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HOWE & RUSLING INC: IWD position timeline

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

HOWE & RUSLING INC held 1,817 IWD 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 1,817 shares
    Change vs previous 13F +322 shares

    0.03% of the 13F portfolio, value $440,549.

    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 1,495 shares
    Change vs previous 13F +182 shares

    0.02% of the 13F portfolio, value $319,484.

    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 1,313 shares
    Change vs previous 13F +956 shares

    0.02% of the 13F portfolio, value $276,223.

    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 357 shares
    Change vs previous 13F -335 shares

    <0.01% of the 13F portfolio, value $72,682.

    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 692 shares
    Change vs previous 13F +552 shares

    0.01% of the 13F portfolio, value $134,408.

    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 140 shares
    Change vs previous 13F -127 shares

    <0.01% of the 13F portfolio, value $26,343.

    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 267 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $49,430.

    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 249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,261.

    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).