Albion Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83.4M | Buy |
857,371
+3,898
| +0.5% | +$389K | 5.38% | 2 |
|
|
2025
Q4 | $82.2M | Sell |
853,473
-20,650
| -2% | -$1.99M | 5.11% | 3 |
|
|
2025
Q3 | $84.4M | Buy |
874,123
+2,464
| +0.3% | +$234K | 5.1% | 3 |
|
|
2025
Q2 | $80.2M | Sell |
871,659
-4,458
| -0.5% | -$385K | 5.24% | 2 |
|
|
2025
Q1 | $74.5M | Sell |
876,117
-116
| -0% | -$10.3K | 5.27% | 3 |
|
|
2024
Q4 | $77.5M | Sell |
876,233
-29,603
| -3% | -$2.69M | 5.3% | 3 |
|
|
2024
Q3 | $79.8M | Sell |
905,836
-817
| -0.1% | -$68.8K | 5.54% | 3 |
|
|
2024
Q2 | $73.5M | Sell |
906,653
-1,731
| -0.2% | -$141K | 5.54% | 2 |
|
|
2024
Q1 | $76.4M | Sell |
908,384
-5,304
| -0.6% | -$420K | 5.9% | 2 |
|
|
2023
Q4 | $71M | Buy |
913,688
+13,008
| +1% | +$924K | 5.85% | 2 |
|
|
2023
Q3 | $62.4M | Sell |
900,680
-3,993
| -0.4% | -$291K | 5.76% | 3 |
|
|
2023
Q2 | $66.1M | Sell |
904,673
-16,409
| -2% | -$1.14M | 5.78% | 4 |
|
|
2023
Q1 | $64.4M | Buy |
921,082
+4,293
| +0.5% | +$303K | 5.89% | 3 |
|
|
2022
Q4 | $61.8M | Buy |
916,789
+6,756
| +0.7% | +$456K | 5.97% | 2 |
|
|
2022
Q3 | $56.6M | Buy |
910,033
+5,636
| +0.6% | +$388K | 5.84% | 3 |
|
|
2022
Q2 | $58.5M | Buy |
904,397
+36,368
| +4% | +$2.59M | 5.79% | 3 |
|
|
2022
Q1 | $67.7M | Buy |
868,029
+14,999
| +2% | +$1.15M | 5.77% | 3 |
|
|
2021
Q4 | $70.8M | Buy |
853,030
+39,728
| +5% | +$3.26M | 5.61% | 3 |
|
|
2021
Q3 | $63.6M | Sell |
813,302
-8,222
| -1% | -$659K | 5.57% | 2 |
|
|
2021
Q2 | $65.1M | Buy |
+821,524
| New | +$63.7M | 5.64% | 2 |
|
|
2020
Q4 | $56M | Buy |
816,801
+8,436
| +1% | +$537K | 5.49% | 3 |
|
|
2020
Q3 | $46.4M | Sell |
808,365
-10,026
| -1% | -$571K | 5.02% | 3 |
|
|
2020
Q2 | $43.9M | Buy |
818,391
+10,121
| +1% | +$507K | 5.18% | 2 |
|
|
2020
Q1 | $34.9M | Buy |
808,270
+3,283
| +0.4% | +$181K | 5.1% | 3 |
|
|
2019
Q4 | $48M | Buy |
804,987
+2,374
| +0.3% | +$136K | 5.69% | 2 |
|
|
2019
Q3 | $44.9M | Sell |
802,613
-42,010
| -5% | -$2.35M | 5.76% | 2 |
|
|
2019
Q2 | $47.2M | Buy |
844,623
+9,822
| +1% | +$539K | 6.09% | 2 |
|
|
2019
Q1 | $45M | Buy |
834,801
+2,406
| +0.3% | +$125K | 6.11% | 2 |
|
|
2018
Q4 | $38.7M | Buy |
832,395
+14,055
| +2% | +$709K | 6.03% | 2 |
|
|
2018
Q3 | $45.1M | Buy |
818,340
+19,264
| +2% | +$1.06M | 6.1% | 2 |
|
|
2018
Q2 | $42.4M | Buy |
799,076
+13,976
| +2% | +$736K | 6.11% | 2 |
|
|
2018
Q1 | $40.5M | Buy |
785,100
+12,888
| +2% | +$679K | 6.23% | 2 |
|
|
2017
Q4 | $40.2M | Buy |
772,212
+4,212
| +0.5% | +$214K | 6.12% | 2 |
|
|
2017
Q3 | $37.9M | Buy |
768,000
+19,040
| +3% | +$919K | 5.78% | 3 |
|
|
2017
Q2 | $36M | Sell |
748,960
-792
| -0.1% | -$37.6K | 5.98% | 3 |
|
|
2017
Q1 | $35.1M | Buy |
749,752
+702,636
| +1,491% | +$32.6M | 5.27% | 4 |
|
|
2016
Q4 | $2.11M | Buy |
47,116
+2,452
| +5% | +$107K | 0.35% | 52 |
|
|
2016
Q3 | $1.95M | Buy |
44,664
+2,620
| +6% | +$114K | 0.33% | 57 |
|
|
2016
Q2 | $1.77M | Buy |
42,044
+2,228
| +6% | +$92K | 0.32% | 48 |
|
|
2016
Q1 | $1.62M | Sell |
39,816
-4,064
| -9% | -$155K | 0.28% | 48 |
|
|
2015
Q4 | $1.76M | Sell |
43,880
-540
| -1% | -$22K | 0.3% | 46 |
|
|
2015
Q3 | $1.73M | Sell |
44,420
-109,676
| -71% | -$4.54M | 0.31% | 43 |
|
|
2015
Q2 | $6.56M | Sell |
154,096
-3,784
| -2% | -$165K | 1.09% | 24 |
|
|
2015
Q1 | $6.83M | Sell |
157,880
-8,776
| -5% | -$373K | 1.16% | 22 |
|
|
2014
Q4 | $6.96M | Sell |
166,656
-2,448
| -1% | -$99.4K | 1.2% | 24 |
|
|
2014
Q3 | $6.69M | Buy |
169,104
+1,964
| +1% | +$79.1K | 1.19% | 23 |
|
|
2014
Q2 | $6.79M | Buy |
167,140
+3,000
| +2% | +$117K | 1.18% | 25 |
|
|
2014
Q1 | $6.35M | Buy |
164,140
+4,068
| +3% | +$154K | 1.17% | 26 |
|
|
2013
Q4 | $6M | Sell |
160,072
-256
| -0.2% | -$9.25K | 1.13% | 26 |
|
|
2013
Q3 | $5.57M | Buy |
160,328
+384
| +0.2% | +$13.1K | 1.19% | 26 |
|
|
2013
Q2 | $5.19M | Buy |
+159,944
| New | +$5.18M | 1.15% | 27 |
|
Other funds holding IWR
Albion Financial Group's IWR Position: Q1 2026 in Review
Albion Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.46% in Q1 2026, buying an estimated $389K and bringing the position to 857,371 shares worth $83.4M. The position accounts for 5.38% of the portfolio, ranked #2.
Albion Financial Group first reported a position in IWR in Q2 2013 and has held it in 51 quarters since. The position peaked at $84.4M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Albion Financial Group held 857,371 shares of iShares Russell Mid-Cap ETF worth $83.4M as of Q1 2026.
- Albion Financial Group bought 3,898 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $389K.
- iShares Russell Mid-Cap ETF made up 5.38% of Albion Financial Group's portfolio in Q1 2026, its #2 holding.
- Albion Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
- Albion Financial Group's iShares Russell Mid-Cap ETF position peaked at $84.4M in Q3 2025.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.