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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2025-09-30 $776k 2.1k 365.48
2025-06-30 $605k 1.8k 339.57
2025-03-31 $1.5M 4.8k 306.74
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

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 Russell 1000 Index

Jones Financial Companies, L.L
FMR
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
Morgan Stanley
Goldman Sachs Group
Colony
BlackRock
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Johnson Investment Counsel

View all funds holding iShares Russell 1000 Index