Sharkey, Howes & Javer Incresed Positions in Q2 2025

Sharkey, Howes & Javer

  • $678 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
196K
+ 58.4%
$52.4 - $64.65 $10.3M - $12.7M
531K $33.7M
IEMG
Ishares Inc

ETFs
170K
+ 107.6%
N/A
327K $17.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
50.8K
+ 89.87%
$83.97 - $92.85 $4.27M - $4.72M
107K $9.47M
OEF
Ishares S&P 100 ETF

ETFs
15.7K
+ 44.81%
N/A
50.6K $13.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
41.2K
+ 41.81%
$97.29 - $105.63 $4.01M - $4.35M
140K $14.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
111K
+ 443.89%
$24.98 - $25.66 $2.78M - $2.86M
136K $3.49M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
71.7K
+ 29.77%
$39.34 - $40.41 $2.82M - $2.9M
312K $12.5M
IVE
Ishares S&P 500 Value ETF

ETFs
10.5K
+ 8.46%
$168.34 - $195.42 $1.77M - $2.05M
135K $26.3M
EFG
Msci Eafe Growth ETF

ETFs
866
+ 0.59%
$89.8 - $112.0 $77.8K - $97K
147K $16.5M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
8.7K
+ 18.63%
$140.84 - $163.09 $1.23M - $1.42M
55.4K $9.04M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.4K
+ 14.27%
$32.66 - $40.75 $535K - $667K
131K $5.31M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
5.07K
+ 3.15%
$44.58 - $54.92 $226K - $278K
166K $9.12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14K
+ 23.87%
$39.89 - $49.46 $560K - $694K
72.9K $3.6M
JPEM
Jp Morgan Diversified Return

ETFs
13.7K
+ 50.95%
$48.41 - $56.7 $665K - $779K
40.7K $2.3M
EMB
Ishares Tr

ETFs
6.74K
+ 13.65%
$86.54 - $92.62 $583K - $624K
56.1K $5.19M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
29.9K
+ 23.19%
$22.43 - $23.23 $671K - $695K
159K $3.69M
MBB
Ishares Tr

ETFs
6.96K
+ 4.04%
$91.41 - $94.22 $636K - $656K
179K $16.8M
SPMD
Spdr Portfolio

ETFs
8.66K
+ 13.82%
$44.89 - $54.38 $389K - $471K
71.3K $3.88M
EDV
Vanguard Extended Duration Tre

ETFs
8.89K
+ 39.06%
$62.83 - $72.45 $558K - $644K
31.6K $2.13M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.23K
+ 2.01%
$53.69 - $67.27 $65.9K - $82.5K
62.2K $4.19M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.05K
+ 9.08%
$45.11 - $52.34 $318K - $369K
84.7K $4.43M
EUSB
Ishares Tr Esg Advanced Total

Technology
9.21K
+ 33.57%
$42.54 - $43.56 $392K - $401K
36.7K $1.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.53K
+ 101.93%
$108.12 - $135.04 $274K - $342K
5.01K $677K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.32K
+ 11.11%
$46.41 - $47.7 $340K - $349K
73.2K $3.48M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.61K
+ 32.12%
$51.16 - $62.02 $185K - $224K
14.9K $921K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.69K
+ 9.36%
$30.87 - $39.17 $83K - $105K
31.4K $1.23M
MUB
Ishares National Muni Bond ETF

ETFs
2.11K
+ 10.64%
$102.31 - $105.8 $216K - $223K
21.9K $2.29M
IWB
Ishares Tr Russell 1000 ETF

ETFs
9
+ 0.18%
$272.36 - $339.57 $2.45K - $3.06K
5.13K $1.74M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
380
+ 2.12%
$59.98 - $74.92 $22.8K - $28.5K
18.3K $1.36M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.92K
+ 3.38%
$22.54 - $23.17 $88.4K - $90.8K
120K $2.75M
XLF
Financial Sector Spdr

ETFs
1.2K
+ 15.3%
$43.92 - $52.37 $52.7K - $62.8K
9.04K $473K
CSCO
Cisco Systems, Inc.

Technology
339
+ 9.96%
$53.19 - $69.38 $18K - $23.5K
3.74K $259K
DFUS
Dimensional ETF Tr U S Equity

ETFs
16
+ 0.28%
$53.65 - $67.02 $858 - $1.07K
5.82K $390K
Fidelity Covington Trust
15.3K
+ 85.63%
N/A
33.2K $0
Blackrock ETF Trust
380K
+ 559.81%
N/A
447K $0
Blackrock ETF Trust Ii
20.4K
+ 7.46%
N/A
294K $0
LCTD
Blackrock ETF World Ex Us Carb
8
+ 0.05%
N/A
16.3K $0
Global X Fds
3.94K
+ 4.45%
N/A
92.6K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.02K
+ 4.19%
$24.32 - $27.87 $24.7K - $28.3K
25.3K $669K
AAPL
Apple Inc.

Technology
1
+ 0.02%
$172.42 - $223.89 $172 - $224
4.84K $992K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 0.82%
$483.48 - $539.8 $14.5K - $16.2K
3.71K $1.8M
Activity Summary
Buys All Purchases 58 New Holdings 16 Increased Positions 42 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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