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

iShares Russell 3000 Index shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) 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 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 3000 Index by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $780k 2.0k 386.85

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding iShares Russell 3000 Index

SCS Capital Management
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Jpmorgan Chase & Co
LPL Financial
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FMR
UBS Group
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Pnc Financial Services
Evensky & Katz
Colony
Pitcairn Company

View all funds holding iShares Russell 3000 Index