Sharkey, Howes & Javer: 13F holdings
CIK 16422462026Q2
| Positions | 162 |
|---|
| Reported value | $828.7m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 162 (+9 vs prior quarter) |
|---|
| Reported value | $828.7m (+11.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 165,780 | $124.2m | 15.0% |
| IUSB ISHARES TR | 1,199,567 | $55.4m | 6.7% |
| DYNF BLACKROCK ETF TRUST | 749,348 | $51.0m | 6.1% |
| IWF ISHARES TR | 369,845 | $50.9m | 6.1% |
| IVE ISHARES TR | 158,405 | $36.0m | 4.3% |
| GOVT ISHARES TR | 1,313,251 | $29.9m | 3.6% |
| BAI BLACKROCK ETF TRUST | 473,398 | $25.0m | 3.0% |
| IALT BLACKROCK ETF TRUST | 865,284 | $24.3m | 2.9% |
| IEMG ISHARES INC | 248,455 | $20.6m | 2.5% |
| MBB ISHARES TR | 215,214 | $20.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1642246")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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