Annex Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.12M | Buy |
2,690
+344
| +15% | +$143K | 0.02% | 196 |
|
|
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
Annex Advisory Services's IWB Position: Q3 2026 in Review
Annex Advisory Services increased its iShares Russell 1000 ETF (IWB) stake by 15% in Q3 2026, buying an estimated $143K and bringing the position to 2,690 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #196.
Annex Advisory Services first reported a position in IWB in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.67M in Q4 2025. 539 funds tracked by Wall St. Rank hold IWB as of Q3 2026.
- Annex Advisory Services held 2,690 shares of iShares Russell 1000 ETF worth $1.12M as of Q3 2026.
- Annex Advisory Services bought 344 iShares Russell 1000 ETF shares in Q3 2026, an estimated $143K.
- iShares Russell 1000 ETF made up 0.02% of Annex Advisory Services's portfolio in Q3 2026, its #196 holding.
- Annex Advisory Services first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 46 quarters since.
- Annex Advisory Services's iShares Russell 1000 ETF position peaked at $3.67M in Q4 2025.
- 539 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.
Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.