iShares S&P MidCap 400 Value Index shares owned by Howe and Rusling
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Howe and Rusling
from 13F filings
Historical chart of Howe and Rusling investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Howe and Rusling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21k | 164 | 129.49 |
| 2025-06-30 | $20k | 159 | 123.71 |
| 2025-03-31 | $5.2k | 43 | 120.19 |
| 2024-12-31 | $48k | 380 | 125.02 |
| 2024-09-30 | $5.3k | 43 | 123.63 |
| 2024-03-31 | $7.5k | 63 | 118.30 |
| 2023-12-31 | $6.2k | 54 | 114.06 |
| 2018-03-31 | $29k | 185 | 156.76 |
| 2017-12-31 | $30k | 185 | 162.16 |
| 2017-09-30 | $28k | 185 | 151.35 |
| 2017-06-30 | $27k | 185 | 145.95 |
| 2017-03-31 | $27k | 185 | 145.95 |
| 2016-12-31 | $27k | 185 | 145.95 |
| 2016-09-30 | $25k | 185 | 135.14 |
| 2016-06-30 | $24k | 185 | 129.73 |
| 2016-03-31 | $23k | 185 | 124.32 |
| 2015-12-31 | $22k | 185 | 118.92 |
| 2015-09-30 | $21k | 185 | 113.51 |
| 2015-06-30 | $21k | 162 | 129.63 |
| 2015-03-31 | $21k | 162 | 129.63 |
| 2014-12-31 | $21k | 162 | 129.63 |
| 2014-09-30 | $19k | 162 | 117.28 |
| 2014-06-30 | $21k | 162 | 129.63 |
| 2013-12-31 | $38k | 324 | 117.28 |
| 2013-09-30 | $17k | 162 | 104.94 |
| 2013-06-30 | $13k | 127 | 102.36 |
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