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

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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
2025-09-30 $335k 3.0k 110.57
2025-06-30 $302k 3.0k 99.47
2025-03-31 $296k 3.0k 97.47
2024-12-31 $328k 3.0k 108.60
2024-09-30 $325k 3.0k 107.65
2024-03-31 $310k 3.0k 102.75
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

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 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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