SHJ
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Sharkey, Howes & Javer’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Sharkey, Howes & Javer’s Portfolio SIZE Stock Details SIZE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-27,226
Closed -$1.94M – 72
2020
Q1 		$1.94M Sell
27,226
-13,012
-32% -$929K 1.01% 23
2019
Q4 		$3.92M Buy
+40,238
New +$3.92M 1.66% 18