Sharkey, Howes & Javer’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.9M	Sell	369,845 -1,000	-0.3%	-$132K	6.14%	4
2026 Q1	$41.9M	Buy	370,845 +18,241	+5%	+$2.19M	5.65%	4
2025 Q4	$43.5M	Buy	352,604 +25,127	+8%	+$3.08M	5.52%	5
2025 Q3	$39.5M	Buy	327,477 +5,501	+2%	+$633K	5.08%	5
2025 Q2	$35.4M	Sell	321,976 -4,425	-1%	-$438K	4.75%	5
2025 Q1	$30.3M	Buy	326,401 +58,715	+22%	+$5.92M	4.33%	5
2024 Q4	$27.2M	Sell	267,686 -15,871	-6%	-$1.58M	3.82%	5
2024 Q3	$27.2M	Sell	283,557 -18,313	-6%	-$1.69M	3.87%	5
2024 Q2	$27.9M	Buy	301,870 +296,782	+5,833%	+$25.6M	4.51%	5
2024 Q1	$430K	Sell	5,088 -67,403	-93%	-$5.42M	0.07%	87
2023 Q4	$5.44M	Buy	72,491 +1,485	+2%	+$106K	0.96%	22
2023 Q3	$4.86M	Buy	+71,006	New	+$5.02M	0.93%	26

Other funds holding IVW

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

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 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

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return