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iShares S&P 500 Value Index shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index held by Sharkey, Howes & Javer consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 75k 197.17
2024-06-30 $14M 74k 182.01
2024-03-31 $13M 71k 186.81

More positions owned by Sharkey, Howes & Javer

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for Sharkey, Howes & Javer

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index