Sharkey, Howes & Javer’s iShares S&P 500 Value ETF IVE Stock Holding History

Sharkey, Howes & Javer’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36M	Sell	158,405 -29,248	-16%	-$6.53M	4.34%	5
2026 Q1	$39.6M	Sell	187,653 -17,341	-8%	-$3.75M	5.34%	5
2025 Q4	$43.5M	Buy	204,994 +62,111	+43%	+$13M	5.53%	4
2025 Q3	$29.5M	Buy	142,883 +8,312	+6%	+$1.67M	3.79%	8
2025 Q2	$26.3M	Buy	134,571 +10,494	+8%	+$1.95M	3.53%	7
2025 Q1	$23.6M	Buy	124,077 +47,347	+62%	+$9.16M	3.38%	6
2024 Q4	$14.6M	Buy	76,730 +1,810	+2%	+$359K	2.06%	11
2024 Q3	$14.8M	Buy	74,920 +973	+1%	+$185K	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	+$12.5M	2.16%	9

Other funds holding IVE

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return