Albion Financial Group »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 Growth Index by Albion Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $625k 7.4k 84.44
2023-12-31 $603k 8.0k 75.10
2023-09-30 $500k 7.3k 68.42
2023-06-30 $1.5M 21k 70.48
2023-03-31 $466k 7.3k 63.89
2022-12-31 $538k 9.2k 58.50
2022-09-30 $532k 9.2k 57.83
2022-06-30 $555k 9.2k 60.33
2022-03-31 $703k 9.2k 76.41
2021-12-31 $770k 9.2k 83.70
2021-09-30 $680k 9.2k 73.91
2021-06-30 $669k 9.2k 72.72
2020-12-31 $587k 9.2k 63.80
2020-09-30 $531k 2.3k 230.87
2020-06-30 $477k 2.3k 207.39
2020-03-31 $380k 2.3k 165.22
2019-12-31 $445k 2.3k 193.48
2019-09-30 $414k 2.3k 180.00
2019-06-30 $412k 2.3k 179.13
2019-03-31 $448k 2.6k 172.31
2018-12-31 $392k 2.6k 150.77
2018-09-30 $461k 2.6k 177.31
2018-06-30 $443k 2.7k 162.63
2018-03-31 $464k 3.0k 154.98
2017-12-31 $457k 3.0k 152.64
2017-09-30 $429k 3.0k 143.29
2017-06-30 $410k 3.0k 136.94
2017-03-31 $394k 3.0k 131.60
2016-12-31 $347k 3.0k 115.90
2016-09-30 $364k 3.0k 121.58
2016-06-30 $349k 3.0k 116.57
2016-03-31 $347k 3.0k 115.90
2015-12-31 $447k 3.9k 115.83

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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 500 Growth Index

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