Albion Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Albion Financial Group’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Hold	558	–	–	0.01%	180
2026 Q1	$207K	Hold	558	–	–	0.01%	171
2025 Q4	$216K	Hold	558	–	–	0.01%	166
2025 Q3	$211K	Hold	558	–	–	0.01%	170
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%	177
2022 Q3	$116K	Hold	558	–	–	0.01%	182
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	+$139K	0.01%	197
2020 Q4	$125K	Buy	+558	New	+$117K	0.01%	202

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Albion Financial Group's IWV Position: Q2 2026 in Review

Albion Financial Group held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 558 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #180.

Albion Financial Group first reported a position in IWV in Q4 2020 and has held it in 22 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Albion Financial Group held 558 shares of iShares Russell 3000 ETF worth $238K as of Q2 2026.
Albion Financial Group left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #180 holding.
Albion Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 22 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.