StockDriftsStockDriftsTop 50 Sharkey Howes & Javer Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.44% | 167.3K | $128.1M | +0.89%(+1.48K) | $548.76(+39.84%) | 2026-09-30 | |
| IVW | ISHARES TR | 6.42% | 374.1K | $53.2M | +1.15%(+4.27K) | $94.28(+45.53%) | 2026-09-30 | |
| IUSB | ISHARES TR | 6.38% | 1.20M | $53.0M | +0.12%(+1.42K) | $47.75(-6.24%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.1% | 730.5K | $50.6M | -2.51%(-18.81K) | $46.60(+46.70%) | 2026-09-30 | |
| IVE | ISHARES TR | 4.37% | 158.7K | $36.2M | +0.17%(+262) | $193.24(+23.92%) | 2026-09-30 | |
| GOVT | ISHARES TR | 3.91% | 1.48M | $32.4M | +12.80%(+168.09K) | $22.92(-2.99%) | 2026-09-30 | |
| IALT | BLACKROCK ETF TRUST | 3.43% | 952.9K | $28.5M | +10.13%(+87.64K) | $27.68(+7.20%) | 2026-09-30 | |
| BAI | BLACKROCK ETF TRUST | 3.01% | 529.1K | $25.0M | +11.77%(+55.72K) | $31.59(+27.00%) | 2026-09-30 | |
| IEMG | ISHARES INC | 2.68% | 274.3K | $22.3M | +10.39%(+25.81K) | $56.71(+33.04%) | 2026-09-30 | |
| CORO | BLACKROCK ETF TRUST | 2.46% | 561.1K | $20.4M | +4.97%(+26.59K) | $32.94(+7.28%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.30% | +53.27% | +6.30% | +35.71% |
| Top 20 Holdings Unweighted | +14.05% | +48.35% | +5.46% | +30.44% |
Sharkey Howes & Javer reports $830.37M in US-listed equity holdings across 158 positions in its most recent 13F filing. Its largest disclosed positions are IVV (15.4%), IVW (6.4%) and IUSB (6.4%). The top 20 holdings account for 73.79% of reported assets. Its disclosed equity book has returned +53.27% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sharkey Howes & Javer’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1642246). View Sharkey Howes & Javer’s 13F filings on SEC