Albion Financial Group »

iShares S&P MidCap 400 Index shares owned by Albion Financial Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Albion Financial Group from 13F filings

Historical chart of Albion Financial Group investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Albion Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Index by Albion Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $503k 8.3k 60.74
2023-12-31 $500k 1.8k 277.17
2023-09-30 $425k 1.7k 249.29
2023-06-30 $450k 1.7k 261.42
2023-03-31 $473k 1.9k 250.21
2022-12-31 $470k 1.9k 241.91
2022-09-30 $430k 2.0k 219.39
2022-06-30 $479k 2.1k 226.26
2022-03-31 $574k 2.1k 268.22
2021-12-31 $618k 2.2k 283.10
2021-09-30 $1.4M 5.3k 263.14
2021-06-30 $1.7M 6.2k 268.69
2020-12-31 $2.1M 9.2k 229.89
2020-09-30 $1.9M 10k 185.35
2020-06-30 $1.9M 11k 177.82
2020-03-31 $1.6M 11k 143.82
2019-12-31 $2.3M 11k 205.86
2019-09-30 $2.2M 12k 193.24
2019-06-30 $2.4M 12k 194.25
2019-03-31 $2.4M 13k 189.37
2018-12-31 $2.1M 13k 166.08
2018-09-30 $2.5M 13k 201.26
2018-06-30 $2.4M 13k 194.78
2018-03-31 $2.9M 16k 187.58
2017-12-31 $3.2M 17k 189.78
2017-09-30 $3.1M 18k 178.92
2017-06-30 $3.1M 18k 173.93
2017-03-31 $3.1M 18k 171.19
2016-12-31 $2.6M 18k 144.19
2016-09-30 $3.0M 19k 154.71
2016-06-30 $2.7M 18k 149.40
2016-03-31 $2.6M 18k 144.19
2015-12-31 $2.3M 16k 139.34
2015-09-30 $2.3M 17k 136.60

More positions owned by Albion Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Mid Cap Etf (IWR)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Costco Wholesale Corporation (COST)

View all positions for Albion Financial Group

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index