ISHARES TR MSCI Small Cap msci small cap shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) 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 TR MSCI Small Cap msci small cap
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All positions including ISHARES TR MSCI Small Cap msci small cap 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 TR MSCI Small Cap msci small cap by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 3.3k | 76.72 |
| 2025-06-30 | $251k | 3.5k | 72.68 |
| 2025-03-31 | $249k | 3.9k | 63.52 |
| 2024-12-31 | $263k | 4.3k | 60.75 |
| 2024-09-30 | $369k | 5.4k | 67.70 |
| 2024-06-30 | $402k | 6.5k | 61.64 |
| 2024-03-31 | $693k | 11k | 63.33 |
| 2023-06-30 | $389k | 6.6k | 58.98 |
| 2023-03-31 | $474k | 8.0k | 59.52 |
| 2022-12-31 | $493k | 8.7k | 56.48 |
| 2022-09-30 | $200k | 4.1k | 48.72 |
| 2022-06-30 | $456k | 8.4k | 54.61 |
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