Sharkey, Howes & Javer ETF holdings
Denver, CO
Reported $807.8M in 131 ETFs in its Form 13F for June 30, 2026.
ETF value
$807.8M
ETFs held
131
Change from prior quarter
+11.4%
With price moves
ETFs as a share of its 13F
97.6%
of $827.9M
Top 10 of 131 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $124.2M | 165,780 | +57,128 shares |
| IUSB | iShares Core Universal USD Bond ETF | $55.4M | 1,199,567 | +215,885 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $51.0M | 749,348 | −419 shares |
| IVW | iShares S&P 500 Growth ETF | $50.9M | 369,845 | −1,000 shares |
| IVE | iShares S&P 500 Value ETF | $36.0M | 158,405 | −29,248 shares |
| GOVT | iShares U.S. Treasury Bond ETF | $29.9M | 1,313,251 | +293,636 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $25.0M | 473,398 | −119,940 shares |
| IALT | iShares Systematic Alternatives Active ETF | $24.3M | 865,284 | New position |
| IEMG | iShares Core MSCI Emerging Markets ETF | $20.6M | 248,455 | −115,717 shares |
| MBB | iShares MBS ETF | $20.3M | 215,214 | +11,031 shares |
121 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001642246. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sharkey, Howes & Javer own?
Sharkey, Howes & Javer reported 131 ETF positions worth $807.8M in its Form 13F for June 30, 2026. The largest was IVV, at $124.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.