Howe and Rusling »

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

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

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

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All positions including iShares S&P SmallCap 600 Index 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 Index by Howe and Rusling

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 88k 118.83
2025-06-30 $9.5M 87k 109.29
2025-03-31 $7.9M 76k 104.57
2024-12-31 $7.8M 68k 115.22
2024-09-30 $7.9M 68k 116.96
2024-03-31 $7.2M 65k 110.52
2023-12-31 $6.9M 63k 108.25
2023-09-30 $5.6M 59k 94.33
2023-06-30 $5.7M 58k 99.65
2023-03-31 $5.4M 56k 96.70
2022-12-31 $5.1M 54k 94.64
2022-09-30 $4.9M 56k 87.18
2022-06-30 $4.9M 54k 92.41
2022-03-31 $5.5M 51k 107.88
2021-12-31 $6.2M 54k 114.51
2021-09-30 $5.8M 53k 109.20
2021-06-30 $5.9M 52k 112.98
2021-03-31 $6.1M 56k 108.53
2020-12-31 $5.3M 58k 91.90
2020-09-30 $4.8M 69k 70.23
2020-06-30 $4.6M 67k 68.29
2020-03-31 $3.7M 66k 56.11
2019-12-31 $4.6M 55k 83.85
2019-09-30 $4.2M 54k 77.84
2019-06-30 $4.3M 55k 78.27
2019-03-31 $4.1M 53k 77.15
2018-12-31 $3.3M 47k 69.32
2018-09-30 $163k 1.9k 86.98
2018-06-30 $21k 250 84.00
2017-09-30 $12k 162 74.07
2017-06-30 $11k 162 67.90
2017-03-31 $49k 707 69.31
2016-12-31 $58k 419 138.42
2016-09-30 $18k 141 127.66
2016-06-30 $16k 141 113.48
2016-03-31 $24k 216 111.11
2015-09-30 $1.0k 8 125.00
2015-06-30 $1.0k 8 125.00
2015-03-31 $7.0k 61 114.75
2014-12-31 $8.0k 67 119.40
2014-09-30 $1.0k 8 125.00
2014-06-30 $999 9 111.11
2013-12-31 $15k 139 107.91

More positions owned by Howe and Rusling

Broadcom (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Gwt (IUSG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple Call Call Option (Principal) (AAPL)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core S&p Us Vlu (IUSV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Howe and Rusling

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index