Sharkey, Howes & Javer’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$29.7M	Buy
2025 Q2	$15.4M	Buy
2025 Q1	$9.47M	Buy
2024 Q2	–	Sell
2024 Q1	$316K	Sell
2023 Q4	$6.38M	Buy
2017 Q1	–	Sell
2016 Q4	$54K	Buy