iShares S&P MidCap 400 Index shares owned by Howe and Rusling
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Howe and Rusling
from 13F filings
Historical chart of Howe and Rusling investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Howe and Rusling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13k | 45 | 277.16 |
| 2023-09-30 | $11k | 45 | 249.36 |
| 2023-06-30 | $12k | 45 | 261.49 |
| 2022-12-31 | $6.0k | 25 | 241.88 |
| 2022-09-30 | $32k | 147 | 217.69 |
| 2022-06-30 | $18k | 80 | 225.00 |
| 2022-03-31 | $21k | 80 | 262.50 |
| 2021-12-31 | $23k | 80 | 287.50 |
| 2021-09-30 | $27k | 103 | 262.14 |
| 2021-06-30 | $28k | 103 | 271.84 |
| 2021-03-31 | $27k | 103 | 262.14 |
| 2020-12-31 | $18k | 80 | 225.00 |
| 2020-09-30 | $15k | 80 | 187.50 |
| 2020-06-30 | $14k | 80 | 175.00 |
| 2020-03-31 | $137k | 950 | 144.21 |
| 2019-12-31 | $196k | 950 | 206.32 |
| 2019-09-30 | $184k | 950 | 193.68 |
| 2019-06-30 | $185k | 950 | 194.74 |
| 2019-03-31 | $15k | 80 | 187.50 |
| 2018-12-31 | $27k | 160 | 168.75 |
| 2018-09-30 | $32k | 160 | 200.00 |
| 2018-06-30 | $31k | 160 | 193.75 |
| 2018-03-31 | $30k | 160 | 187.50 |
| 2017-12-31 | $30k | 160 | 187.50 |
| 2017-09-30 | $60k | 336 | 178.57 |
| 2016-12-31 | $77k | 466 | 165.24 |
| 2016-03-31 | $34k | 234 | 145.30 |
| 2013-12-31 | $234k | 1.8k | 133.71 |
| 2013-09-30 | $39k | 318 | 122.64 |
| 2013-06-30 | $37k | 318 | 116.35 |