Ownership history in HOWE & RUSLING INC · 36 quarters on record
This page tracks every 13F SEC filing in which HOWE & RUSLING INC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 81,145 | +2,690 | +3.4% | 3.68% | $55.6M | $683.12 |
| 2025 Q3 | ADDED | 78,455 | +2,567 | +3.4% | 3.60% | $52.5M | $665.17 |
| 2025 Q2 | ADDED | 75,888 | +11,862 | +18.5% | 3.48% | $47.1M | $615.21 |
| 2025 Q1 | ADDED | 64,026 | +4,473 | +7.5% | 3.03% | $36.0M | $555.02 |
| 2024 Q4 | ADDED | 59,553 | +847 | +1.4% | 3.02% | $35.1M | $579.67 |
| 2024 Q3 | ADDED | 58,706 | +525 | +0.9% | 2.91% | $33.9M | $566.00 |
| 2024 Q2 | ADDED | 58,181 | +5,395 | +10.2% | 2.90% | $31.8M | $534.89 |
| 2024 Q1 | ADDED | 52,786 | +2,100 | +4.1% | 2.66% | $27.8M | $512.33 |
| 2023 Q4 | ADDED | 50,686 | +4,711 | +10.2% | 2.57% | $24.2M | $463.98 |
| 2023 Q3 | REDUCED | 45,975 | -435 | -0.9% | 2.33% | $19.7M | $415.48 |
As of 2025 Q4 — sorted by position size