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
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

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

View all positions for Howe and Rusling

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Financial Engines Advisors L.L.C
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index