Sharkey, Howes & Javer’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.85M	Sell	4,517 -210	-4%	-$83.2K	0.22%	58
2026 Q1	$1.69M	Sell	4,727 -422	-8%	-$157K	0.23%	62
2025 Q4	$1.92M	Buy	5,149 +10	+0.2%	+$3.7K	0.24%	60
2025 Q3	$1.88M	Buy	5,139 +10	+0.2%	+$3.52K	0.24%	62
2025 Q2	$1.74M	Buy	5,129 +9	+0.2%	+$2.83K	0.23%	70
2025 Q1	$1.57M	Buy	5,120 +9	+0.2%	+$2.91K	0.22%	71
2024 Q4	$1.65M	Hold	5,111	–	–	0.23%	68
2024 Q3	$1.61M	Sell	5,111 -671	-12%	-$203K	0.23%	66
2024 Q2	$1.72M	Hold	5,782	–	–	0.28%	51
2024 Q1	$1.67M	Hold	5,782	–	–	0.27%	52
2023 Q4	$1.52M	Hold	5,782	–	–	0.27%	50
2023 Q3	$1.36M	Hold	5,782	–	–	0.26%	54
2023 Q2	$1.41M	Sell	5,782 -220	-4%	-$50.7K	0.27%	50
2023 Q1	$1.35M	Buy	6,002 +504	+9%	+$111K	0.29%	45
2022 Q4	$1.16M	Hold	5,498	–	–	0.27%	49
2022 Q3	$1.08M	Hold	5,498	–	–	0.24%	51
2022 Q2	$1.14M	Hold	5,498	–	–	0.28%	41
2022 Q1	$1.38M	Sell	5,498 -1,333	-20%	-$329K	0.31%	39
2021 Q4	$1.81M	Hold	6,831	–	–	0.41%	37
2021 Q3	$1.65M	Sell	6,831 -407	-6%	-$101K	0.43%	33
2021 Q2	$1.75M	Hold	7,238	–	–	0.46%	31
2021 Q1	$1.62M	Sell	7,238 -568	-7%	-$124K	0.51%	30
2020 Q4	$1.65M	Sell	7,806 -244	-3%	-$48.7K	0.55%	28
2020 Q3	$1.51M	Buy	8,050 +244	+3%	+$45.1K	0.57%	28
2020 Q2	$1.34M	Sell	7,806 -1,006	-11%	-$163K	0.59%	30
2020 Q1	$1.25M	Hold	8,812	–	–	0.65%	28
2019 Q4	$1.57M	Hold	8,812	–	–	0.67%	29
2019 Q3	$1.45M	Buy	8,812 +185	+2%	+$30.4K	0.63%	29
2019 Q2	$1.4M	Hold	8,627	–	–	0.64%	27
2019 Q1	$1.36M	Hold	8,627	–	–	0.63%	28
2018 Q4	$1.2M	Hold	8,627	–	–	0.78%	18
2018 Q3	$1.4M	Hold	8,627	–	–	0.73%	17
2018 Q2	$1.31M	Hold	8,627	–	–	0.73%	14
2018 Q1	$1.27M	Sell	8,627 -597	-6%	-$90.7K	0.72%	14
2017 Q4	$1.37M	Hold	9,224	–	–	0.8%	13
2017 Q3	$1.31M	Hold	9,224	–	–	0.69%	12
2017 Q2	$1.25M	Sell	9,224 -283	-3%	-$37.8K	0.7%	12
2017 Q1	$1.25M	Hold	9,507	–	–	0.66%	14
2016 Q4	$1.18M	Hold	9,507	–	–	0.72%	13
2016 Q3	$1.15M	Hold	9,507	–	–	0.69%	12
2016 Q2	$1.11M	Sell	9,507 -975	-9%	-$112K	0.69%	12
2016 Q1	$1.2M	Sell	10,482 -1,807	-15%	-$195K	0.88%	12
2015 Q4	$1.39M	Buy	12,289 +3,566	+41%	+$408K	0.97%	12
2015 Q3	$961K	Buy	+8,723	New	+$991K	0.74%	15
2015 Q2	–	Sell	-8,956	Closed	-$1.04M	–	221
2015 Q1	$1.04M	Buy	+8,956	New	+$1.03M	0.67%	17

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Sharkey, Howes & Javer's IWB Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares Russell 1000 ETF (IWB) stake by 4.4% in Q2 2026, selling an estimated $83.2K and leaving 4,517 shares worth $1.85M. The position accounts for 0.22% of the portfolio, ranked #58.

Sharkey, Howes & Javer first reported a position in IWB in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.92M in Q4 2025. 460 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Sharkey, Howes & Javer held 4,517 shares of iShares Russell 1000 ETF worth $1.85M as of Q2 2026.
Sharkey, Howes & Javer sold 210 iShares Russell 1000 ETF shares in Q2 2026, an estimated $83.2K.
iShares Russell 1000 ETF made up 0.22% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #58 holding.
Sharkey, Howes & Javer first reported a position in iShares Russell 1000 ETF in Q1 2015 and has held it in 45 quarters since.
Sharkey, Howes & Javer's iShares Russell 1000 ETF position peaked at $1.92M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.