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iShares Russell 1000 Value Index shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 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 Russell 1000 Value Index by Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 6.0k 189.80
2024-06-30 $994k 5.7k 174.47
2024-03-31 $903k 5.0k 179.11
2023-12-31 $834k 5.0k 165.25
2023-09-30 $766k 5.0k 151.82
2023-06-30 $1.0M 6.5k 157.83
2023-03-31 $1.1M 7.3k 152.26
2022-12-31 $1.1M 7.3k 151.65
2022-09-30 $988k 7.3k 136.01
2022-06-30 $1.1M 7.3k 144.96
2022-03-31 $1.2M 7.3k 166.02
2021-12-31 $1.1M 6.7k 167.91
2021-09-30 $1.4M 8.7k 156.51
2021-06-30 $1.4M 8.7k 158.58
2021-03-31 $1.3M 8.7k 151.55
2020-12-31 $1.2M 8.7k 136.68
2020-09-30 $1.3M 11k 118.13
2020-06-30 $1.4M 12k 112.60
2020-03-31 $1.2M 13k 99.14
2019-12-31 $1.7M 13k 136.51
2019-09-30 $1.6M 13k 128.27
2019-06-30 $1.6M 12k 127.24
2019-03-31 $1.5M 12k 123.46
2018-12-31 $1.4M 12k 111.06
2018-09-30 $1.6M 12k 126.60
2018-06-30 $2.0M 17k 121.38
2018-03-31 $2.1M 18k 119.92
2017-12-31 $128k 688 186.05
2017-09-30 $2.5M 21k 120.02
2017-06-30 $2.5M 22k 116.42
2017-03-31 $4.4M 38k 114.94
2016-12-31 $4.3M 39k 112.03
2016-09-30 $708k 6.7k 105.69
2016-06-30 $691k 6.7k 103.15
2016-03-31 $629k 6.4k 98.82
2015-12-31 $26k 1.0k 26.00
2015-09-30 $680k 7.1k 95.37
2015-03-31 $781k 7.6k 103.03

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 Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index