iShares S&P 500 Index shares owned by Howe and Rusling
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Howe and Rusling
from 13F filings
Historical chart of Howe and Rusling investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Howe and Rusling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $24M | 51k | 477.63 |
| 2023-09-30 | $20M | 46k | 429.43 |
| 2023-06-30 | $21M | 46k | 445.71 |
| 2023-03-31 | $18M | 44k | 411.08 |
| 2022-12-31 | $16M | 41k | 384.21 |
| 2022-09-30 | $15M | 41k | 358.66 |
| 2022-06-30 | $15M | 40k | 379.15 |
| 2022-03-31 | $18M | 40k | 453.68 |
| 2021-12-31 | $19M | 41k | 476.98 |
| 2021-09-30 | $17M | 39k | 430.81 |
| 2021-06-30 | $16M | 37k | 429.92 |
| 2021-03-31 | $14M | 35k | 397.81 |
| 2020-12-31 | $7.3M | 19k | 375.41 |
| 2020-09-30 | $8.2M | 25k | 336.05 |
| 2020-06-30 | $7.8M | 25k | 309.70 |
| 2020-03-31 | $6.3M | 24k | 258.41 |
| 2019-12-31 | $6.7M | 21k | 323.26 |
| 2019-09-30 | $6.1M | 20k | 298.51 |
| 2019-06-30 | $5.9M | 20k | 294.76 |
| 2019-03-31 | $5.9M | 21k | 284.58 |
| 2018-12-31 | $3.3M | 13k | 251.60 |
| 2018-09-30 | $127k | 433 | 293.30 |
| 2018-06-30 | $46k | 170 | 270.59 |
| 2017-12-31 | $39k | 145 | 268.97 |
| 2016-12-31 | $3.1M | 14k | 225.01 |
| 2016-09-30 | $44k | 200 | 220.00 |
| 2013-12-31 | $88k | 476 | 184.87 |
| 2013-06-30 | $8.0k | 52 | 153.85 |