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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $114k 197 577.74
2024-06-30 $455k 832 547.23
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