iShares Russell 2000 Growth Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) 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 Growth Index
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All positions including iShares Russell 2000 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 2000 Growth Index by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $212k | 538 | 393.96 |
| 2024-12-31 | $507k | 1.8k | 287.77 |
| 2018-03-31 | $205k | 1.1k | 190.17 |
| 2017-12-31 | $250k | 1.3k | 186.85 |
| 2017-09-30 | $233k | 1.3k | 179.09 |
| 2017-06-30 | $409k | 2.4k | 168.59 |
| 2017-03-31 | $426k | 2.6k | 161.55 |
| 2016-12-31 | $412k | 2.7k | 154.08 |
| 2016-09-30 | $403k | 2.7k | 148.71 |
| 2016-06-30 | $435k | 3.2k | 137.31 |
| 2016-03-31 | $441k | 3.3k | 132.63 |
| 2015-12-31 | $478k | 3.4k | 139.16 |
| 2015-09-30 | $514k | 3.8k | 133.92 |
| 2015-06-30 | $579k | 3.7k | 154.65 |
| 2015-03-31 | $577k | 3.8k | 151.56 |
| 2014-12-31 | $641k | 4.5k | 142.32 |
| 2014-09-30 | $608k | 4.7k | 129.75 |
| 2014-06-30 | $663k | 4.8k | 138.53 |
| 2014-03-31 | $663k | 4.9k | 136.14 |
| 2013-12-31 | $764k | 5.6k | 135.56 |
| 2013-09-30 | $795k | 6.3k | 125.81 |
| 2013-06-30 | $753k | 6.7k | 111.59 |
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