Albion Financial Group »

iShares S&P 500 Index shares owned by Albion Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Albion Financial Group from 13F filings

Historical chart of Albion Financial Group investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Albion Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Albion Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $194k 368 525.73
2023-12-31 $527k 1.1k 477.63
2023-09-30 $670k 1.6k 429.43
2023-06-30 $5.4M 12k 445.71
2023-03-31 $1.6k 4 411.25
2022-12-31 $1.5k 4 384.25

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

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