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Annex Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

Annex Advisory Services’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,016
Closed -$780K – 388
2025
Q4 		$780K Buy
+2,016
New +$774K 0.01% 200

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Annex Advisory Services's IWV Position: Q1 2026 in Review

Annex Advisory Services sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 2,016 shares — an estimated $780K sold.

Annex Advisory Services first reported a position in IWV in Q4 2025 and held it in 1 quarter. The position peaked at $780K in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Annex Advisory Services reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Annex Advisory Services sold 2,016 iShares Russell 3000 ETF shares in Q1 2026, an estimated $780K.
  • Annex Advisory Services first reported a position in iShares Russell 3000 ETF in Q4 2025 and held it in 1 quarter.
  • Annex Advisory Services's iShares Russell 3000 ETF position peaked at $780K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Annex Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.