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

iShares Russell 1000 Value Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) 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 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 1000 Value 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 $936k 4.6k 203.59
2025-06-30 $968k 5.0k 194.24
2025-03-31 $913k 4.9k 188.17
2024-12-31 $983k 5.3k 185.14
2024-09-30 $919k 4.8k 189.78
2024-06-30 $843k 4.8k 174.48
2024-03-31 $835k 4.7k 179.12
2023-09-30 $762k 5.0k 151.84
2023-06-30 $829k 5.3k 157.85
2023-03-31 $799k 5.2k 152.28
2022-12-31 $904k 6.0k 151.66
2022-09-30 $1.0M 7.5k 135.93
2022-06-30 $1.8M 12k 144.97
2022-03-31 $1.1M 6.4k 166.04
2021-12-31 $1.1M 6.4k 167.97
2021-09-30 $892k 5.7k 156.46
2021-06-30 $1.0M 6.4k 158.33
2021-03-31 $987k 6.5k 151.54
2020-12-31 $979k 7.2k 136.67
2020-09-30 $910k 7.7k 118.12
2020-06-30 $898k 8.0k 112.64
2020-03-31 $776k 7.8k 99.07
2019-12-31 $1.5M 64k 24.22
2019-09-30 $1.1M 8.9k 128.28
2019-06-30 $1.1M 8.4k 127.26
2019-03-31 $992k 8.0k 123.51
2018-12-31 $1.5M 14k 111.08
2018-09-30 $1.9M 15k 126.62
2018-06-30 $1.9M 16k 121.38
2018-03-31 $2.0M 16k 119.98
2017-12-31 $2.1M 17k 124.36
2017-09-30 $2.1M 17k 118.51
2017-06-30 $2.1M 18k 116.44
2017-03-31 $2.1M 18k 114.93
2016-12-31 $2.2M 20k 112.03
2016-09-30 $2.1M 20k 105.64
2016-06-30 $2.2M 21k 103.23
2016-03-31 $2.2M 23k 98.81
2015-12-31 $2.3M 24k 97.88
2015-09-30 $2.4M 26k 93.30
2015-06-30 $2.6M 26k 103.15
2015-03-31 $2.9M 28k 103.07
2014-12-31 $3.1M 30k 104.40
2014-09-30 $3.1M 31k 100.10
2014-06-30 $3.2M 32k 101.26
2014-03-31 $3.1M 32k 96.51
2013-12-31 $3.2M 34k 94.18
2013-09-30 $4.4M 51k 86.20
2013-06-30 $4.9M 58k 83.80

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American Centy Etf Tr Intl Eqt Etf (AVDE)
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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 Value Index

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View all funds holding iShares Russell 1000 Value Index