SHJ
Sharkey, Howes & Javer’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Sell |
9,974
-1,012
| -9% | -$100K | 0.13% | 94 |
|
|
2025
Q1 | $1.03M | Sell |
10,986
-939
| -8% | -$87.9K | 0.15% | 86 |
|
|
2024
Q4 | $1.14M | Hold |
11,925
| – | – | 0.16% | 80 |
|
|
2024
Q3 | $1.14M | Sell |
11,925
-3,620
| -23% | -$347K | 0.16% | 78 |
|
|
2024
Q2 | $1.37M | Hold |
15,545
| – | – | 0.22% | 61 |
|
|
2024
Q1 | $1.41M | Hold |
15,545
| – | – | 0.23% | 59 |
|
|
2023
Q4 | $1.31M | Buy |
15,545
+1,245
| +9% | +$105K | 0.23% | 56 |
|
|
2023
Q3 | $1.08M | Buy |
+14,300
| New | +$1.08M | 0.21% | 60 |
|