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

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

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) 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 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 1000 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 $4.2M 9.0k 468.41
2025-06-30 $3.5M 8.2k 424.57
2025-03-31 $2.9M 8.0k 361.08
2024-12-31 $3.3M 8.2k 401.57
2024-09-30 $3.1M 8.3k 375.37
2024-06-30 $3.0M 8.3k 364.51
2024-03-31 $2.7M 8.0k 337.05
2023-09-30 $2.2M 8.5k 266.01
2023-06-30 $2.4M 8.7k 275.19
2023-03-31 $2.1M 8.7k 244.34
2022-12-31 $2.0M 9.4k 214.26
2022-09-30 $2.0M 9.5k 210.40
2022-06-30 $2.1M 9.6k 218.68
2022-03-31 $2.7M 9.6k 277.67
2021-12-31 $2.8M 9.1k 305.62
2021-09-30 $2.3M 8.5k 274.08
2021-06-30 $2.5M 9.3k 271.41
2021-03-31 $2.3M 9.4k 243.05
2020-12-31 $2.4M 10k 241.16
2020-09-30 $2.0M 9.4k 216.87
2020-06-30 $1.8M 9.5k 191.92
2020-03-31 $1.5M 9.7k 150.73
2019-12-31 $2.4M 137k 17.13
2019-09-30 $1.6M 10k 159.66
2019-06-30 $1.6M 10k 157.42
2019-03-31 $1.5M 10k 151.36
2018-12-31 $2.3M 18k 130.91
2018-09-30 $2.8M 18k 156.00
2018-06-30 $2.6M 18k 143.79
2018-03-31 $2.5M 19k 136.09
2017-12-31 $2.7M 20k 134.66
2017-09-30 $2.6M 21k 125.07
2017-06-30 $2.8M 24k 119.03
2017-03-31 $2.8M 24k 113.81
2016-12-31 $2.7M 26k 104.90
2016-09-30 $2.6M 25k 104.17
2016-06-30 $2.7M 27k 100.35
2016-03-31 $2.9M 29k 99.77
2015-12-31 $3.4M 34k 99.49
2015-09-30 $3.5M 38k 92.99
2015-06-30 $3.7M 38k 99.02
2015-03-31 $3.9M 40k 98.93
2014-12-31 $4.1M 43k 95.61
2014-09-30 $4.0M 44k 91.63
2014-06-30 $4.0M 44k 90.93
2014-03-31 $3.9M 45k 86.54
2013-12-31 $4.4M 51k 85.94
2013-09-30 $5.6M 71k 78.21
2013-06-30 $6.2M 85k 72.74

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Meta Platforms Cl A (META)
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Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Dimensional Etf Trust Intl Core Equity (DFIC)
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View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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