Sharkey, Howes & Javer

Name: Sharkey, Howes & Javer 13F holdings, Q4 2024
Creator: Sharkey, Howes & Javer
Published: 2025-02-05

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Sharkey, Howes & Javer reported 145 stock positions worth $711.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.8% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 9.9%) and iShares MSCI USA Quality Fac (QUAL, 7.5%). Compared with Q3 2024, it opened 12 new positions, sold out of 10, added to 64 and reduced 44. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +4871%) and the biggest sale Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares −8%).

Most Recent 13F: Q2 2026
Location: DENVER, CO
CIK: 0001642246
Portfolio Value: $711.8M (Q4 2024)
SEC Filing: 0001642246-25-000001 ↗ filed Feb 5, 2025

Holdings Value

Holdings 145 stocks · $711.8M


IVV iShares Core S&P 500 ETF	12.83%	155,161	$91.3M	Reduce -2.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	9.89%	1,558,165	$70.4M	Reduce -8.3%
QUAL iShares MSCI USA Quality Fac	7.53%	300,912	$53.6M	Add +0.6%
DYNF Ishrs US E F R A ETF-Usd Inc.	5.32%	738,255	$37.8M	Reduce -0.9%
IVW iShares S&P 500 Growth ETF	3.82%	267,686	$27.2M	Reduce -5.6%
EFV iShares MSCI Eafe Value ETF	3.27%	443,323	$23.3M	Add +7.1%
EFG iShares MSCI Eafe Growth ETF	3.07%	225,766	$21.9M	Add +14.4%
ESGU iShares ESG Aware MSCI USA	3.05%	168,609	$21.7M	Reduce -3.3%
SPY SS SPDR S&P 500 ETF Trust-US	2.93%	35,559	$20.8M	Add +7.2%
MBB iShares MBS ETF	2.52%	195,431	$17.9M	Add +3.6%
IVE iShares S&P 500 Value ETF	2.06%	76,730	$14.6M	Add +2.4%
VOO Vanguard S&P 500 ETF	1.95%	25,773	$13.9M	Add +3.9%
BINC iShares Flex I A ETF-Usd Inc.	1.73%	237,232	$12.3M	Add +15.3%
BBAG JPMorgan Betabuilders US Agg	1.67%	263,367	$11.9M	Reduce -15.4%
TOTL SS Doubleline TR Tact ETF	1.55%	279,259	$11.0M	Reduce -16.5%
AGG iShares Core U.S. Aggregate	1.49%	109,153	$10.6M	Add +4870.5%
IYW iShares Ustechnology ETF	1.39%	62,045	$9.9M	Reduce -0.8%
EMXC iShares MSCI Emr MRK Ex Chna	1.31%	167,905	$9.3M	Add +3.7%
XLSR SS US Sector Rotation	1.19%	158,314	$8.5M	Add +10.9%
SCHB Schwab US Broad Market ETF	1.18%	369,776	$8.4M	Reduce -4.1%
TLT iShares 20+ Year Treasury BD	1.03%	83,819	$7.3M	Reduce -6.8%
SPEM State Street SP PTF Em ETF	0.99%	184,157	$7.1M	Add +9.6%
QUS SS SPDR MSCI U Stratfact ETF	0.97%	44,539	$6.9M	Add +14.2%
MTUM iShares MSCI USA Momentum Fa	0.91%	31,426	$6.5M	New
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.83%	17,227	$5.9M	Reduce -2.1%
SPAB SS SPDR P Agg Bond ETF	0.82%	233,151	$5.8M	Reduce -27.0%
SPYG SS SPDR P S&P 500 Growth ETF	0.76%	61,721	$5.4M	Add +26.9%
TCAF T Rowe PRC Cap Appreciation	0.72%	154,334	$5.1M	Reduce -3.0%
SPSM SS SPDR P S&P 600 Small Cap	0.69%	109,145	$4.9M	Add +9.4%
IEMG iShares Core MSCI Emerging	0.68%	93,198	$4.9M	Reduce -7.7%
LCTU iShares U.S. Carbon Transiti	0.57%	63,844	$4.1M	Reduce -1.8%
SPMB SS SPDR P Mort Back Bond ETF	0.56%	185,337	$4.0M	Add +15.7%
SCHX Schwab US Large-Cap ETF	0.56%	170,535	$4.0M	Reduce -2.7%
ACWI iShares MSCI Acwi ETF	0.54%	32,900	$3.9M	Add +7.4%
GOVT iShares US Treasury Bond ETF	0.53%	164,897	$3.8M	Reduce -2.3%
IWF iShares Russell 1000 Growth	0.51%	9,109	$3.7M	No change
SPYV SS SPDR P S&P 500 Value ETF	0.48%	66,877	$3.4M	Add +9.2%
SHLD Global X Defense Tech ETF	0.48%	90,651	$3.4M	Add +2.8%
SPMD SS SPDR P S&P 400 Midcap ETF	0.47%	61,656	$3.4M	Add +9.9%
USXF iShares ESG Advance MSCI USA	0.47%	67,392	$3.4M	Add +13.3%
XLK SS Technology Select Sector	0.47%	14,324	$3.3M	Reduce -12.3%
VWO Vanguard Ftse Emerging Marke	0.46%	75,149	$3.3M	Add +17.5%
VT Vanguard Tot World STK ETF	0.46%	27,915	$3.3M	Reduce -3.3%
IQDG Wisdomtree Intl QLTY DVD GRW	0.43%	90,288	$3.1M	Add +22.6%
IAU iShares Gold Trust	0.43%	62,042	$3.1M	New
IFRA iShares US Infrastructure	0.43%	65,671	$3.0M	Add +0.2%
QQQM Invesco Nasdaq 100 ETF	0.42%	14,091	$3.0M	Reduce -7.3%
SUSC iShares ESG Aware Usd Corpor	0.42%	130,401	$3.0M	Reduce -0.7%
EMB iShares JP Morgan Usd Emergi	0.40%	32,198	$2.9M	Add +1.2%
MSFT Microsoft Corp.	0.40%	6,767	$2.9M	Add +4.0%
GLD SPDR Gold Shares	0.40%	11,767	$2.8M	Add +31.7%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.39%	26,232	$2.8M	Reduce -0.8%
DSI iShares ESG MSCI KLD 400 ETF	0.39%	25,319	$2.8M	Reduce -3.5%
HYBL SS Blackstone High Inc. ETF	0.37%	93,278	$2.6M	Add +73.9%
MUB iShares National Muni Bond E	0.34%	22,819	$2.4M	Add +27.3%
CGMS Cap Group US Multi-Sect Bond	0.34%	87,640	$2.4M	Add +30.1%
IXN iShares Global Tech ETF	0.33%	27,391	$2.3M	Reduce -8.7%
PAVE Global X US Infrastructure	0.33%	57,249	$2.3M	Reduce -15.8%
EAGG iShares ESG Aware US Aggrega	0.31%	48,108	$2.2M	Add +9.1%
EBND State Street SPDR Bloomberg	0.29%	105,052	$2.1M	Reduce -2.8%
DMXF iShares ESG Advanc MSCI Eafe	0.28%	30,647	$2.0M	Add +20.5%
TIPX SS SPDR BB 1-10YR Tips ETF	0.25%	94,971	$1.8M	Add +6.5%
VTI VG Morningstar TS MKT ETF-US	0.24%	5,931	$1.7M	Add +14.0%
BRK.B Berkshire Hathaway Inc. Class B	0.23%	3,688	$1.7M	Add +0.2%
LECO Lincoln Electric Holdings	0.23%	8,914	$1.7M	No change
IJR iShares Core S&P Small-Cap E	0.23%	14,405	$1.7M	Add +95.0%
RSP Invesco S&P 500 Equal Weight	0.23%	9,442	$1.7M	Reduce -30.2%
IWB iShares Russell 1000 ETF	0.23%	5,111	$1.6M	No change
BIL SS SPDR BB 1-3M T-Bill ETF	0.22%	17,463	$1.6M	Add +112.1%
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.22%	59,604	$1.6M	Reduce -15.3%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.22%	19,528	$1.5M	Add +1.6%
IDU iShares US Utilities ETF	0.21%	15,327	$1.5M	Add +16.0%
KEMX Kraneshares MSCI E-MKT Ex-CH	0.21%	53,200	$1.5M	Add +18.0%
EMHC SS SPDR BB Em Usd Bond ETF	0.20%	60,004	$1.4M	Add +9.1%
VGLT Vanguard Long-Term Treasury	0.20%	25,693	$1.4M	Reduce -6.8%
SCHM Schwab US Mid Cap ETF	0.20%	50,811	$1.4M	No change
AAPL Apple Inc.	0.19%	5,467	$1.4M	Add +7.9%
MEAR Ishrs Short Mat Muni Act ETF	0.18%	25,407	$1.3M	New
ADI Analog Devices Inc.	0.16%	5,456	$1.2M	No change
EUSA iShares MSCI USA Equal Weigh	0.16%	11,925	$1.1M	No change
QQQ Invesco QQQ Trust Series 1	0.16%	2,216	$1.1M	Add +26.7%
IWM iShares Russell 2000 ETF	0.16%	5,113	$1.1M	Add +7.7%
EUSB Ishr ESG Advn Universal BD-$	0.15%	24,729	$1.1M	Reduce -26.4%
ESGE iShares Inc. iShares ESG Awar	0.14%	30,786	$1.0M	Add +2.4%
IWD iShares Russell 1000 Value E	0.14%	5,483	$1.0M	Reduce -9.0%
GCOW Pacer Global Cash Cows Divid	0.14%	28,907	$975K	Reduce -46.9%
MMTM SS SPDR S&P 1500 Mom Tilt	0.13%	3,548	$924K	New
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F	0.13%	17,525	$909K	Add +11.3%
PWR Quanta Services Inc.	0.13%	2,856	$903K	No change
SPDW Ste STR SPDR PT DW Eu ETF	0.13%	26,405	$901K	Add +10.8%
CALF PCR US SM CP CSH CWS ETF-Usd	0.11%	17,964	$791K	Reduce -24.4%
IJH iShares Core S&P Midcap ETF	0.11%	12,454	$776K	Add +4.1%
HYDB iShares High Yield Systemati	0.11%	16,131	$758K	New
LCTD iShares World Ex U.S. Carbon	0.10%	17,179	$748K	Add +6.9%
SUSB iShares ESG Aware 1-5 Year U	0.10%	29,183	$721K	Add +25.4%
AXP American Express Co.	0.10%	2,386	$708K	Add +2.1%
SCHD Schwab US DVD Equity ETF	0.10%	25,240	$690K	Add +2.6%
HD Home Depot Inc.	0.09%	1,714	$667K	Reduce -2.6%
JPMB JPMorgan Usd Emerging Market	0.09%	17,255	$656K	Add +7.3%
IWP iShares Russell Mid-Cap Grow	0.09%	5,103	$647K	No change
CWI State Street SPDR MSCI Acwi	0.09%	22,047	$616K	Reduce -5.6%
EEM iShares MSCI Emerging Market	0.08%	13,592	$568K	New
JAAA Janus Henderson Aaa Clo ETF	0.08%	10,809	$548K	New
DGRO iShares Core Dividend Growth	0.07%	8,637	$530K	New
JPM JPMorgan Chase & Co.	0.07%	2,050	$491K	Add +4.6%
ICVT iShares Convertible Bond ETF	0.07%	5,624	$478K	Add +44.0%
SCHG Schwab US Large-Cap Growth	0.06%	15,792	$440K	No change
RTX RTX Corp.	0.06%	3,739	$433K	Reduce -4.9%
COST Costco Wholesale Corp.	0.06%	471	$432K	No change
QDIV Global X S&P 500 QLTY Div	0.06%	12,383	$429K	No change
GOOGL Alphabet Inc. Class A	0.06%	2,175	$412K	No change
APH Amphenol Corp. Class A	0.06%	5,908	$410K	No change
SYLD Cambria Shareholder Yield Et	0.06%	5,869	$402K	Reduce -3.1%
XLF SS Financial Select Sector	0.05%	7,842	$379K	No change
HEFA Isha Curr Hedged MSCI Eafe	0.05%	10,635	$370K	Reduce -15.1%
DFUS Dimensional US Eq MKT ETF	0.05%	5,794	$369K	Add +0.3%
XOM Exxon Mobil Corp.	0.05%	3,432	$369K	Reduce -1.3%
XLY SS Consumer Disc Select Sect	0.05%	1,630	$366K	Add +8.5%
CVX Chevron Corp.	0.05%	2,482	$360K	Add +78.0%
SCHA Schwab US Small-Cap ETF	0.05%	13,471	$348K	Reduce -15.0%
JNJ Johnson & Johnson	0.05%	2,375	$344K	Add +47.4%
XLV SS Health Care Select Sector	0.05%	2,484	$342K	Add +9.0%
ADBE Adobe Inc.	0.05%	759	$338K	Reduce -16.9%
GOOG Alphabet Inc. Class C	0.05%	1,738	$331K	Add +10.0%
PG The Procter & Gamble Co.	0.05%	1,926	$323K	Add +21.3%
XLI SS Industrial Select Sector	0.05%	2,450	$323K	No change
ITOT iShares Core S&P Total U.S.	0.04%	2,483	$319K	Reduce -0.8%
DELL Dell Technologies -C	0.04%	2,751	$317K	No change
TMO Thermo Fisher Scientific Inc.	0.04%	573	$298K	No change
JQUA JPMorgan US Quality Factor	0.04%	5,202	$298K	Reduce -6.4%
VGIT Vanguard Intermediate-Term T	0.04%	5,089	$295K	Add +11.1%
MCO Moody's Corp.	0.04%	538	$255K	No change
VRSK Verisk Analytics Inc.	0.04%	920	$253K	No change
ADP Automatic Data Processing	0.03%	833	$244K	No change
AMZN Amazon.com Inc.	0.03%	1,093	$240K	New
XLP SS Consumer Staples Sel Sect	0.03%	2,931	$230K	No change
XLE SS Energy Select Sector	0.03%	2,662	$228K	Add +0.8%
LOW Lowe's Cos Inc.	0.03%	923	$228K	No change
AVGO Broadcom Inc.	0.03%	960	$223K	New
CDW CDW Corp.	0.03%	1,259	$219K	No change
SYK Stryker Corp.	0.03%	605	$218K	Reduce -0.8%
XEL Xcel Energy Inc.	0.03%	3,219	$217K	New
CSCO Cisco Systems Inc.	0.03%	3,670	$217K	New
ICF iShares Select U.S. REIT ETF	0.03%	3,510	$212K	No change
RC Ready Capital Corp.	0.02%	16,218	$111K	No change

Portfolio Sells Q3 2024 → Q4 2024


IUSB Ishr CR Unvrse Usd BD ETF-Ui	Reduce -8.3%	9.89%	−1.52
TOTL SS Doubleline TR Tact ETF	Reduce -16.5%	1.55%	−0.43
BBAG JPMorgan Betabuilders US Agg	Reduce -15.4%	1.67%	−0.43
SPAB SS SPDR P Agg Bond ETF	Reduce -27.0%	0.82%	−0.37
IGEB iShares Investment Grade SYS	Sold out	0.00%	−0.31
IVV iShares Core S&P 500 ETF	Reduce -2.8%	12.83%	−0.28
TLT iShares 20+ Year Treasury BD	Reduce -6.8%	1.03%	−0.23
GCOW Pacer Global Cash Cows Divid	Reduce -46.9%	0.14%	−0.15
IEMG iShares Core MSCI Emerging	Reduce -7.7%	0.68%	−0.14
RSP Invesco S&P 500 Equal Weight	Reduce -30.2%	0.23%	−0.11
ESGU iShares ESG Aware MSCI USA	Reduce -3.3%	3.05%	−0.08
PAVE Global X US Infrastructure	Reduce -15.8%	0.33%	−0.07
SPTL SS SPDR PF LNG TRM TSY E-Usd	Reduce -15.3%	0.22%	−0.07
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.07
EUSB Ishr ESG Advn Universal BD-$	Reduce -26.4%	0.15%	−0.06
HCA HCA Healthcare Inc.	Sold out	0.00%	−0.06
XLK SS Technology Select Sector	Reduce -12.3%	0.47%	−0.06
JCPB JPMorgan Core Plus Bond ETF	Sold out	0.00%	−0.05
IXUS iShares Core Intl Stock ETF	Sold out	0.00%	−0.05
IVW iShares S&P 500 Growth ETF	Reduce -5.6%	3.82%	−0.05
CALF PCR US SM CP CSH CWS ETF-Usd	Reduce -24.4%	0.11%	−0.05
NOC Northrop Grumman Corp.	Sold out	0.00%	−0.05
SCHY Schwab International DVD ETF	Sold out	0.00%	−0.04
VGLT Vanguard Long-Term Treasury	Reduce -6.8%	0.20%	−0.04
NVO Novo-Nordisk A/S-Spons ADR	Sold out	0.00%	−0.04
EBND State Street SPDR Bloomberg	Reduce -2.8%	0.29%	−0.04
SCHB Schwab US Broad Market ETF	Reduce -4.1%	1.18%	−0.04
TCAF T Rowe PRC Cap Appreciation	Reduce -3.0%	0.72%	−0.03
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Reduce -0.8%	0.39%	−0.03
GOVT iShares US Treasury Bond ETF	Reduce -2.3%	0.53%	−0.03
VT Vanguard Tot World STK ETF	Reduce -3.3%	0.46%	−0.03
IEFA iShares Core MSCI Eafe ETF	Sold out	0.00%	−0.03
SUSC iShares ESG Aware Usd Corpor	Reduce -0.7%	0.42%	−0.03
STOT SS DL St Dur TR Tact ETF	Sold out	0.00%	−0.03
IXN iShares Global Tech ETF	Reduce -8.7%	0.33%	−0.03
IWD iShares Russell 1000 Value E	Reduce -9.0%	0.14%	−0.02
ADBE Adobe Inc.	Reduce -16.9%	0.05%	−0.02
QQQM Invesco Nasdaq 100 ETF	Reduce -7.3%	0.42%	−0.02
CWI State Street SPDR MSCI Acwi	Reduce -5.6%	0.09%	−0.01
DSI iShares ESG MSCI KLD 400 ETF	Reduce -3.5%	0.39%	−0.01
HEFA Isha Curr Hedged MSCI Eafe	Reduce -15.1%	0.05%	−0.01
SCHX Schwab US Large-Cap ETF	Reduce -2.7%	0.56%	−0.01
SCHA Schwab US Small-Cap ETF	Reduce -15.0%	0.05%	−0.01
HD Home Depot Inc.	Reduce -2.6%	0.09%	−0.01
RTX RTX Corp.	Reduce -4.9%	0.06%	−0.01
LCTU iShares U.S. Carbon Transiti	Reduce -1.8%	0.57%	−0.01
XOM Exxon Mobil Corp.	Reduce -1.3%	0.05%	−0.01
SYLD Cambria Shareholder Yield Et	Reduce -3.1%	0.06%	−0.01
JQUA JPMorgan US Quality Factor	Reduce -6.4%	0.04%	−0.00
SYK Stryker Corp.	Reduce -0.8%	0.03%	−0.00

Portfolio Buys Q3 2024 → Q4 2024


AGG iShares Core U.S. Aggregate	Add +4870.5%	1.49%	+1.45
MTUM iShares MSCI USA Momentum Fa	New	0.91%	+0.91
IAU iShares Gold Trust	New	0.43%	+0.43
SPY SS SPDR S&P 500 ETF Trust-US	Add +7.2%	2.93%	+0.22
SPYG SS SPDR P S&P 500 Growth ETF	Add +26.9%	0.76%	+0.19
MEAR Ishrs Short Mat Muni Act ETF	New	0.18%	+0.18
BINC iShares Flex I A ETF-Usd Inc.	Add +15.3%	1.73%	+0.16
HYBL SS Blackstone High Inc. ETF	Add +73.9%	0.37%	+0.15
XLSR SS US Sector Rotation	Add +10.9%	1.19%	+0.13
MMTM SS SPDR S&P 1500 Mom Tilt	New	0.13%	+0.13
BIL SS SPDR BB 1-3M T-Bill ETF	Add +112.1%	0.22%	+0.12
IJR iShares Core S&P Small-Cap E	Add +95.0%	0.23%	+0.11
HYDB iShares High Yield Systemati	New	0.11%	+0.11
QUS SS SPDR MSCI U Stratfact ETF	Add +14.2%	0.97%	+0.09
GLD SPDR Gold Shares	Add +31.7%	0.40%	+0.09
VOO Vanguard S&P 500 ETF	Add +3.9%	1.95%	+0.09
EEM iShares MSCI Emerging Market	New	0.08%	+0.08
JAAA Janus Henderson Aaa Clo ETF	New	0.08%	+0.08
DGRO iShares Core Dividend Growth	New	0.07%	+0.07
CGMS Cap Group US Multi-Sect Bond	Add +30.1%	0.34%	+0.07
MUB iShares National Muni Bond E	Add +27.3%	0.34%	+0.06
USXF iShares ESG Advance MSCI USA	Add +13.3%	0.47%	+0.05
SPMB SS SPDR P Mort Back Bond ETF	Add +15.7%	0.56%	+0.05
EFG iShares MSCI Eafe Growth ETF	Add +14.4%	3.07%	+0.05
SPSM SS SPDR P S&P 600 Small Cap	Add +9.4%	0.69%	+0.04
QQQ Invesco QQQ Trust Series 1	Add +26.7%	0.16%	+0.04
SPMD SS SPDR P S&P 400 Midcap ETF	Add +9.9%	0.47%	+0.04
AMZN Amazon.com Inc.	New	0.03%	+0.03
VTI VG Morningstar TS MKT ETF-US	Add +14.0%	0.24%	+0.03
AVGO Broadcom Inc.	New	0.03%	+0.03
CSCO Cisco Systems Inc.	New	0.03%	+0.03
XEL Xcel Energy Inc.	New	0.03%	+0.03
VWO Vanguard Ftse Emerging Marke	Add +17.5%	0.46%	+0.03
AAPL Apple Inc.	Add +7.9%	0.19%	+0.02
IQDG Wisdomtree Intl QLTY DVD GRW	Add +22.6%	0.43%	+0.02
ACWI iShares MSCI Acwi ETF	Add +7.4%	0.54%	+0.02
CVX Chevron Corp.	Add +78.0%	0.05%	+0.02
ICVT iShares Convertible Bond ETF	Add +44.0%	0.07%	+0.02
SPYV SS SPDR P S&P 500 Value ETF	Add +9.2%	0.48%	+0.02
SUSB iShares ESG Aware 1-5 Year U	Add +25.4%	0.10%	+0.02
DMXF iShares ESG Advanc MSCI Eafe	Add +20.5%	0.28%	+0.02
IDU iShares US Utilities ETF	Add +16.0%	0.21%	+0.02
JNJ Johnson & Johnson	Add +47.4%	0.05%	+0.01
JPM JPMorgan Chase & Co.	Add +4.6%	0.07%	+0.01
IWM iShares Russell 2000 ETF	Add +7.7%	0.16%	+0.01
AXP American Express Co.	Add +2.1%	0.10%	+0.01
GOOG Alphabet Inc. Class C	Add +10.0%	0.05%	+0.01
SHLD Global X Defense Tech ETF	Add +2.8%	0.48%	+0.01
EAGG iShares ESG Aware US Aggrega	Add +9.1%	0.31%	+0.01
XLY SS Consumer Disc Select Sect	Add +8.5%	0.05%	+0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	162	$827.9M	IVV, IUSB, DYNF, IVW, IVE
Q1 2026	153	$742.3M	IVV, IUSB, DYNF, IVW, IVE
Q4 2025	160	$786.8M	IVV, DYNF, IUSB, IVE, IVW
Q3 2025	159	$778.1M	IVV, DYNF, IUSB, QUAL, IVW
Q2 2025	154	$745.9M	IUSB, QUAL, IVV, DYNF, IVW
Q1 2025	149	$699.0M	IVV, IUSB, QUAL, DYNF, IVW
Q4 2024	145	$711.8M	IVV, IUSB, QUAL, DYNF, IVW
Q3 2024	143	$702.1M	IVV, IUSB, QUAL, DYNF, IVW
Q2 2024	117	$618.8M	IVV, IUSB, QUAL, DYNF, IVW
Q1 2024	122	$610.8M	IVV, IUSB, QUAL, ESGU, EFV