iShares Russell 2000 Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) 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 2000 Index
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All positions including iShares Russell 2000 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 2000 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 | $384k | 1.6k | 241.91 |
| 2025-06-30 | $307k | 1.4k | 215.85 |
| 2025-03-31 | $271k | 1.4k | 199.51 |
| 2024-12-31 | $324k | 1.5k | 220.99 |
| 2024-09-30 | $351k | 1.6k | 220.89 |
| 2024-06-30 | $354k | 1.7k | 202.89 |
| 2024-03-31 | $319k | 1.5k | 210.27 |
| 2023-09-30 | $279k | 1.6k | 176.75 |
| 2023-06-30 | $301k | 1.6k | 187.28 |
| 2023-03-31 | $280k | 1.6k | 178.50 |
| 2022-12-31 | $277k | 1.6k | 174.36 |
| 2022-09-30 | $262k | 1.6k | 165.20 |
| 2022-06-30 | $306k | 1.8k | 169.25 |
| 2022-03-31 | $386k | 1.9k | 205.43 |
| 2021-12-31 | $469k | 2.1k | 222.27 |
| 2021-09-30 | $369k | 1.7k | 219.51 |
| 2021-06-30 | $383k | 1.7k | 229.34 |
| 2021-03-31 | $214k | 966 | 221.53 |
| 2020-12-31 | $210k | 1.1k | 196.26 |
| 2019-12-31 | $575k | 3.5k | 165.56 |
| 2019-09-30 | $526k | 3.5k | 151.45 |
| 2019-06-30 | $559k | 3.6k | 155.45 |
| 2019-03-31 | $583k | 3.8k | 152.98 |
| 2018-12-31 | $490k | 3.7k | 133.92 |
| 2018-09-30 | $381k | 2.3k | 168.66 |
| 2018-06-30 | $414k | 2.5k | 163.96 |
| 2018-03-31 | $398k | 2.6k | 151.97 |
| 2017-12-31 | $282k | 1.9k | 152.27 |
| 2017-09-30 | $274k | 1.9k | 147.95 |
| 2017-06-30 | $238k | 1.7k | 141.08 |
| 2017-03-31 | $232k | 1.7k | 137.52 |
| 2016-12-31 | $236k | 1.8k | 134.86 |
| 2016-09-30 | $206k | 1.7k | 124.32 |
| 2015-12-31 | $704k | 7.2k | 98.42 |
| 2015-09-30 | $328k | 3.0k | 109.04 |
| 2015-06-30 | $453k | 3.6k | 124.72 |
| 2015-03-31 | $458k | 3.7k | 124.29 |
| 2014-12-31 | $394k | 3.3k | 119.61 |
| 2014-09-30 | $514k | 4.7k | 109.45 |
| 2014-06-30 | $693k | 5.8k | 118.81 |
| 2014-03-31 | $1.1M | 9.3k | 116.33 |
| 2013-12-31 | $532k | 4.6k | 115.35 |
| 2013-09-30 | $1.3M | 13k | 106.59 |
| 2013-06-30 | $1.2M | 13k | 97.09 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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