SHJ
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Sharkey, Howes & Javer’s iShares Russell 2000 ETF IWM Stock Holding History

Sharkey, Howes & Javer’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$458K Sell
1,523
-65
-4% -$18.3K 0.06% 118
2026
Q1 		$394K Sell
1,588
-147
-8% -$37.9K 0.05% 124
2025
Q4 		$427K Sell
1,735
-48
-3% -$11.8K 0.05% 124
2025
Q3 		$431K Sell
1,783
-97
-5% -$22.3K 0.06% 120
2025
Q2 		$406K Sell
1,880
-2,614
-58% -$526K 0.05% 119
2025
Q1 		$896K Sell
4,494
-619
-12% -$134K 0.13% 90
2024
Q4 		$1.13M Buy
5,113
+367
+8% +$83.7K 0.16% 82
2024
Q3 		$1.05M Buy
4,746
+737
+18% +$158K 0.15% 81
2024
Q2 		$813K Sell
4,009
-2,376
-37% -$480K 0.13% 72
2024
Q1 		$1.34M Buy
6,385
+75
+1% +$15K 0.22% 61
2023
Q4 		$1.27M Buy
6,310
+152
+2% +$27.2K 0.22% 59
2023
Q3 		$1.09M Buy
6,158
+521
+9% +$97.8K 0.21% 58
2023
Q2 		$1.06M Hold
5,637
– – 0.2% 58
2023
Q1 		$1.01M Hold
5,637
– – 0.22% 57
2022
Q4 		$983K Sell
5,637
-2,887
-34% -$513K 0.23% 57
2022
Q3 		$1.41M Hold
8,524
– – 0.31% 47
2022
Q2 		$1.44M Hold
8,524
– – 0.35% 37
2022
Q1 		$1.75M Sell
8,524
-261
-3% -$53.2K 0.4% 35
2021
Q4 		$1.95M Hold
8,785
– – 0.44% 35
2021
Q3 		$1.92M Hold
8,785
– – 0.5% 31
2021
Q2 		$2.02M Buy
8,785
+3,581
+69% +$805K 0.53% 29
2021
Q1 		$1.15M Hold
5,204
– – 0.36% 35
2020
Q4 		$1.02M Hold
5,204
– – 0.34% 36
2020
Q3 		$780K Sell
5,204
-167
-3% -$25.1K 0.3% 40
2020
Q2 		$769K Sell
5,371
-834
-13% -$109K 0.34% 38
2020
Q1 		$710K Sell
6,205
-8,533
-58% -$1.27M 0.37% 36
2019
Q4 		$2.44M Hold
14,738
– – 1.03% 21
2019
Q3 		$2.23M Hold
14,738
– – 0.96% 21
2019
Q2 		$2.29M Buy
14,738
+66
+0.4% +$10.2K 1.04% 20
2019
Q1 		$2.25M Sell
14,672
-67
-0.5% -$10.1K 1.05% 19
2018
Q4 		$1.97M Hold
14,739
– – 1.29% 10
2018
Q3 		$2.48M Hold
14,739
– – 1.3% 9
2018
Q2 		$2.41M Buy
14,739
+104
+0.7% +$16.6K 1.34% 10
2018
Q1 		$2.22M Buy
14,635
+134
+0.9% +$20.7K 1.26% 11
2017
Q4 		$2.21M Buy
14,501
+523
+4% +$78.6K 1.29% 11
2017
Q3 		$2.1M Sell
13,978
-1,633
-10% -$230K 1.1% 10
2017
Q2 		$2.2M Hold
15,611
– – 1.24% 10
2017
Q1 		$2.15M Sell
15,611
-175
-1% -$23.9K 1.14% 11
2016
Q4 		$2.13M Buy
15,786
+3,884
+33% +$496K 1.29% 10
2016
Q3 		$1.48M Sell
11,902
-18
-0.2% -$2.19K 0.89% 10
2016
Q2 		$1.37M Sell
11,920
-1,412
-11% -$159K 0.86% 10
2016
Q1 		$1.48M Sell
13,332
-334
-2% -$34.6K 1.08% 11
2015
Q4 		$1.54M Sell
13,666
-2,815
-17% -$325K 1.07% 11
2015
Q3 		$1.9M Buy
+16,481
New +$1.95M 1.46% 11
2015
Q2 		– Sell
-13,510
Closed -$1.68M – 224
2015
Q1 		$1.68M Buy
+13,510
New +$1.63M 1.08% 14

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Sharkey, Howes & Javer reduced its iShares Russell 2000 ETF (IWM) stake by 4.1% in Q2 2026, selling an estimated $18.3K and leaving 1,523 shares worth $458K. The position accounts for 0.06% of the portfolio, ranked #118.

Sharkey, Howes & Javer first reported a position in IWM in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.48M in Q3 2018. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Sharkey, Howes & Javer held 1,523 shares of iShares Russell 2000 ETF worth $458K as of Q2 2026.
  • Sharkey, Howes & Javer sold 65 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Russell 2000 ETF made up 0.06% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #118 holding.
  • Sharkey, Howes & Javer first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 45 quarters since.
  • Sharkey, Howes & Javer's iShares Russell 2000 ETF position peaked at $2.48M in Q3 2018.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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