Albion Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.23M | Buy |
55,044
+43,224
| +366% | +$5.2M | 0.4% | 54 |
|
|
2025
Q4 | $1.46M | Sell |
11,820
-342
| -3% | -$41.9K | 0.09% | 93 |
|
|
2025
Q3 | $1.47M | Buy |
12,162
+217
| +2% | +$25K | 0.09% | 91 |
|
|
2025
Q2 | $1.32M | Sell |
11,945
-129,102
| -92% | -$12.8M | 0.09% | 98 |
|
|
2025
Q1 | $13.1M | Buy |
141,047
+133,747
| +1,832% | +$13.5M | 0.93% | 32 |
|
|
2024
Q4 | $741K | Sell |
7,300
-756
| -9% | -$75.4K | 0.05% | 128 |
|
|
2024
Q3 | $771K | Buy |
8,056
+756
| +10% | +$69.8K | 0.05% | 125 |
|
|
2024
Q2 | $676K | Sell |
7,300
-102
| -1% | -$8.79K | 0.05% | 124 |
|
|
2024
Q1 | $625K | Sell |
7,402
-623
| -8% | -$50.1K | 0.05% | 126 |
|
|
2023
Q4 | $603K | Buy |
8,025
+725
| +10% | +$51.6K | 0.05% | 129 |
|
|
2023
Q3 | $499K | Sell |
7,300
-13,369
| -65% | -$946K | 0.05% | 132 |
|
|
2023
Q2 | $1.46M | Buy |
20,669
+13,369
| +183% | +$884K | 0.13% | 87 |
|
|
2023
Q1 | $466K | Sell |
7,300
-1,900
| -21% | -$116K | 0.04% | 130 |
|
|
2022
Q4 | $538K | Hold |
9,200
| – | – | 0.05% | 128 |
|
|
2022
Q3 | $532K | Hold |
9,200
| – | – | 0.05% | 129 |
|
|
2022
Q2 | $555K | Hold |
9,200
| – | – | 0.06% | 130 |
|
|
2022
Q1 | $703K | Hold |
9,200
| – | – | 0.06% | 129 |
|
|
2021
Q4 | $770K | Hold |
9,200
| – | – | 0.06% | 129 |
|
|
2021
Q3 | $680K | Hold |
9,200
| – | – | 0.06% | 136 |
|
|
2021
Q2 | $669K | Buy |
+9,200
| New | +$637K | 0.06% | 135 |
|
|
2020
Q4 | $587K | Hold |
9,200
| – | – | 0.06% | 132 |
|
|
2020
Q3 | $531K | Hold |
9,200
| – | – | 0.06% | 148 |
|
|
2020
Q2 | $477K | Hold |
9,200
| – | – | 0.06% | 147 |
|
|
2020
Q1 | $380K | Hold |
9,200
| – | – | 0.06% | 148 |
|
|
2019
Q4 | $445K | Hold |
9,200
| – | – | 0.05% | 149 |
|
|
2019
Q3 | $414K | Hold |
9,200
| – | – | 0.05% | 151 |
|
|
2019
Q2 | $412K | Sell |
9,200
-1,200
| -12% | -$52.8K | 0.05% | 153 |
|
|
2019
Q1 | $448K | Hold |
10,400
| – | – | 0.06% | 150 |
|
|
2018
Q4 | $392K | Hold |
10,400
| – | – | 0.06% | 147 |
|
|
2018
Q3 | $461K | Sell |
10,400
-496
| -5% | -$21.3K | 0.06% | 142 |
|
|
2018
Q2 | $443K | Sell |
10,896
-1,080
| -9% | -$43.4K | 0.06% | 143 |
|
|
2018
Q1 | $464K | Hold |
11,976
| – | – | 0.07% | 136 |
|
|
2017
Q4 | $457K | Hold |
11,976
| – | – | 0.07% | 131 |
|
|
2017
Q3 | $429K | Hold |
11,976
| – | – | 0.07% | 134 |
|
|
2017
Q2 | $410K | Hold |
11,976
| – | – | 0.07% | 136 |
|
|
2017
Q1 | $394K | Hold |
11,976
| – | – | 0.06% | 142 |
|
|
2016
Q4 | $365K | Hold |
11,976
| – | – | 0.06% | 135 |
|
|
2016
Q3 | $364K | Hold |
11,976
| – | – | 0.06% | 140 |
|
|
2016
Q2 | $349K | Hold |
11,976
| – | – | 0.06% | 132 |
|
|
2016
Q1 | $347K | Sell |
11,976
-3,460
| -22% | -$95.2K | 0.06% | 133 |
|
|
2015
Q4 | $447K | Buy |
+15,436
| New | +$449K | 0.08% | 119 |
|
Other funds holding IVW
Albion Financial Group's IVW Position: Q1 2026 in Review
Albion Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 366% in Q1 2026, buying an estimated $5.2M and bringing the position to 55,044 shares worth $6.23M. The position accounts for 0.4% of the portfolio, ranked #54.
Albion Financial Group first reported a position in IVW in Q4 2015 and has held it in 41 quarters since. The position peaked at $13.1M in Q1 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Albion Financial Group held 55,044 shares of iShares S&P 500 Growth ETF worth $6.23M as of Q1 2026.
- Albion Financial Group bought 43,224 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $5.2M.
- iShares S&P 500 Growth ETF made up 0.4% of Albion Financial Group's portfolio in Q1 2026, its #54 holding.
- Albion Financial Group first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 41 quarters since.
- Albion Financial Group's iShares S&P 500 Growth ETF position peaked at $13.1M in Q1 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.