iShares Russell 3000 Index shares owned by Albion Financial Group
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Albion Financial Group
from 13F filings
Historical chart of Albion Financial Group investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 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 Russell 3000 Index by Albion Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 558 | 378.94 |
| 2025-06-30 | $196k | 558 | 351.00 |
| 2025-03-31 | $177k | 558 | 317.64 |
| 2024-12-31 | $187k | 558 | 334.25 |
| 2024-09-30 | $182k | 558 | 326.73 |
| 2024-06-30 | $172k | 558 | 308.67 |
| 2024-03-31 | $167k | 558 | 300.08 |
| 2023-12-31 | $153k | 558 | 273.74 |
| 2023-09-30 | $137k | 558 | 245.06 |
| 2023-06-30 | $142k | 558 | 254.48 |
| 2023-03-31 | $131k | 558 | 235.41 |
| 2022-12-31 | $123k | 558 | 220.68 |
| 2022-09-30 | $116k | 558 | 207.89 |
| 2022-06-30 | $121k | 558 | 216.85 |
| 2022-03-31 | $146k | 558 | 261.65 |
| 2021-12-31 | $155k | 558 | 277.78 |
| 2021-09-30 | $142k | 558 | 254.48 |
| 2021-06-30 | $143k | 558 | 256.27 |
| 2020-12-31 | $125k | 558 | 224.01 |