Sharkey, Howes & Javer

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Sharkey, Howes & Javer reported 149 stock positions worth $699.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.6% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 9.6%) and iShares MSCI USA Quality Fac (QUAL, 7.4%). Compared with Q4 2024, it opened 13 new positions, sold out of 9, added to 40 and reduced 70. The biggest buy was a new position in iShares 10-20 Year Treasury (TLH) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −15%).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001642246
Portfolio Value
$699.0M (Q1 2025)
SEC Filing
0001642246-25-000003 ↗ filed Apr 30, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $610.8M Q1 2024 Q2 2024: $618.8M Q2 2024 Q3 2024: $702.1M Q3 2024 Q4 2024: $711.8M Q4 2024 Q1 2025: $699.0M $699.0M Q1 2025 Q2 2025: $745.9M Q2 2025 Q3 2025: $778.1M Q3 2025 Q4 2025: $786.8M Q4 2025 Q1 2026: $742.3M Q1 2026 Q2 2026: $827.9M Q2 2026

Holdings 149 stocks · $699.0M
IVV iShares Core S&P 500 ETF 10.60% 131,862 $74.1M Reduce -15.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 9.63% 1,460,410 $67.3M Reduce -6.3%
QUAL iShares MSCI USA Quality Fac 7.42% 303,689 $51.9M Add +0.9%
DYNF Ishrs US E F R A ETF-Usd Inc. 5.94% 851,042 $41.5M Add +15.3%
IVW iShares S&P 500 Growth ETF 4.33% 326,401 $30.3M Add +21.9%
IVE iShares S&P 500 Value ETF 3.38% 124,077 $23.6M Add +61.7%
EFV iShares MSCI Eafe Value ETF 2.83% 335,417 $19.8M Reduce -24.3%
SPY SS SPDR S&P 500 ETF Trust-US 2.41% 30,084 $16.8M Reduce -15.4%
MBB iShares MBS ETF 2.31% 172,137 $16.1M Reduce -11.9%
ESGU iShares ESG Aware MSCI USA 2.17% 124,600 $15.2M Reduce -26.1%
EFG iShares MSCI Eafe Growth ETF 2.09% 146,081 $14.6M Reduce -35.3%
BINC iShares Flex I A ETF-Usd Inc. 2.05% 273,706 $14.3M Add +15.4%
BBAG JPMorgan Betabuilders US Agg 1.71% 258,539 $11.9M Reduce -1.8%
VOO Vanguard S&P 500 ETF 1.63% 22,151 $11.4M Reduce -14.1%
TLH iShares 10-20 Year Treasury 1.46% 98,529 $10.2M New
TOTL SS Doubleline TR Tact ETF 1.39% 240,692 $9.7M Reduce -13.8%
OEF iShares S&P 100 ETF 1.35% 34,951 $9.5M New
IYW iShares Ustechnology ETF 1.34% 66,814 $9.4M Add +7.7%
IEMG iShares Core MSCI Emerging 1.22% 157,559 $8.5M Add +69.1%
EMXC iShares MSCI Emr MRK Ex Chna 1.18% 149,919 $8.3M Reduce -10.7%
XLSR SS US Sector Rotation 1.17% 161,014 $8.2M Add +1.7%
IAU iShares Gold Trust 1.17% 138,373 $8.2M Add +123.0%
HYBL SS Blackstone High Inc. ETF 1.15% 286,543 $8.1M Add +207.2%
SCHB Schwab US Broad Market ETF 1.12% 365,157 $7.9M Reduce -1.3%
MTUM iShares MSCI USA Momentum Fa 1.08% 37,303 $7.5M Add +18.7%
QUS SS SPDR MSCI U Stratfact ETF 1.05% 46,708 $7.3M Add +4.9%
SPEM State Street SP PTF Em ETF 1.02% 181,479 $7.1M Reduce -1.4%
SPSM SS SPDR P S&P 600 Small Cap 0.75% 128,875 $5.3M Add +18.1%
TLT iShares 20+ Year Treasury BD 0.74% 56,542 $5.1M Reduce -32.5%
TCAF T Rowe PRC Cap Appreciation 0.71% 154,334 $5.0M No change
SPYG SS SPDR P S&P 500 Growth ETF 0.67% 57,968 $4.7M Reduce -6.1%
EMB iShares JP Morgan Usd Emergi 0.64% 49,331 $4.5M Add +53.2%
SPDW Ste STR SPDR PT DW Eu ETF 0.60% 114,787 $4.2M Add +334.7%
GLD SPDR Gold Shares 0.60% 14,449 $4.2M Add +22.8%
SHLD Global X Defense Tech ETF 0.59% 88,632 $4.1M Reduce -2.2%
SPYV SS SPDR P S&P 500 Value ETF 0.57% 77,612 $4.0M Add +16.1%
AGG iShares Core U.S. Aggregate 0.56% 39,887 $3.9M Reduce -63.5%
ACWI iShares MSCI Acwi ETF 0.54% 32,132 $3.7M Reduce -2.3%
LCTU iShares U.S. Carbon Transiti 0.53% 60,993 $3.7M Reduce -4.5%
CERY SS SPDR BBG En RY CM St N-Ui 0.52% 131,900 $3.7M New
SCHX Schwab US Large-Cap ETF 0.51% 160,321 $3.5M Reduce -6.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.50% 11,213 $3.5M Reduce -34.9%
HEFA Isha Curr Hedged MSCI Eafe 0.48% 92,326 $3.4M Add +768.1%
SPMB SS SPDR P Mort Back Bond ETF 0.47% 148,273 $3.3M Reduce -20.0%
VT Vanguard Tot World STK ETF 0.46% 27,707 $3.2M Reduce -0.8%
SPMD SS SPDR P S&P 400 Midcap ETF 0.46% 62,658 $3.2M Add +1.6%
USXF iShares ESG Advance MSCI USA 0.46% 68,236 $3.2M Add +1.3%
EFA iShares MSCI Eafe ETF 0.45% 38,437 $3.1M New
EAGG iShares ESG Aware US Aggrega 0.45% 65,834 $3.1M Add +36.9%
BIL SS SPDR BB 1-3M T-Bill ETF 0.45% 34,008 $3.1M Add +94.7%
SUSC iShares ESG Aware Usd Corpor 0.43% 128,956 $3.0M Reduce -1.1%
IWF iShares Russell 1000 Growth 0.41% 7,896 $2.9M Reduce -13.3%
XLK SS Technology Select Sector 0.40% 13,576 $2.8M Reduce -5.2%
GOVT iShares US Treasury Bond ETF 0.38% 115,846 $2.7M Reduce -29.8%
VWO Vanguard Ftse Emerging Marke 0.38% 58,821 $2.7M Reduce -21.7%
DSI iShares ESG MSCI KLD 400 ETF 0.37% 25,003 $2.6M Reduce -1.3%
QQQM Invesco Nasdaq 100 ETF 0.35% 12,770 $2.5M Reduce -9.4%
EMHC SS SPDR BB Em Usd Bond ETF 0.35% 101,900 $2.5M Add +69.8%
MSFT Microsoft Corp. 0.35% 6,504 $2.4M Reduce -3.9%
CGMS Cap Group US Multi-Sect Bond 0.32% 81,090 $2.2M Reduce -7.5%
THRO iShares U.S. Thematic Rotati 0.31% 67,820 $2.1M New
MUB iShares National Muni Bond E 0.30% 19,818 $2.1M Reduce -13.2%
IXN iShares Global Tech ETF 0.29% 27,186 $2.1M Reduce -0.8%
IQDG Wisdomtree Intl QLTY DVD GRW 0.29% 56,022 $2.0M Reduce -38.0%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 3,680 $2.0M Reduce -0.2%
LECO Lincoln Electric Holdings 0.24% 8,914 $1.7M No change
VTI VG Morningstar TS MKT ETF-US 0.24% 6,094 $1.7M Add +2.8%
TIPX SS SPDR BB 1-10YR Tips ETF 0.23% 85,601 $1.6M Reduce -9.9%
RSP Invesco S&P 500 Equal Weight 0.23% 9,469 $1.6M Add +0.3%
EDV Vanguard Extended Dur Treas 0.23% 22,747 $1.6M New
IWB iShares Russell 1000 ETF 0.22% 5,120 $1.6M Add +0.2%
IDU iShares US Utilities ETF 0.22% 15,484 $1.6M Add +1.0%
IJR iShares Core S&P Small-Cap E 0.22% 14,405 $1.5M No change
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F 0.20% 26,970 $1.4M Add +53.9%
SPIB SS SPDR P Int C Corp. ETF 0.19% 40,771 $1.4M New
SCHM Schwab US Mid Cap ETF 0.19% 50,628 $1.3M Reduce -0.4%
EBND State Street SPDR Bloomberg 0.18% 63,825 $1.3M Reduce -39.2%
KEMX Kraneshares MSCI E-MKT Ex-CH 0.18% 45,357 $1.3M Reduce -14.7%
PAVE Global X US Infrastructure 0.17% 32,099 $1.2M Reduce -43.9%
DMXF iShares ESG Advanc MSCI Eafe 0.17% 17,929 $1.2M Reduce -41.5%
EUSB Ishr ESG Advn Universal BD-$ 0.17% 27,450 $1.2M Add +11.0%
ADI Analog Devices Inc. 0.16% 5,456 $1.1M No change
AAPL Apple Inc. 0.15% 4,837 $1.1M Reduce -11.5%
HYDB iShares High Yield Systemati 0.15% 22,396 $1.1M Add +38.8%
IWD iShares Russell 1000 Value E 0.15% 5,491 $1.0M Add +0.1%
EUSA iShares MSCI USA Equal Weigh 0.15% 10,986 $1.0M Reduce -7.9%
ESGE iShares Inc. iShares ESG Awar 0.14% 28,726 $1.0M Reduce -6.7%
GCOW Pacer Global Cash Cows Divid 0.13% 25,352 $938K Reduce -12.3%
MMTM SS SPDR S&P 1500 Mom Tilt 0.13% 3,809 $918K Add +7.4%
IWM iShares Russell 2000 ETF 0.13% 4,494 $896K Reduce -12.1%
JPMB JPMorgan Usd Emerging Market 0.12% 22,280 $859K Add +29.1%
LCTD iShares World Ex U.S. Carbon 0.11% 16,332 $754K Reduce -4.9%
PWR Quanta Services Inc. 0.10% 2,856 $726K No change
MEAR Ishrs Short Mat Muni Act ETF 0.10% 14,050 $706K Reduce -44.7%
QQQ Invesco QQQ Trust Series 1 0.10% 1,493 $700K Reduce -32.6%
SCHD Schwab US DVD Equity ETF 0.10% 24,253 $678K Reduce -3.9%
IJH iShares Core S&P Midcap ETF 0.09% 11,248 $656K Reduce -9.7%
SPAB SS SPDR P Agg Bond ETF 0.09% 25,077 $640K Reduce -89.2%
JAAA Janus Henderson Aaa Clo ETF 0.09% 12,177 $617K Add +12.7%
HD Home Depot Inc. 0.09% 1,656 $607K Reduce -3.4%
IWP iShares Russell Mid-Cap Grow 0.09% 5,103 $600K No change
FENI Fidelity Enhanced Intl ETF 0.08% 17,883 $532K New
ICVT iShares Convertible Bond ETF 0.07% 6,201 $518K Add +10.3%
EEM iShares MSCI Emerging Market 0.07% 11,583 $506K Reduce -14.8%
CWI State Street SPDR MSCI Acwi 0.07% 16,806 $497K Reduce -23.8%
RTX RTX Corp. 0.07% 3,742 $496K Add +0.1%
DGRO iShares Core Dividend Growth 0.07% 7,454 $461K Reduce -13.7%
JPM JPMorgan Chase & Co. 0.07% 1,875 $460K Reduce -8.5%
IFRA iShares US Infrastructure 0.06% 9,999 $451K Reduce -84.8%
IEFA iShares Core MSCI Eafe ETF 0.06% 5,945 $450K New
COST Costco Wholesale Corp. 0.06% 472 $446K Add +0.2%
QDIV Global X S&P 500 QLTY Div 0.06% 12,383 $435K No change
XOM Exxon Mobil Corp. 0.06% 3,432 $408K No change
SCHG Schwab US Large-Cap Growth 0.06% 15,792 $395K No change
XLF SS Financial Select Sector 0.06% 7,842 $391K No change
AXP American Express Co. 0.06% 1,440 $387K Reduce -39.6%
DBEF Xtrackers MSCI Eafe Hedged E 0.06% 8,882 $385K New
SYLD Cambria Shareholder Yield Et 0.05% 5,904 $377K Add +0.6%
APH Amphenol Corp. Class A 0.05% 5,550 $364K Reduce -6.1%
XLV SS Health Care Select Sector 0.05% 2,484 $363K No change
DFUS Dimensional US Eq MKT ETF 0.05% 5,807 $351K Add +0.2%
XLY SS Consumer Disc Select Sect 0.05% 1,630 $322K No change
XLI SS Industrial Select Sector 0.05% 2,450 $321K No change
GOOGL Alphabet Inc. Class A 0.04% 2,026 $313K Reduce -6.8%
ITOT iShares Core S&P Total U.S. 0.04% 2,483 $303K No change
JQUA JPMorgan US Quality Factor 0.04% 5,202 $294K No change
VGIT Vanguard Intermediate-Term T 0.04% 4,942 $294K Reduce -2.9%
ADBE Adobe Inc. 0.04% 759 $291K No change
TMO Thermo Fisher Scientific Inc. 0.04% 573 $285K No change
VRSK Verisk Analytics Inc. 0.04% 920 $274K No change
XLE SS Energy Select Sector 0.04% 2,842 $266K Add +6.8%
PG The Procter & Gamble Co. 0.04% 1,551 $264K Reduce -19.5%
CVX Chevron Corp. 0.04% 1,536 $257K Reduce -38.1%
ADP Automatic Data Processing 0.04% 833 $255K No change
DELL Dell Technologies -C 0.04% 2,751 $251K No change
JNJ Johnson & Johnson 0.04% 1,512 $251K Reduce -36.3%
MCO Moody's Corp. 0.04% 538 $251K No change
XLP SS Consumer Staples Sel Sect 0.03% 2,931 $239K No change
SYK Stryker Corp. 0.03% 605 $225K No change
GOOG Alphabet Inc. Class C 0.03% 1,431 $224K Reduce -17.7%
ABT Abbott Laboratories 0.03% 1,685 $224K New
VGLT Vanguard Long-Term Treasury 0.03% 3,876 $223K Reduce -84.9%
SCHA Schwab US Small-Cap ETF 0.03% 9,357 $219K Reduce -30.5%
CME Cme Group Inc. 0.03% 819 $217K New
LOW Lowe's Cos Inc. 0.03% 923 $215K No change
CSCO Cisco Systems Inc. 0.03% 3,405 $210K Reduce -7.2%
VEA Vanguard Ftse Developed ETF 0.03% 3,970 $202K New
CDW CDW Corp. 0.03% 1,259 $202K No change
RC Ready Capital Corp. 0.01% 16,218 $83K No change

Portfolio Sells Q4 2024 → Q1 2025
IVV iShares Core S&P 500 ETF Reduce -15.0% 10.60% −2.23
EFG iShares MSCI Eafe Growth ETF Reduce -35.3% 2.09% −0.98
AGG iShares Core U.S. Aggregate Reduce -63.5% 0.56% −0.92
ESGU iShares ESG Aware MSCI USA Reduce -26.1% 2.17% −0.88
SPAB SS SPDR P Agg Bond ETF Reduce -89.2% 0.09% −0.73
SPY SS SPDR S&P 500 ETF Trust-US Reduce -15.4% 2.41% −0.52
EFV iShares MSCI Eafe Value ETF Reduce -24.3% 2.83% −0.44
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −0.39
IFRA iShares US Infrastructure Reduce -84.8% 0.06% −0.36
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -34.9% 0.50% −0.34
VOO Vanguard S&P 500 ETF Reduce -14.1% 1.63% −0.32
TLT iShares 20+ Year Treasury BD Reduce -32.5% 0.74% −0.29
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -6.3% 9.63% −0.27
SPTL SS SPDR PF LNG TRM TSY E-Usd Sold out 0.00% −0.22
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Sold out 0.00% −0.22
MBB iShares MBS ETF Reduce -11.9% 2.31% −0.21
VGLT Vanguard Long-Term Treasury Reduce -84.9% 0.03% −0.17
TOTL SS Doubleline TR Tact ETF Reduce -13.8% 1.39% −0.16
PAVE Global X US Infrastructure Reduce -43.9% 0.17% −0.15
GOVT iShares US Treasury Bond ETF Reduce -29.8% 0.38% −0.15
IQDG Wisdomtree Intl QLTY DVD GRW Reduce -38.0% 0.29% −0.15
EMXC iShares MSCI Emr MRK Ex Chna Reduce -10.7% 1.18% −0.13
CALF PCR US SM CP CSH CWS ETF-Usd Sold out 0.00% −0.11
IWF iShares Russell 1000 Growth Reduce -13.3% 0.41% −0.11
DMXF iShares ESG Advanc MSCI Eafe Reduce -41.5% 0.17% −0.11
EBND State Street SPDR Bloomberg Reduce -39.2% 0.18% −0.10
SUSB iShares ESG Aware 1-5 Year U Sold out 0.00% −0.10
SPYG SS SPDR P S&P 500 Growth ETF Reduce -6.1% 0.67% −0.10
SPMB SS SPDR P Mort Back Bond ETF Reduce -20.0% 0.47% −0.09
VWO Vanguard Ftse Emerging Marke Reduce -21.7% 0.38% −0.08
MEAR Ishrs Short Mat Muni Act ETF Reduce -44.7% 0.10% −0.08
XLK SS Technology Select Sector Reduce -5.2% 0.40% −0.07
QQQM Invesco Nasdaq 100 ETF Reduce -9.4% 0.35% −0.06
QQQ Invesco QQQ Trust Series 1 Reduce -32.6% 0.10% −0.06
SCHB Schwab US Broad Market ETF Reduce -1.3% 1.12% −0.05
MSFT Microsoft Corp. Reduce -3.9% 0.35% −0.05
SCHX Schwab US Large-Cap ETF Reduce -6.0% 0.51% −0.05
LCTU iShares U.S. Carbon Transiti Reduce -4.5% 0.53% −0.05
AXP American Express Co. Reduce -39.6% 0.06% −0.04
MUB iShares National Muni Bond E Reduce -13.2% 0.30% −0.04
AAPL Apple Inc. Reduce -11.5% 0.15% −0.04
AMZN Amazon.com Inc. Sold out 0.00% −0.03
IXN iShares Global Tech ETF Reduce -0.8% 0.29% −0.03
AVGO Broadcom Inc. Sold out 0.00% −0.03
IWM iShares Russell 2000 ETF Reduce -12.1% 0.13% −0.03
XEL Xcel Energy Inc. Sold out 0.00% −0.03
ICF iShares Select U.S. REIT ETF Sold out 0.00% −0.03
KEMX Kraneshares MSCI E-MKT Ex-CH Reduce -14.7% 0.18% −0.03
DSI iShares ESG MSCI KLD 400 ETF Reduce -1.3% 0.37% −0.03
CGMS Cap Group US Multi-Sect Bond Reduce -7.5% 0.32% −0.02

Portfolio Buys Q4 2024 → Q1 2025
TLH iShares 10-20 Year Treasury New 1.46% +1.46
OEF iShares S&P 100 ETF New 1.35% +1.35
IVE iShares S&P 500 Value ETF Add +61.7% 3.38% +1.33
HYBL SS Blackstone High Inc. ETF Add +207.2% 1.15% +0.78
IAU iShares Gold Trust Add +123.0% 1.17% +0.74
DYNF Ishrs US E F R A ETF-Usd Inc. Add +15.3% 5.94% +0.62
IEMG iShares Core MSCI Emerging Add +69.1% 1.22% +0.53
CERY SS SPDR BBG En RY CM St N-Ui New 0.52% +0.52
IVW iShares S&P 500 Growth ETF Add +21.9% 4.33% +0.52
SPDW Ste STR SPDR PT DW Eu ETF Add +334.7% 0.60% +0.47
EFA iShares MSCI Eafe ETF New 0.45% +0.45
HEFA Isha Curr Hedged MSCI Eafe Add +768.1% 0.48% +0.43
BINC iShares Flex I A ETF-Usd Inc. Add +15.4% 2.05% +0.32
THRO iShares U.S. Thematic Rotati New 0.31% +0.31
EMB iShares JP Morgan Usd Emergi Add +53.2% 0.64% +0.24
EDV Vanguard Extended Dur Treas New 0.23% +0.23
BIL SS SPDR BB 1-3M T-Bill ETF Add +94.7% 0.45% +0.22
GLD SPDR Gold Shares Add +22.8% 0.60% +0.20
SPIB SS SPDR P Int C Corp. ETF New 0.19% +0.19
MTUM iShares MSCI USA Momentum Fa Add +18.7% 1.08% +0.17
EMHC SS SPDR BB Em Usd Bond ETF Add +69.8% 0.35% +0.15
EAGG iShares ESG Aware US Aggrega Add +36.9% 0.45% +0.13
SPYV SS SPDR P S&P 500 Value ETF Add +16.1% 0.57% +0.09
QUS SS SPDR MSCI U Stratfact ETF Add +4.9% 1.05% +0.08
FENI Fidelity Enhanced Intl ETF New 0.08% +0.08
JPEM JPM Diversified Ret Em Equit Add +53.9% 0.20% +0.08
IEFA iShares Core MSCI Eafe ETF New 0.06% +0.06
SPSM SS SPDR P S&P 600 Small Cap Add +18.1% 0.75% +0.06
DBEF Xtrackers MSCI Eafe Hedged E New 0.06% +0.06
HYDB iShares High Yield Systemati Add +38.8% 0.15% +0.04
ABT Abbott Laboratories New 0.03% +0.03
CME Cme Group Inc. New 0.03% +0.03
JPMB JPMorgan Usd Emerging Market Add +29.1% 0.12% +0.03
VEA Vanguard Ftse Developed ETF New 0.03% +0.03
EUSB Ishr ESG Advn Universal BD-$ Add +11.0% 0.17% +0.02
IDU iShares US Utilities ETF Add +1.0% 0.22% +0.02
JAAA Janus Henderson Aaa Clo ETF Add +12.7% 0.09% +0.01
RTX RTX Corp. Add +0.1% 0.07% +0.01
ICVT iShares Convertible Bond ETF Add +10.3% 0.07% +0.01
XLE SS Energy Select Sector Add +6.8% 0.04% +0.01
IWD iShares Russell 1000 Value E Add +0.1% 0.15% +0.01
COST Costco Wholesale Corp. Add +0.2% 0.06% +0.00
RSP Invesco S&P 500 Equal Weight Add +0.3% 0.23% +0.00
MMTM SS SPDR S&P 1500 Mom Tilt Add +7.4% 0.13% +0.00
DFUS Dimensional US Eq MKT ETF Add +0.2% 0.05% −0.00
VTI VG Morningstar TS MKT ETF-US Add +2.8% 0.24% −0.00
SYLD Cambria Shareholder Yield Et Add +0.6% 0.05% −0.00
IWB iShares Russell 1000 ETF Add +0.2% 0.22% −0.01
SPMD SS SPDR P S&P 400 Midcap ETF Add +1.6% 0.46% −0.01
USXF iShares ESG Advance MSCI USA Add +1.3% 0.46% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 162$827.9MIVV, IUSB, DYNF, IVW, IVE
Q1 2026 153$742.3MIVV, IUSB, DYNF, IVW, IVE
Q4 2025 160$786.8MIVV, DYNF, IUSB, IVE, IVW
Q3 2025 159$778.1MIVV, DYNF, IUSB, QUAL, IVW
Q2 2025 154$745.9MIUSB, QUAL, IVV, DYNF, IVW
Q1 2025 149$699.0MIVV, IUSB, QUAL, DYNF, IVW
Q4 2024 145$711.8MIVV, IUSB, QUAL, DYNF, IVW
Q3 2024 143$702.1MIVV, IUSB, QUAL, DYNF, IVW
Q2 2024 117$618.8MIVV, IUSB, QUAL, DYNF, IVW
Q1 2024 122$610.8MIVV, IUSB, QUAL, ESGU, EFV