Annex Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
Other funds holding IWP
Annex Advisory Services's IWP Position: Q3 2026 in Review
Annex Advisory Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.4% in Q3 2026, buying an estimated $12.9K and bringing the position to 6,788 shares worth $935K. The position accounts for 0.02% of the portfolio, ranked #211.
Annex Advisory Services first reported a position in IWP in Q1 2024 and has held it in 11 quarters since. The position peaked at $980K in Q2 2026. 942 funds tracked by Wall St. Rank hold IWP as of Q3 2026.
- Annex Advisory Services held 6,788 shares of iShares Russell Mid-Cap Growth ETF worth $935K as of Q3 2026.
- Annex Advisory Services bought 92 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $12.9K.
- iShares Russell Mid-Cap Growth ETF made up 0.02% of Annex Advisory Services's portfolio in Q3 2026, its #211 holding.
- Annex Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 11 quarters since.
- Annex Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $980K in Q2 2026.
- 942 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.
Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.