AFG
Albion Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Hold |
558
| – | – | 0.01% | 171 |
|
|
2025
Q1 | $177K | Hold |
558
| – | – | 0.01% | 180 |
|
|
2024
Q4 | $187K | Hold |
558
| – | – | 0.01% | 180 |
|
|
2024
Q3 | $182K | Hold |
558
| – | – | 0.01% | 180 |
|
|
2024
Q2 | $172K | Hold |
558
| – | – | 0.01% | 189 |
|
|
2024
Q1 | $167K | Hold |
558
| – | – | 0.01% | 185 |
|
|
2023
Q4 | $153K | Hold |
558
| – | – | 0.01% | 189 |
|
|
2023
Q3 | $137K | Hold |
558
| – | – | 0.01% | 180 |
|
|
2023
Q2 | $142K | Hold |
558
| – | – | 0.01% | 189 |
|
|
2023
Q1 | $131K | Hold |
558
| – | – | 0.01% | 177 |
|
|
2022
Q4 | $123K | Hold |
558
| – | – | 0.01% | 176 |
|
|
2022
Q3 | $116K | Hold |
558
| – | – | 0.01% | 181 |
|
|
2022
Q2 | $121K | Hold |
558
| – | – | 0.01% | 188 |
|
|
2022
Q1 | $146K | Hold |
558
| – | – | 0.01% | 212 |
|
|
2021
Q4 | $155K | Hold |
558
| – | – | 0.01% | 226 |
|
|
2021
Q3 | $142K | Hold |
558
| – | – | 0.01% | 193 |
|
|
2021
Q2 | $143K | Buy |
+558
| New | +$143K | 0.01% | 197 |
|
|
2020
Q4 | $125K | Buy |
+558
| New | +$125K | 0.01% | 202 |
|