iShares Russell Midcap Growth Idx. shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) 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 Midcap Growth Idx.
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All positions including iShares Russell Midcap Growth Idx. 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 Midcap Growth Idx. by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $921k | 6.5k | 142.41 |
| 2025-06-30 | $862k | 6.2k | 138.68 |
| 2025-03-31 | $464k | 4.0k | 117.49 |
| 2024-12-31 | $501k | 4.0k | 126.75 |
| 2024-09-30 | $481k | 4.1k | 117.29 |
| 2024-06-30 | $407k | 3.7k | 110.36 |
| 2024-03-31 | $404k | 3.5k | 114.15 |
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