SHJ
Sharkey, Howes & Javer’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
50,613
+15,662
| +45% | +$4.77M | 2.07% | 14 |
|
|
2025
Q1 | $9.47M | Buy |
+34,951
| New | +$9.47M | 1.35% | 17 |
|
|
2024
Q2 | – | Sell |
-1,278
| Closed | -$316K | – | 122 |
|
|
2024
Q1 | $316K | Sell |
1,278
-27,275
| -96% | -$6.75M | 0.05% | 100 |
|
|
2023
Q4 | $6.38M | Buy |
+28,553
| New | +$6.38M | 1.13% | 20 |
|
|
2017
Q1 | – | Sell |
-546
| Closed | -$54K | – | 254 |
|
|
2016
Q4 | $54K | Buy |
+546
| New | +$54K | 0.03% | 91 |
|