Sharkey, Howes & Javer
Sharkey, Howes & Javer reported 163 positions worth $828.7M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: IVV (15.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $124.2M | 14.98% | 165,780 | — | — | |
| ▸ 2 | IUSB | SH | $55.4M | 6.68% | 1,199,567 | — | — | |
| ▸ 3 | DYNF | SH | $51.0M | 6.15% | 749,348 | — | — | |
| ▸ 4 | IVW | SH | $50.9M | 6.14% | 369,845 | — | — | |
| ▸ 5 | IVE | SH | $36.0M | 4.34% | 158,405 | — | — | |
| ▸ 6 | GOVT | SH | $29.9M | 3.61% | 1,313,251 | — | — | |
| ▸ 7 | BAI | SH | $25.0M | 3.01% | 473,398 | — | — | |
| ▸ 8 | IALT | SH | $24.3M | 2.93% | 865,284 | — | — | |
| ▸ 9 | IEMG | SH | $20.6M | 2.48% | 248,455 | — | — | |
| ▸ 10 | MBB | SH | $20.3M | 2.45% | 215,214 | — | — |
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Frequently Asked Questions
What stocks does Sharkey, Howes & Javer hold as of Q2 2026?
Sharkey, Howes & Javer reported 163 positions worth $828.7M in its Q2 2026 13F filing. Largest positions: IVV (15.0%), IUSB (6.7%), DYNF (6.1%), IVW (6.1%) and IVE (4.3%).
What did Sharkey, Howes & Javer buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sharkey, Howes & Javer sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.