iShares Russell Midcap Value Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) 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 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell Midcap 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
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell Midcap Value Index by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $514k | 4.0k | 129.34 |
| 2024-09-30 | $399k | 3.0k | 132.25 |
| 2024-06-30 | $297k | 2.5k | 120.74 |
| 2024-03-31 | $332k | 2.6k | 125.33 |
| 2015-03-31 | $206k | 2.7k | 75.24 |
| 2014-12-31 | $219k | 3.0k | 73.69 |
| 2014-09-30 | $208k | 3.0k | 70.10 |
| 2014-06-30 | $228k | 3.1k | 72.66 |
| 2014-03-31 | $215k | 3.1k | 68.71 |
| 2013-12-31 | $205k | 3.1k | 65.79 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Top funds holding iShares Russell Midcap Value Index
View all funds holding iShares Russell Midcap Value Index