Annex Advisory Services
IWO icon

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

Annex Advisory Services’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$201K Buy
563
+25
+5% +$9.43K ﹤0.01% 375
2026
Q2 		$212K Buy
+538
New +$196K ﹤0.01% 343
2025
Q1 		– Sell
-1,763
Closed -$507K – 324
2024
Q4 		$507K Buy
+1,763
New +$522K 0.02% 211
2018
Q2 		– Sell
-1,078
Closed -$205K – 131
2018
Q1 		$205K Sell
1,078
-260
-19% -$49.9K 0.04% 120
2017
Q4 		$250K Buy
1,338
+37
+3% +$6.75K 0.05% 109
2017
Q3 		$233K Sell
1,301
-1,125
-46% -$191K 0.05% 108
2017
Q2 		$409K Sell
2,426
-211
-8% -$34.7K 0.09% 84
2017
Q1 		$426K Sell
2,637
-37
-1% -$5.87K 0.11% 78
2016
Q4 		$412K Sell
2,674
-36
-1% -$5.37K 0.1% 76
2016
Q3 		$403K Sell
2,710
-458
-14% -$66.7K 0.1% 77
2016
Q2 		$435K Sell
3,168
-157
-5% -$21.2K 0.12% 80
2016
Q1 		$441K Sell
3,325
-110
-3% -$13.7K 0.13% 76
2015
Q4 		$478K Sell
3,435
-403
-11% -$57.2K 0.14% 71
2015
Q3 		$514K Buy
3,838
+94
+3% +$13.9K 0.17% 56
2015
Q2 		$579K Sell
3,744
-63
-2% -$9.7K 0.19% 35
2015
Q1 		$577K Sell
3,807
-697
-15% -$102K 0.19% 33
2014
Q4 		$641K Sell
4,504
-182
-4% -$24.6K 0.2% 33
2014
Q3 		$608K Sell
4,686
-100
-2% -$13.4K 0.21% 33
2014
Q2 		$663K Sell
4,786
-84
-2% -$11K 0.23% 33
2014
Q1 		$663K Sell
4,870
-766
-14% -$105K 0.25% 32
2013
Q4 		$764K Sell
5,636
-683
-11% -$88.5K 0.29% 33
2013
Q3 		$795K Sell
6,319
-429
-6% -$51.7K 0.37% 41
2013
Q2 		$753K Buy
+6,748
New +$737K 0.42% 42

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

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

Annex Advisory Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 4.6% in Q3 2026, buying an estimated $9.43K and bringing the position to 563 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Annex Advisory Services first reported a position in IWO in Q2 2013 and has held it in 23 quarters since. The position peaked at $795K in Q3 2013. 744 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Annex Advisory Services held 563 shares of iShares Russell 2000 Growth ETF worth $201K as of Q3 2026.
  • Annex Advisory Services bought 25 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $9.43K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #375 holding.
  • Annex Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 23 quarters since.
  • Annex Advisory Services's iShares Russell 2000 Growth ETF position peaked at $795K in Q3 2013.
  • 744 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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