StockDriftsStockDriftsTop 50 Sharkey, Howes & Javer Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15% | 165.8K | $124.2M | +52.58%(+57.13K) | $546.90(+42.43%) | 2026-06-30 | |
| IUSB | ISHARES TR | 6.69% | 1.20M | $55.4M | +21.95%(+215.88K) | $47.75(-4.81%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.16% | 749.3K | $51.0M | -0.06%(-419) | $46.60(+50.57%) | 2026-06-30 | |
| IVW | ISHARES TR | 6.14% | 369.8K | $50.9M | -0.27%(-1.00K) | $93.75(+51.07%) | 2026-06-30 | |
| IVE | ISHARES TR | 4.34% | 158.4K | $36.0M | -15.59%(-29.25K) | $193.19(+22.74%) | 2026-06-30 | |
| GOVT | ISHARES TR | 3.61% | 1.31M | $29.9M | +28.80%(+293.64K) | $23.00(-2.35%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.01% | 473.4K | $25.0M | -20.21%(-119.94K) | $29.43(+58.92%) | 2026-06-30 | |
| IALT | BLACKROCK ETF TRUST | 2.93% | 865.3K | $24.3M | new | $27.55(+5.49%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.49% | 248.5K | $20.6M | -31.78%(-115.72K) | $54.34(+52.07%) | 2026-06-30 | |
| MBB | ISHARES TR | 2.46% | 215.2K | $20.3M | +5.40%(+11.03K) | $94.35(-1.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.08% | +48.47% | +6.19% | +35.02% |
| Top 20 Holdings Unweighted | +13.16% | +44.90% | +5.45% | +30.37% |
Sharkey, Howes & Javer reports $828.74M in US-listed equity holdings across 162 positions in its most recent 13F filing. Its largest disclosed positions are IVV (15.0%), IUSB (6.7%) and DYNF (6.2%). The top 20 holdings account for 72.7% of reported assets. Its disclosed equity book has returned +48.47% on a three-year cumulative basis. Figures reflect the Q2 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