Ownership history in Sharkey, Howes & Javer · 43 quarters on record
This page tracks every 13F SEC filing in which Sharkey, Howes & Javer reported a position in Ishares S&P 500 Index (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 90,055 | +4,514 | +5.3% | 7.84% | $61.7M | $683.12 |
| 2025 Q3 | ADDED | 85,541 | +5,339 | +6.7% | 7.36% | $57.3M | $665.17 |
| 2025 Q2 | REDUCED | 80,202 | -51,660 | -39.2% | 6.68% | $49.8M | $615.21 |
| 2025 Q1 | REDUCED | 131,862 | -23,299 | -15.0% | 10.60% | $74.1M | $555.02 |
| 2024 Q4 | REDUCED | 155,161 | -4,380 | -2.7% | 12.83% | $91.3M | $579.67 |
| 2024 Q3 | REDUCED | 159,541 | -51,269 | -24.3% | 13.11% | $92.0M | $566.00 |
| 2024 Q2 | REDUCED | 210,810 | -80,863 | -27.7% | 18.64% | $115.4M | $534.89 |
| 2024 Q1 | REDUCED | 291,673 | -993 | -0.3% | 25.10% | $153.3M | $512.33 |
| 2023 Q4 | ADDED | 292,666 | +46,722 | +19.0% | 24.66% | $139.8M | $463.98 |
| 2023 Q3 | ADDED | 245,944 | +26,349 | +12.0% | 20.23% | $105.6M | $415.48 |
As of 2025 Q4 — sorted by position size