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Annex Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Annex Advisory Services’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$639K Buy
2,125
+1,188
+127% +$334K 0.01% 230
2026
Q1 		$232K Buy
937
+67
+8% +$17.3K ﹤0.01% 340
2025
Q4 		$214K Sell
870
-717
-45% -$176K ﹤0.01% 344
2025
Q3 		$384K Buy
1,587
+167
+12% +$38.3K 0.01% 237
2025
Q2 		$307K Buy
1,420
+64
+5% +$12.9K 0.01% 251
2025
Q1 		$271K Sell
1,356
-111
-8% -$24.1K 0.01% 255
2024
Q4 		$324K Sell
1,467
-122
-8% -$27.8K 0.01% 243
2024
Q3 		$351K Sell
1,589
-157
-9% -$33.6K 0.01% 218
2024
Q2 		$354K Buy
1,746
+230
+15% +$46.5K 0.01% 212
2024
Q1 		$319K Sell
1,516
-2
-0.1% -$399 0.01% 219
2023
Q4 		$305K Sell
1,518
-59
-4% -$10.6K 0.01% 213
2023
Q3 		$279K Sell
1,577
-31
-2% -$5.82K 0.02% 207
2023
Q2 		$301K Buy
1,608
+38
+2% +$6.78K 0.02% 188
2023
Q1 		$280K Sell
1,570
-20
-1% -$3.68K 0.02% 191
2022
Q4 		$277K Buy
1,590
+4
+0.3% +$711 0.02% 198
2022
Q3 		$262K Sell
1,586
-222
-12% -$40.5K 0.02% 193
2022
Q2 		$306K Sell
1,808
-71
-4% -$13.1K 0.02% 185
2022
Q1 		$386K Sell
1,879
-231
-11% -$47.1K 0.03% 170
2021
Q4 		$469K Buy
2,110
+429
+26% +$96.9K 0.03% 159
2021
Q3 		$369K Buy
1,681
+11
+0.7% +$2.44K 0.03% 156
2021
Q2 		$383K Buy
1,670
+704
+73% +$158K 0.03% 160
2021
Q1 		$214K Sell
966
-104
-10% -$22.7K 0.02% 189
2020
Q4 		$210K Buy
+1,070
New +$187K 0.02% 182
2020
Q1 		– Sell
-3,473
Closed -$575K – 134
2019
Q4 		$575K Hold
3,473
– – 0.07% 80
2019
Q3 		$526K Sell
3,473
-123
-3% -$18.8K 0.07% 78
2019
Q2 		$559K Sell
3,596
-215
-6% -$33.1K 0.08% 76
2019
Q1 		$583K Buy
3,811
+152
+4% +$22.8K 0.09% 76
2018
Q4 		$490K Buy
3,659
+1,400
+62% +$209K 0.08% 84
2018
Q3 		$381K Sell
2,259
-266
-11% -$44.9K 0.06% 92
2018
Q2 		$414K Sell
2,525
-94
-4% -$15K 0.07% 83
2018
Q1 		$398K Buy
2,619
+767
+41% +$118K 0.07% 88
2017
Q4 		$282K Hold
1,852
– – 0.05% 102
2017
Q3 		$274K Buy
1,852
+165
+10% +$23.2K 0.06% 102
2017
Q2 		$238K Hold
1,687
– – 0.05% 111
2017
Q1 		$232K Sell
1,687
-63
-4% -$8.61K 0.06% 109
2016
Q4 		$236K Buy
1,750
+93
+6% +$11.9K 0.06% 99
2016
Q3 		$206K Buy
+1,657
New +$201K 0.05% 100
2016
Q1 		– Sell
-7,153
Closed -$704K – 117
2015
Q4 		$704K Buy
7,153
+4,145
+138% +$478K 0.21% 40
2015
Q3 		$328K Sell
3,008
-624
-17% -$74K 0.11% 87
2015
Q2 		$453K Sell
3,632
-53
-1% -$6.62K 0.15% 55
2015
Q1 		$458K Buy
3,685
+391
+12% +$47.1K 0.15% 45
2014
Q4 		$394K Sell
3,294
-1,402
-30% -$160K 0.12% 50
2014
Q3 		$514K Sell
4,696
-1,137
-19% -$130K 0.17% 37
2014
Q2 		$693K Sell
5,833
-3,442
-37% -$391K 0.24% 32
2014
Q1 		$1.08M Buy
9,275
+4,663
+101% +$538K 0.4% 27
2013
Q4 		$532K Sell
4,612
-7,894
-63% -$872K 0.2% 42
2013
Q3 		$1.33M Sell
12,506
-70
-0.6% -$7.24K 0.62% 26
2013
Q2 		$1.22M Buy
+12,576
New +$1.2M 0.67% 31

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Annex Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 127% in Q2 2026, buying an estimated $334K and bringing the position to 2,125 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #230.

Annex Advisory Services first reported a position in IWM in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.33M in Q3 2013. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Annex Advisory Services held 2,125 shares of iShares Russell 2000 ETF worth $639K as of Q2 2026.
  • Annex Advisory Services bought 1,188 iShares Russell 2000 ETF shares in Q2 2026, an estimated $334K.
  • iShares Russell 2000 ETF made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #230 holding.
  • Annex Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 48 quarters since.
  • Annex Advisory Services's iShares Russell 2000 ETF position peaked at $1.33M in Q3 2013.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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