SHJ
Sharkey, Howes & Javer’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4M | Sell |
321,976
-4,425
| -1% | -$487K | 4.75% | 5 |
|
|
2025
Q1 | $30.3M | Buy |
326,401
+58,715
| +22% | +$5.45M | 4.33% | 5 |
|
|
2024
Q4 | $27.2M | Sell |
267,686
-15,871
| -6% | -$1.61M | 3.82% | 5 |
|
|
2024
Q3 | $27.2M | Sell |
283,557
-18,313
| -6% | -$1.75M | 3.87% | 5 |
|
|
2024
Q2 | $27.9M | Buy |
301,870
+296,782
| +5,833% | +$27.5M | 4.51% | 5 |
|
|
2024
Q1 | $430K | Sell |
5,088
-67,403
| -93% | -$5.69M | 0.07% | 87 |
|
|
2023
Q4 | $5.44M | Buy |
72,491
+1,485
| +2% | +$112K | 0.96% | 22 |
|
|
2023
Q3 | $4.86M | Buy |
+71,006
| New | +$4.86M | 0.93% | 26 |
|