iShares S&P 1500 Index Fund shares owned by Howe and Rusling
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Howe and Rusling
from 13F filings
Historical chart of Howe and Rusling investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Howe and Rusling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $902k | 6.2k | 145.65 |
| 2025-06-30 | $963k | 7.1k | 135.03 |
| 2025-03-31 | $840k | 6.9k | 122.01 |
| 2024-12-31 | $846k | 6.6k | 128.62 |
| 2024-09-30 | $605k | 4.8k | 125.62 |
| 2024-03-31 | $579k | 5.0k | 115.30 |
| 2023-12-31 | $557k | 5.3k | 105.23 |
| 2023-09-30 | $500k | 5.3k | 94.19 |
| 2023-06-30 | $531k | 5.4k | 97.84 |
| 2023-03-31 | $9.1k | 100 | 90.55 |
| 2022-12-31 | $11k | 130 | 84.80 |
| 2022-09-30 | $8.0k | 102 | 78.43 |
| 2022-06-30 | $46k | 551 | 83.48 |
| 2022-03-31 | $66k | 652 | 101.23 |
| 2021-12-31 | $0 | 2 | 0.00 |
| 2020-12-31 | $9.0k | 100 | 90.00 |
| 2017-03-31 | $196k | 3.6k | 54.08 |
| 2016-12-31 | $185k | 3.6k | 51.26 |
| 2014-12-31 | $9.0k | 100 | 90.00 |
| 2014-09-30 | $9.0k | 100 | 90.00 |
| 2014-06-30 | $9.0k | 100 | 90.00 |