AAS
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Annex Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Annex Advisory Services’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.43M Buy
35,687
+439
+1% +$52.9K 0.08% 111
2026
Q1 		$3.76M Sell
35,248
-1,812
-5% -$206K 0.07% 118
2025
Q4 		$4.39M Buy
37,060
+1,184
+3% +$140K 0.08% 111
2025
Q3 		$4.2M Buy
35,876
+2,884
+9% +$321K 0.09% 100
2025
Q2 		$3.5M Buy
32,992
+1,184
+4% +$113K 0.08% 102
2025
Q1 		$2.87M Sell
31,808
-808
-2% -$79.7K 0.08% 105
2024
Q4 		$3.27M Sell
32,616
-608
-2% -$59.8K 0.1% 98
2024
Q3 		$3.12M Sell
33,224
-16
-0% -$1.45K 0.1% 97
2024
Q2 		$3.03M Buy
33,240
+1,344
+4% +$115K 0.11% 95
2024
Q1 		$2.69M Buy
31,896
+1,432
+5% +$115K 0.1% 97
2023
Q4 		$2.31M Sell
30,464
-3,344
-10% -$236K 0.1% 98
2023
Q3 		$2.25M Sell
33,808
-1,116
-3% -$77.1K 0.14% 87
2023
Q2 		$2.4M Sell
34,924
-16
-0% -$1.02K 0.13% 86
2023
Q1 		$2.13M Sell
34,940
-2,684
-7% -$155K 0.11% 87
2022
Q4 		$2.02M Sell
37,624
-532
-1% -$29.3K 0.11% 91
2022
Q3 		$2.01M Sell
38,156
-440
-1% -$25.9K 0.14% 90
2022
Q2 		$2.11M Buy
38,596
+292
+0.8% +$17.5K 0.15% 91
2022
Q1 		$2.66M Buy
38,304
+1,788
+5% +$122K 0.19% 83
2021
Q4 		$2.79M Buy
36,516
+2,716
+8% +$201K 0.19% 77
2021
Q3 		$2.32M Sell
33,800
-3,560
-10% -$252K 0.19% 79
2021
Q2 		$2.54M Sell
37,360
-360
-1% -$23.2K 0.21% 79
2021
Q1 		$2.29M Sell
37,720
-2,452
-6% -$149K 0.22% 77
2020
Q4 		$2.42M Buy
40,172
+2,472
+7% +$141K 0.24% 71
2020
Q3 		$2.04M Sell
37,700
-336
-0.9% -$17.7K 0.26% 48
2020
Q2 		$1.82M Sell
38,036
-868
-2% -$38.3K 0.25% 50
2020
Q1 		$1.47M Sell
38,904
-932
-2% -$40.2K 0.21% 47
2019
Q4 		$1.75M Sell
39,836
-524
-1% -$21.9K 0.21% 57
2019
Q3 		$1.61M Buy
40,360
+188
+0.5% +$7.54K 0.22% 54
2019
Q2 		$1.58M Sell
40,172
-368
-0.9% -$14.2K 0.22% 54
2019
Q1 		$1.53M Sell
40,540
-30,748
-43% -$1.1M 0.23% 54
2018
Q4 		$2.33M Sell
71,288
-428
-0.6% -$15.1K 0.37% 31
2018
Q3 		$2.8M Sell
71,716
-1,448
-2% -$54.8K 0.43% 27
2018
Q2 		$2.63M Sell
73,164
-1,168
-2% -$41.2K 0.45% 22
2018
Q1 		$2.53M Sell
74,332
-5,780
-7% -$203K 0.46% 21
2017
Q4 		$2.7M Sell
80,112
-4,388
-5% -$144K 0.51% 17
2017
Q3 		$2.64M Sell
84,500
-9,628
-10% -$295K 0.54% 17
2017
Q2 		$2.8M Sell
94,128
-2,880
-3% -$84.5K 0.62% 14
2017
Q1 		$2.76M Sell
97,008
-5,528
-5% -$153K 0.69% 14
2016
Q4 		$2.69M Buy
102,536
+3,196
+3% +$83K 0.65% 15
2016
Q3 		$2.59M Sell
99,340
-9,484
-9% -$247K 0.67% 15
2016
Q2 		$2.73M Sell
108,824
-8,772
-7% -$219K 0.74% 13
2016
Q1 		$2.93M Sell
117,596
-19,304
-14% -$456K 0.83% 13
2015
Q4 		$3.4M Sell
136,900
-13,048
-9% -$326K 1% 13
2015
Q3 		$3.49M Buy
149,948
+76
+0.1% +$1.87K 1.13% 12
2015
Q2 		$3.71M Sell
149,872
-9,512
-6% -$239K 1.19% 12
2015
Q1 		$3.94M Sell
159,384
-12,944
-8% -$316K 1.27% 13
2014
Q4 		$4.12M Sell
172,328
-3,340
-2% -$78.1K 1.28% 14
2014
Q3 		$4.02M Sell
175,668
-2,004
-1% -$45.9K 1.36% 15
2014
Q2 		$4.04M Sell
177,672
-3,788
-2% -$83.1K 1.38% 16
2014
Q1 		$3.93M Sell
181,460
-23,976
-12% -$515K 1.46% 15
2013
Q4 		$4.41M Sell
205,436
-78,480
-28% -$1.61M 1.69% 17
2013
Q3 		$5.55M Sell
283,916
-55,132
-16% -$1.06M 2.59% 13
2013
Q2 		$6.17M Buy
+339,048
New +$6.21M 3.4% 9

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

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

Annex Advisory Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q2 2026, buying an estimated $52.9K and bringing the position to 35,687 shares worth $4.43M. The position accounts for 0.08% of the portfolio, ranked #111.

Annex Advisory Services first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.17M in Q2 2013. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Annex Advisory Services held 35,687 shares of iShares Russell 1000 Growth ETF worth $4.43M as of Q2 2026.
  • Annex Advisory Services bought 439 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $52.9K.
  • iShares Russell 1000 Growth ETF made up 0.08% of Annex Advisory Services's portfolio in Q2 2026, its #111 holding.
  • Annex Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Annex Advisory Services's iShares Russell 1000 Growth ETF position peaked at $6.17M in Q2 2013.
  • 490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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