Sharkey, Howes & Javer »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $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)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Pacer Us Small (CALF)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Globl Cash Etf (GCOW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Global X Fds Us Infr Dev Etf (PAVE)

View all positions for Sharkey, Howes & Javer

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index