Annex Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Annex Advisory Services’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$639K	Buy	4,494 +182	+4%	+$25.2K	0.01%	247
2026 Q2	$593K	Sell	4,312 -858	-17%	-$113K	0.01%	241
2026 Q1	$585K	Hold	5,170	–	–	0.01%	233
2025 Q4	$637K	Buy	5,170 +672	+15%	+$82.2K	0.01%	220
2025 Q3	$543K	Sell	4,498 -1	-0%	-$115	0.01%	209
2025 Q2	$495K	Sell	4,499 -225	-5%	-$22.3K	0.01%	217
2025 Q1	$438K	Buy	4,724 +224	+5%	+$22.6K	0.01%	225
2024 Q4	$457K	Hold	4,500	–	–	0.01%	218
2024 Q3	$431K	Buy	4,500 +335	+8%	+$30.9K	0.01%	198
2024 Q2	$385K	Buy	4,165 +110	+3%	+$9.48K	0.01%	205
2024 Q1	$342K	Buy	4,055 +277	+7%	+$22.3K	0.01%	215
2023 Q4	$284K	Buy	3,778 +19	+0.5%	+$1.35K	0.01%	221
2023 Q3	$257K	Hold	3,759	–	–	0.02%	212
2023 Q2	$265K	Hold	3,759	–	–	0.01%	213
2023 Q1	$240K	Buy	+3,759	New	+$230K	0.01%	206
2022 Q3	–	Sell	-3,392	Closed	-$205K	–	248
2022 Q2	$205K	Sell	3,392 -835	-20%	-$55.3K	0.01%	239
2022 Q1	$323K	Buy	4,227 +336	+9%	+$25.2K	0.02%	187
2021 Q4	$326K	Buy	3,891 +499	+15%	+$40.2K	0.02%	180
2021 Q3	$251K	Hold	3,392	–	–	0.02%	178
2021 Q2	$247K	Hold	3,392	–	–	0.02%	190
2021 Q1	$221K	Hold	3,392	–	–	0.02%	186
2020 Q4	$216K	Buy	+3,392	New	+$206K	0.02%	179

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Annex Advisory Services's IVW Position: Q3 2026 in Review

Annex Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 4.2% in Q3 2026, buying an estimated $25.2K and bringing the position to 4,494 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #247.

Annex Advisory Services first reported a position in IVW in Q4 2020 and has held it in 22 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Annex Advisory Services held 4,494 shares of iShares S&P 500 Growth ETF worth $639K as of Q3 2026.
Annex Advisory Services bought 182 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $25.2K.
iShares S&P 500 Growth ETF made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #247 holding.
Annex Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 22 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.