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HOWE & RUSLING INC: IUSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWE & RUSLING INC on IUSV, newest first. How the timeline and the estimate are built.

HOWE & RUSLING INC held 416,948 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 416,948 shares
    Change vs previous 13F +58,157 shares

    2.66% of the 13F portfolio, value $45,926,826.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 358,791 shares
    Change vs previous 13F +9,474 shares

    2.39% of the 13F portfolio, value $36,686,363.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 349,317 shares
    Change vs previous 13F +7,432 shares

    2.37% of the 13F portfolio, value $35,818,934.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 341,885 shares
    Change vs previous 13F +31,792 shares

    2.34% of the 13F portfolio, value $34,171,421.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 310,093 shares
    Change vs previous 13F +42,261 shares

    2.17% of the 13F portfolio, value $29,344,063.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 267,832 shares
    Change vs previous 13F +30,363 shares

    2.08% of the 13F portfolio, value $24,718,245.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 237,469 shares
    Change vs previous 13F +18,922 shares

    1.9% of the 13F portfolio, value $21,987,251.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 218,547 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $20,869,061.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).