Annex Advisory Services, LLC's ownership history for IWM

Annex Advisory Services, LLC currently holds 937 shares with a market value of $232.3K. It started holding IWM on 2024-09-30. At its peak, it held 1.6K shares on 2024-09-30. Its highest holding value was $383.9K on 2025-09-30. At its lowest, it held 870 shares on 2025-12-31, with a value of $214.1K on 2025-12-31. In the recent 180 days, Annex Advisory Services, LLC has decreased its shares by 650. In the recent year, Annex Advisory Services, LLC has decreased its shares by 419.