SHJ
Sharkey, Howes & Javer’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3M | Buy |
134,571
+10,494
| +8% | +$2.05M | 3.53% | 7 |
|
|
2025
Q1 | $23.6M | Buy |
124,077
+47,347
| +62% | +$9.02M | 3.38% | 6 |
|
|
2024
Q4 | $14.6M | Buy |
76,730
+1,810
| +2% | +$345K | 2.06% | 11 |
|
|
2024
Q3 | $14.8M | Buy |
74,920
+973
| +1% | +$192K | 2.1% | 11 |
|
|
2024
Q2 | $13.5M | Buy |
73,947
+3,426
| +5% | +$624K | 2.17% | 10 |
|
|
2024
Q1 | $13.2M | Buy |
+70,521
| New | +$13.2M | 2.16% | 9 |
|