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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
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% -$9.65K 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

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Annex Advisory Services opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 538 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in IWO as recently as Q4 2024.

Annex Advisory Services first reported a position in IWO in Q2 2013 and has held it in 22 quarters since. The position peaked at $795K in Q3 2013. 189 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Annex Advisory Services held 538 shares of iShares Russell 2000 Growth ETF worth $212K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Annex Advisory Services position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #343 holding.
  • Annex Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 22 quarters since.
  • Annex Advisory Services's iShares Russell 2000 Growth ETF position peaked at $795K in Q3 2013.
  • 189 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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