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Sharkey, Howes & Javer

Portfolio Manager
Sharkey, Howes & Javer
Performance
-2.41% (2026 Q1)
AUM (13F)
$742.33M
# of Holdings
153
Performance Rank
Allocation (Top 20)
70.23%

Sharkey, Howes & Javer Holdings Map

Top 50 Sharkey, Howes & Javer Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
9.56%108.7K$71.0M
+20.65%(+18.60K)
2025-Q1: 131.9K shares2025-Q2: 80.2K shares2025-Q3: 85.5K shares2025-Q4: 90.1K shares2026-Q1: 108.7K shares
$470.65(+54.46%)
2026-03-31
IUSB
ISHARES TR
6.12%983.7K$45.4M
-2.95%(-29.88K)
2025-Q1: 1.46M shares2025-Q2: 1.30M shares2025-Q3: 1.10M shares2025-Q4: 1.01M shares2026-Q1: 983.7K shares
$48.11(-4.32%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
5.88%749.8K$43.6M
-16.51%(-148.22K)
2025-Q1: 851.0K shares2025-Q2: 836.4K shares2025-Q3: 935.5K shares2025-Q4: 898.0K shares2026-Q1: 749.8K shares
$46.60(+38.48%)
2026-03-31
IVW
ISHARES TR
5.65%370.8K$41.9M
+5.17%(+18.24K)
2025-Q1: 326.4K shares2025-Q2: 322.0K shares2025-Q3: 327.5K shares2025-Q4: 352.6K shares2026-Q1: 370.8K shares
$93.75(+40.21%)
2026-03-31
IVE
ISHARES TR
5.34%187.7K$39.6M
-8.46%(-17.34K)
2025-Q1: 124.1K shares2025-Q2: 134.6K shares2025-Q3: 142.9K shares2025-Q4: 205.0K shares2026-Q1: 187.7K shares
$193.19(+15.85%)
2026-03-31
QUAL
ISHARES TR
4.92%190.3K$36.5M
-2.86%(-5.60K)
2025-Q1: 303.7K shares2025-Q2: 302.6K shares2025-Q3: 263.3K shares2025-Q4: 195.9K shares2026-Q1: 190.3K shares
$137.02(+51.44%)
2026-03-31
IEMG
ISHARES INC
3.42%364.2K$25.4M
-17.34%(-76.39K)
2025-Q1: 157.6K shares2025-Q2: 327.1K shares2025-Q3: 359.4K shares2025-Q4: 440.6K shares2026-Q1: 364.2K shares
$54.34(+47.51%)
2026-03-31
EFV
ISHARES TR
3.39%338.5K$25.2M
-18.92%(-79.02K)
2025-Q1: 335.4K shares2025-Q2: 531.3K shares2025-Q3: 474.1K shares2025-Q4: 417.5K shares2026-Q1: 338.5K shares
$55.63(+38.47%)
2026-03-31
GOVT
ISHARES TR
3.15%1.02M$23.4M
+612.95%(+876.60K)
2025-Q1: 115.8K shares2025-Q2: 119.8K shares2025-Q3: 119.9K shares2025-Q4: 143.0K shares2026-Q1: 1.02M shares
$23.05(-1.39%)
2026-03-31
BAI
BLACKROCK ETF TRUST
2.63%593.3K$19.6M
+4.01%(+22.87K)
2025-Q1: 0 shares2025-Q2: 225.1K shares2025-Q3: 533.6K shares2025-Q4: 570.5K shares2026-Q1: 593.3K shares
$29.43(+52.16%)
2026-03-31

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