016-06-30 | $270k | 2.3k | 116.83 |
| 2016-03-31 | $276k | 2.4k | 114.19 |
| 2015-12-31 | $324k | 2.9k | 113.29 |
| 2015-09-30 | $324k | 3.0k | 107.18 |
| 2015-06-30 | $372k | 3.2k | 116.18 |
| 2015-03-31 | $402k | 3.5k | 115.72 |
| 2014-12-31 | $430k | 3.7k | 114.76 |
| 2014-09-30 | $437k | 4.0k | 109.88 |
| 2014-06-30 | $454k | 4.1k | 110.14 |
| 2014-03-31 | $446k | 4.3k | 104.67 |
| 2013-12-31 | $494k | 4.8k | 103.13 |
| 2013-09-30 | $564k | 6.0k | 94.19 |
| 2013-06-30 | $562k | 6.3k | 89.85 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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