Sharkey, Howes & Javer Incresed Positions in Q3 2025

Sharkey, Howes & Javer

  • $691 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
38.6K
+ 76.29%
N/A
89.2K $23.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
99.1K
+ 11.85%
$54.35 - $59.32 $5.39M - $5.88M
936K $55.4M
IVV
Ishares Core S&P 500 ETF

ETFs
5.34K
+ 6.66%
$620.67 - $670.08 $3.31M - $3.58M
85.5K $57.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
73.2K
+ 68.15%
$85.01 - $90.35 $6.22M - $6.61M
181K $16.1M
IAU
Ishares Gold Trust

ETFs
59K
+ 49.83%
$61.62 - $72.77 $3.64M - $4.3M
178K $12.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.5K
+ 1.71%
$108.97 - $121.65 $599K - $669K
327K $39.5M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
135K
+ 178.6%
$28.34 - $28.67 $3.82M - $3.87M
210K $6.03M
IVE
Ishares S&P 500 Value ETF

ETFs
8.31K
+ 6.18%
$194.44 - $206.51 $1.62M - $1.72M
143K $29.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.65K
+ 9.77%
$617.65 - $666.84 $1.64M - $1.77M
29.8K $19.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
59.7K
+ 97.44%
$42.26 - $47.16 $2.52M - $2.82M
121K $5.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
39.4K
+ 20.07%
$50.85 - $51.35 $2M - $2.02M
236K $12.1M
IEMG
Ishares Inc

ETFs
32.3K
+ 9.88%
N/A
359K $19.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.1K
+ 2.78%
$134.94 - $145.86 $418K - $452K
114K $16.7M
MBB
Ishares Tr

ETFs
7.54K
+ 4.21%
$92.46 - $95.73 $697K - $722K
187K $17.8M
EMB
Ishares Tr

ETFs
8.27K
+ 14.75%
$91.52 - $95.59 $757K - $791K
64.3K $6.12M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
11.4K
+ 58.39%
$69.02 - $73.57 $786K - $837K
30.9K $2.27M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.59K
+ 148.99%
$110.74 - $122.12 $729K - $804K
11K $1.33M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
726
+ 1.89%
$236.25 - $257.69 $172K - $187K
39.1K $10M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.99K
+ 21.76%
$102.4 - $103.88 $511K - $518K
27.9K $2.88M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
16K
+ 10.09%
$22.89 - $23.7 $367K - $380K
175K $4.12M
AAPL
Apple Inc.

Technology
691
+ 14.28%
$202.38 - $256.87 $140K - $177K
5.53K $1.41M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.02%
$362.31 - $405.74 $725 - $811
10.7K $4.32M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.04%
$420.11 - $472.68 $1.26K - $1.42K
7.68K $3.6M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
342
+ 0.55%
$67.21 - $72.65 $23K - $24.8K
62.6K $4.54M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.37K
+ 58.59%
$87.05 - $93.19 $294K - $314K
9.13K $849K
DSI
Ishares Msci Kld 400 Social Et

ETFs
47
+ 0.19%
$115.96 - $125.95 $5.45K - $5.92K
24.6K $3.1M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.21K
+ 7.03%
$39.06 - $43.42 $86.2K - $95.9K
33.6K $1.46M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.59K
+ 31.5%
$89.29 - $100.17 $142K - $159K
6.64K $664K
GOOGL
Alphabet Inc.

Communication Services
131
+ 6.47%
$174.36 - $254.72 $22.8K - $33.4K
2.16K $524K
MUB
Ishares National Muni Bond ETF

ETFs
903
+ 4.12%
$103.24 - $106.68 $93.2K - $96.3K
22.8K $2.43M
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 0.19%
$339.37 - $366.46 $3.39K - $3.66K
5.14K $1.88M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.24K
+ 34.06%
$87.29 - $93.61 $108K - $116K
4.89K $456K
HD
Home Depot, Inc.

Consumer Cyclical
89
+ 5.38%
$357.4 - $423.42 $31.8K - $37.7K
1.74K $705K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 1.78%
$459.11 - $506.91 $30.3K - $33.5K
3.78K $1.9M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.06%
$144.19 - $167.33 $288 - $335
3.51K $587K
IEFA
Ishares Tr

ETFs
583
+ 10.86%
$81.7 - $87.53 $47.6K - $51K
5.95K $519K
JPM
Jpmorgan Chase & CO

Financial Services
34
+ 1.94%
$282.78 - $316.06 $9.61K - $10.7K
1.79K $563K
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.15%
$192.76 - $203.86 $1.54K - $1.63K
5.17K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
143
+ 14.97%
$211.65 - $238.24 $30.3K - $34.1K
1.1K $241K
DFUS
Dimensional ETF Tr U S Equity

ETFs
14
+ 0.24%
$67.01 - $72.84 $938 - $1.02K
5.84K $422K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
173
+ 0.14%
$22.64 - $23.22 $3.92K - $4.02K
120K $2.77M
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.05%
$56.02 - $60.3 $112 - $121
3.88K $232K
MEAR
Blackrock Short Maturity Munic

ETFs
66
+ 0.5%
$50.17 - $50.56 $3.31K - $3.34K
13.4K $676K
Blackrock ETF Trust Ii
29.3K
+ 9.95%
N/A
323K $0
Spdr Series Trust
34.4K
+ 51.82%
N/A
101K $0
Ishares Bitcoin Trust ETF
11.3K
+ 121.07%
N/A
20.7K $0
Fidelity Covington Trust
4.68K
+ 14.11%
N/A
37.9K $0
Blackrock ETF Trust
309K
+ 137.06%
N/A
534K $0
Blackrock ETF Trust
11.1K
+ 2.49%
N/A
459K $0
Activity Summary
Buys All Purchases 67 New Holdings 15 Increased Positions 52 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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