Ownership history in Sharkey, Howes & Javer Β· 20 quarters on record
This page tracks every 13F SEC filing in which Sharkey, Howes & Javer reported a position in ISHARES TR (EFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Sharkey, Howes & Javer underperformed the S&P 500 by β0.9% annually on this EFV position. Timing score: 37% (7/19 decisions correct). Average cost basis: $47.66. Maximum drawdown during holding period: β21.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 19 add/trim decisions correct
Best entry: $37.49 (2022 Q2) Β· Worst: $62.07 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 9 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
π Sharkey, Howes & Javer has been actively increasing its EFV allocation β a bullish signal from insiders.
Currently 3.79% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size