Howe and Rusling »

iShares S&P SmallCap 600 Value Idx shares owned by Howe and Rusling

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Howe and Rusling from 13F filings

Historical chart of Howe and Rusling investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Howe and Rusling consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Howe and Rusling

Quarter filed Position value Share count Share price at filing
2023-12-31 $316k 3.1k 103.06
2023-09-30 $269k 3.0k 89.21
2023-06-30 $287k 3.0k 95.08
2023-03-31 $282k 3.0k 93.58
2022-12-31 $276k 3.0k 91.30
2022-09-30 $248k 3.0k 82.47
2022-06-30 $268k 3.0k 89.13
2022-03-31 $308k 3.0k 102.43
2021-12-31 $338k 3.2k 104.55
2021-09-30 $326k 3.2k 100.84
2021-06-30 $297k 2.8k 105.36
2021-03-31 $284k 2.8k 100.74
2020-12-31 $229k 2.8k 81.23
2020-09-30 $184k 1.5k 122.50
2020-06-30 $181k 1.5k 120.51
2020-03-31 $132k 1.3k 100.23
2019-12-31 $212k 1.3k 160.97
2019-09-30 $198k 1.3k 150.34
2019-06-30 $196k 1.3k 148.82
2019-03-31 $242k 1.6k 147.29
2018-09-30 $88k 526 167.30
2017-06-30 $26k 185 140.54
2017-03-31 $26k 185 140.54
2016-12-31 $55k 394 139.59
2016-09-30 $23k 185 124.32
2016-06-30 $22k 185 118.92
2016-03-31 $21k 185 113.51
2015-12-31 $20k 185 108.11
2015-09-30 $19k 185 102.70
2015-06-30 $19k 160 118.75
2015-03-31 $19k 160 118.75
2014-12-31 $19k 160 118.75
2014-09-30 $17k 160 106.25
2014-06-30 $18k 160 112.50
2013-12-31 $36k 320 112.50
2013-09-30 $16k 160 100.00
2013-06-30 $11k 120 91.67

More positions owned by Howe and Rusling

Ishares Tr Intrm Gov Cr Etf (GVI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Broadcom (AVGO)
Ishares Tr Core S&p Us Gwt (IUSG)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Constellation Brands Cl A (STZ)
Amazon (AMZN)
Caterpillar (CAT)

View all positions for Howe and Rusling

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
HighTower Advisors

View all funds holding iShares S&P SmallCap 600 Value Idx