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Ishares Tr msci usa smlcp shares owned by Howe and Rusling

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Howe and Rusling from 13F filings

Historical chart of Howe and Rusling investment in Ishares Tr msci usa smlcp

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All positions including Ishares Tr msci usa smlcp 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 Tr msci usa smlcp by Howe and Rusling

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 185 74.35
2025-06-30 $13k 185 67.95
2025-03-31 $12k 185 62.16
2024-12-31 $14k 213 67.50
2023-12-31 $48k 809 58.82
2023-09-30 $42k 809 51.73