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Annex Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

Annex Advisory Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$961K Sell
2,346
-158
-6% -$62.6K 0.02% 198
2026
Q1 		$893K Sell
2,504
-7,317
-75% -$2.73M 0.02% 199
2025
Q4 		$3.67M Buy
9,821
+7,697
+362% +$2.85M 0.07% 123
2025
Q3 		$776K Buy
2,124
+342
+19% +$120K 0.02% 178
2025
Q2 		$605K Sell
1,782
-3,016
-63% -$947K 0.01% 202
2025
Q1 		$1.47M Hold
4,798
– – 0.04% 140
2024
Q4 		$1.55M Buy
4,798
+3,525
+277% +$1.14M 0.05% 131
2024
Q3 		$400K Hold
1,273
– – 0.01% 204
2024
Q2 		$379K Buy
1,273
+11
+0.9% +$3.16K 0.01% 207
2024
Q1 		$363K Hold
1,262
– – 0.01% 209
2023
Q4 		$331K Sell
1,262
-69
-5% -$16.9K 0.01% 207
2023
Q3 		$313K Buy
1,331
+36
+3% +$8.81K 0.02% 184
2023
Q2 		$316K Hold
1,295
– – 0.02% 184
2023
Q1 		$292K Sell
1,295
-1,256
-49% -$276K 0.02% 184
2022
Q4 		$537K Buy
2,551
+280
+12% +$59.3K 0.03% 145
2022
Q3 		$448K Buy
2,271
+710
+45% +$156K 0.03% 152
2022
Q2 		$324K Buy
1,561
+492
+46% +$111K 0.02% 177
2022
Q1 		$267K Sell
1,069
-8
-0.7% -$1.98K 0.02% 205
2021
Q4 		$285K Buy
1,077
+147
+16% +$37.8K 0.02% 197
2021
Q3 		$225K Sell
930
-106
-10% -$26.4K 0.02% 191
2021
Q2 		$251K Hold
1,036
– – 0.02% 188
2021
Q1 		$232K Hold
1,036
– – 0.02% 182
2020
Q4 		$219K Buy
+1,036
New +$207K 0.02% 177
2018
Q4 		– Sell
-1,449
Closed -$234K – 135
2018
Q3 		$234K Sell
1,449
-151
-9% -$24K 0.04% 114
2018
Q2 		$243K Sell
1,600
-649
-29% -$97.8K 0.04% 107
2018
Q1 		$330K Sell
2,249
-164
-7% -$24.9K 0.06% 97
2017
Q4 		$359K Hold
2,413
– – 0.07% 84
2017
Q3 		$338K Buy
2,413
+1
+0% +$137 0.07% 88
2017
Q2 		$326K Hold
2,412
– – 0.07% 95
2017
Q1 		$317K Sell
2,412
-426
-15% -$55.2K 0.08% 92
2016
Q4 		$353K Buy
2,838
+527
+23% +$64.1K 0.09% 81
2016
Q3 		$278K Hold
2,311
– – 0.07% 92
2016
Q2 		$270K Sell
2,311
-106
-4% -$12.2K 0.07% 92
2016
Q1 		$276K Sell
2,417
-443
-15% -$47.9K 0.08% 92
2015
Q4 		$324K Sell
2,860
-163
-5% -$18.6K 0.09% 87
2015
Q3 		$324K Sell
3,023
-179
-6% -$20.3K 0.11% 88
2015
Q2 		$372K Sell
3,202
-272
-8% -$32.1K 0.12% 78
2015
Q1 		$402K Sell
3,474
-273
-7% -$31.5K 0.13% 50
2014
Q4 		$430K Sell
3,747
-230
-6% -$25.8K 0.13% 44
2014
Q3 		$437K Sell
3,977
-145
-4% -$16K 0.15% 40
2014
Q2 		$454K Sell
4,122
-139
-3% -$14.8K 0.16% 40
2014
Q1 		$446K Sell
4,261
-529
-11% -$54.4K 0.17% 41
2013
Q4 		$494K Sell
4,790
-1,198
-20% -$119K 0.19% 49
2013
Q3 		$564K Sell
5,988
-267
-4% -$25K 0.26% 48
2013
Q2 		$562K Buy
+6,255
New +$560K 0.31% 49

Other funds holding IWB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Annex Advisory Services's IWB Position: Q2 2026 in Review

Annex Advisory Services reduced its iShares Russell 1000 ETF (IWB) stake by 6.3% in Q2 2026, selling an estimated $62.6K and leaving 2,346 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #198.

Annex Advisory Services first reported a position in IWB in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.67M in Q4 2025. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Annex Advisory Services held 2,346 shares of iShares Russell 1000 ETF worth $961K as of Q2 2026.
  • Annex Advisory Services sold 158 iShares Russell 1000 ETF shares in Q2 2026, an estimated $62.6K.
  • iShares Russell 1000 ETF made up 0.02% of Annex Advisory Services's portfolio in Q2 2026, its #198 holding.
  • Annex Advisory Services first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 45 quarters since.
  • Annex Advisory Services's iShares Russell 1000 ETF position peaked at $3.67M in Q4 2025.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.