IWR — Russell Midcap Index iShare COM

Ownership history in ALBION FINANCIAL GROUP /UT  ·  94 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported Russell Midcap Index iShare COM (IWR) in 94 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.9% in 2024 Q1. The latest visible filing shows IWR at 5.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBION FINANCIAL GROUP /UT's position in Russell Midcap Index iShare COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWR was reported at 5.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.9% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWR stock page ALBION FINANCIAL GROUP /UT fund profile ALBION FINANCIAL GROUP /UT full holdings
How ALBION FINANCIAL GROUP /UT held IWR — position size vs. price
% of Fund (quarterly)    IWR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 853,473 -20,650 -2.4% 5.11% $82.2M 2026-02-14 (Est.) $101.45
2025 Q3 ADDED 874,123 +2,464 +0.3% 5.10% $84.4M 2025-10-20 $95.75
2025 Q2 REDUCED 871,659 -4,458 -0.5% 5.24% $80.2M 2025-07-17 $92.75
2025 Q1 REDUCED 876,117 -116 -0.0% 5.27% $74.5M 2025-04-25 $82.29
2024 Q4 REDUCED 876,233 -29,603 -3.3% 5.30% $77.5M 2025-01-17 $90.14
2024 Q3 REDUCED 905,836 -817 -0.1% 5.54% $79.8M 2024-10-09 $86.40
2024 Q2 REDUCED 906,653 -1,731 -0.2% 5.54% $73.5M 2024-07-10 $79.38
2024 Q1 REDUCED 908,384 -5,304 -0.6% 5.90% $76.4M 2024-04-19 $76.61
2023 Q4 ADDED 913,688 +13,008 +1.4% 5.85% $71.0M 2024-01-26 $75.03
85 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWR

As of 2026 Q1 — sorted by position size

CCG WEALTH MANAGEMENT, LLC 3Y 7.43% Taylor & Morgan Wealth Management, LLC 3Y 7.09% LIFE LINE WEALTH MANAGEMENT LLC 6.43% Sincerus Advisory, LLC 5.88% PFW Advisors LLC 5.55% Baron Financial Group, LLC 3Y 3.57% Coastline Trust Co 3Y 7Y 3.27% WASHINGTON TRUST Co 3Y 7Y 3.0% Plan Group Financial, LLC 3Y 1.98% Ullmann Wealth Partners Group, LLC 3Y 7Y 1.93%

FAQ About ALBION FINANCIAL GROUP /UT and IWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALBION FINANCIAL GROUP /UT reported owning IWR?

ALBION FINANCIAL GROUP /UT reported IWR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWR position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for IWR was 5.90% in 2024 Q1.

What is the latest reported IWR position on this page?

The most recent filing on this page is 2025 Q4, when ALBION FINANCIAL GROUP /UT reported 853,473 shares, equal to 5.11% of portfolio, with an estimated market value of $82.2M.

What does the chart on this IWR ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT's quarterly IWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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