Sharkey, Howes & Javer

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Sharkey, Howes & Javer reported 153 stock positions worth $742.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.6% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 6.1%) and Ishrs US E F R A ETF-Usd (DYNF, 5.9%). Compared with Q4 2025, it opened 9 new positions, sold out of 16, added to 33 and reduced 93. The biggest buy was iShares US Treasury Bond ETF (GOVT, shares +613%) and the biggest sale iShares S&P 100 ETF (OEF, shares −89%).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001642246
Portfolio Value
$742.3M (Q1 2026)
SEC Filing
0001642246-26-000003 ↗ filed Apr 8, 2026

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 Q1 2025 Q2 2025: $745.9M Q2 2025 Q3 2025: $778.1M Q3 2025 Q4 2025: $786.8M Q4 2025 Q1 2026: $742.3M $742.3M Q1 2026 Q2 2026: $827.9M Q2 2026

Holdings 153 stocks · $742.3M
IVV iShares Core S&P 500 ETF 9.56% 108,652 $71.0M Add +20.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 6.12% 983,682 $45.4M Reduce -3.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 5.88% 749,767 $43.6M Reduce -16.5%
IVW iShares S&P 500 Growth ETF 5.65% 370,845 $41.9M Add +5.2%
IVE iShares S&P 500 Value ETF 5.34% 187,653 $39.6M Reduce -8.5%
QUAL iShares MSCI USA Quality Fac 4.92% 190,271 $36.5M Reduce -2.9%
IEMG iShares Core MSCI Emerging 3.42% 364,172 $25.4M Reduce -17.3%
EFV iShares MSCI Eafe Value ETF 3.39% 338,521 $25.2M Reduce -18.9%
GOVT iShares US Treasury Bond ETF 3.15% 1,019,615 $23.4M Add +613.0%
BAI Ishrs AI in and Tech Act ETF 2.63% 593,338 $19.6M Add +4.0%
MBB iShares MBS ETF 2.61% 204,183 $19.4M Add +3.9%
THRO iShares U.S. Thematic Rotati 2.53% 517,628 $18.7M Add +4.0%
MTUM iShares MSCI USA Momentum Fa 2.13% 65,955 $15.8M Add +5.6%
EFG iShares MSCI Eafe Growth ETF 2.02% 134,829 $15.0M Add +257.4%
BINC iShares Flex I A ETF-Usd Inc. 1.99% 284,641 $14.8M Reduce -16.1%
IAGG iShares Intl Aggregate Bond 1.97% 291,951 $14.6M Add +33.3%
ESGU iShares ESG Aware MSCI USA 1.94% 101,743 $14.4M Reduce -5.4%
TLH iShares 10-20 Year Treasury 1.91% 141,128 $14.2M Reduce -3.7%
BLCR iShares LRG CP CR Act ETF-Ui 1.57% 284,414 $11.7M New
TLT iShares 20+ Year Treasury BD 1.50% 128,247 $11.1M Reduce -45.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.46% 16,675 $10.8M Reduce -30.8%
IDEF Ishars Def Ind TC Ac ETF-Ui 1.37% 311,318 $10.2M New
CORO Ish Intl CTRY Rot Act ETF 1.13% 260,697 $8.4M New
IAU iShares Gold Trust 1.07% 89,704 $7.9M Reduce -49.3%
SCHB Schwab US Broad Market ETF 1.01% 298,804 $7.5M Add +0.2%
SHLD Global X Defense Tech ETF 0.98% 103,102 $7.3M Add +10.4%
SPYV SS SPDR P S&P 500 Value ETF 0.91% 118,768 $6.7M Reduce -2.8%
TOTL SS Doubleline TR Tact ETF 0.82% 153,949 $6.1M Reduce -32.9%
QUS SS SPDR MSCI U Stratfact ETF 0.68% 29,424 $5.1M Reduce -23.6%
XLSR SS US Sector Rotation 0.57% 73,749 $4.3M Reduce -24.1%
SUSC iShares ESG Aware Usd Corpor 0.57% 181,359 $4.2M Add +2.1%
VOO Vanguard S&P 500 ETF 0.56% 7,015 $4.2M Reduce -1.9%
LCTU iShares U.S. Carbon Transiti 0.54% 56,947 $4.0M Reduce -9.8%
EAGG iShares ESG Aware US Aggrega 0.51% 79,259 $3.8M Add +12.8%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.49% 9,923 $3.6M Reduce -7.0%
SCHX Schwab US Large-Cap ETF 0.48% 137,747 $3.5M Reduce -3.3%
OEF iShares S&P 100 ETF 0.45% 10,537 $3.4M Reduce -88.9%
MUB iShares National Muni Bond E 0.43% 30,079 $3.2M Add +5.2%
ACWX iShares MSCI Acwi Ex US ETF 0.42% 45,767 $3.1M New
IWF iShares Russell 1000 Growth 0.39% 6,738 $2.9M Reduce -8.7%
SPMO Invesco S&P 500 Momentum ETF 0.38% 25,294 $2.8M Add +13.7%
IXUS iShares Core Intl Stock ETF 0.38% 32,449 $2.8M Add +1.9%
DSI iShares ESG MSCI KLD 400 ETF 0.36% 22,291 $2.7M Reduce -10.2%
SPEM State Street SP PTF Em ETF 0.36% 56,784 $2.7M Reduce -24.9%
AVEM Avantis Emerging Markets Eq 0.36% 32,924 $2.7M Reduce -33.8%
CERY SS SPDR BBG En RY CM St N-Ui 0.36% 74,792 $2.6M Add +10.6%
TCAF T Rowe PRC Cap Appreciation 0.35% 73,263 $2.6M No change
HYBL SS Blackstone High Inc. ETF 0.35% 92,402 $2.6M Reduce -29.1%
SYSB iShares Systematic Bond ETF 0.34% 28,302 $2.5M Reduce -8.9%
SPDW Ste STR SPDR PT DW Eu ETF 0.34% 55,145 $2.5M Reduce -9.2%
JIRE JPMorgan Int Res Enh Eqty 0.32% 31,394 $2.4M Add +7.8%
SPSM SS SPDR P S&P 600 Small Cap 0.30% 46,596 $2.3M Reduce -54.0%
LECO Lincoln Electric Holdings 0.30% 8,914 $2.2M No change
USXF iShares ESG Advance MSCI USA 0.29% 38,685 $2.1M Reduce -0.6%
IBIT iShares Bitcoin Trust ETF 0.28% 54,287 $2.1M Add +69.1%
IXN iShares Global Tech ETF 0.28% 20,810 $2.1M Reduce -6.3%
SPMD SS SPDR P S&P 400 Midcap ETF 0.28% 35,036 $2.1M Reduce -25.4%
XLK SS Technology Select Sector 0.27% 14,831 $2.0M Reduce -2.8%
VTI VG Morningstar TS MKT ETF-US 0.26% 6,092 $2.0M Reduce -8.8%
ACWI iShares MSCI Acwi ETF 0.25% 13,151 $1.8M Reduce -23.1%
ESGE iShares Inc. iShares ESG Awar 0.23% 37,325 $1.7M Reduce -8.2%
IWB iShares Russell 1000 ETF 0.23% 4,727 $1.7M Reduce -8.2%
MSFT Microsoft Corp. 0.22% 4,413 $1.6M Reduce -12.7%
ADI Analog Devices Inc. 0.21% 4,922 $1.6M No change
GLD SPDR Gold Shares 0.21% 3,600 $1.5M Reduce -39.2%
FENI Fidelity Enhanced Intl ETF 0.20% 40,159 $1.5M Add +6.0%
BRK.B Berkshire Hathaway Inc. Class B 0.20% 3,078 $1.5M Reduce -18.2%
SPLB SS SPDR P Long Term C ETF 0.20% 65,445 $1.5M New
IYW iShares Ustechnology ETF 0.19% 7,957 $1.4M Reduce -8.2%
EMHC SS SPDR BB Em Usd Bond ETF 0.19% 55,582 $1.4M Reduce -23.1%
SCHM Schwab US Mid Cap ETF 0.18% 42,518 $1.3M Reduce -2.9%
QQQM Invesco Nasdaq 100 ETF 0.17% 5,384 $1.3M Reduce -6.7%
PWR Quanta Services Inc. 0.17% 2,287 $1.3M Reduce -15.5%
EVUS iShares ESG Aw MSCI US Value 0.17% 38,585 $1.2M Reduce -10.2%
AAPL Apple Inc. 0.17% 4,833 $1.2M Reduce -12.6%
RSP Invesco S&P 500 Equal Weight 0.16% 6,096 $1.2M Reduce -6.0%
SLV iShares Silver Trust 0.15% 16,413 $1.1M Reduce -32.4%
IWD iShares Russell 1000 Value E 0.15% 5,190 $1.1M Add +0.1%
DMXF iShares ESG Advanc MSCI Eafe 0.15% 14,610 $1.1M New
SPYM Ste STR SPDR PT S&P 500 ETF 0.14% 13,782 $1.1M Add +36.4%
BBAG JPMorgan Betabuilders US Agg 0.14% 22,752 $1.1M Reduce -40.9%
EUSA iShares MSCI USA Equal Weigh 0.14% 9,974 $1.0M No change
IJR iShares Core S&P Small-Cap E 0.13% 8,056 $1.0M No change
TIPX SS SPDR BB 1-10YR Tips ETF 0.13% 50,748 $974K Reduce -23.5%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.13% 36,899 $970K Add +35.6%
VT Vanguard Tot World STK ETF 0.12% 6,402 $886K Reduce -25.4%
IJH iShares Core S&P Midcap ETF 0.12% 13,092 $884K Reduce -6.3%
PAVE Global X US Infrastructure 0.11% 16,462 $836K Reduce -10.5%
SCHZ Schwab US Aggregate Bond ETF 0.11% 35,634 $827K Add +8.5%
GCOW Pacer Global Cash Cows Divid 0.11% 17,801 $823K Reduce -4.3%
IDU iShares US Utilities ETF 0.11% 6,849 $795K Reduce -17.8%
EUSB Ishr ESG Advn Universal BD-$ 0.10% 17,873 $777K Add +4.0%
ESGD iShares Trust iShares ESG Aw 0.10% 7,913 $757K Reduce -1.0%
XOM Exxon Mobil Corp. 0.10% 4,457 $756K Add +16.6%
QQQ Invesco QQQ Trust Series 1 0.10% 1,223 $706K Reduce -3.5%
EBND State Street SPDR Bloomberg 0.09% 34,035 $702K Reduce -22.8%
APH Amphenol Corp. Class A 0.09% 5,550 $701K No change
MEAR Ishrs Short Mat Muni Act ETF 0.09% 13,516 $680K Add +0.3%
XTEN Bondbloxx BBG 10Y US TSY ETF 0.09% 14,567 $668K Add +9.0%
IWP iShares Russell Mid-Cap Grow 0.09% 5,103 $654K No change
LCTD iShares World Ex U.S. Carbon 0.09% 11,790 $652K Reduce -2.2%
SCHD Schwab US DVD Equity ETF 0.09% 20,714 $636K Add +4.9%
EMB iShares JP Morgan Usd Emergi 0.08% 6,400 $601K Reduce -91.0%
ITOT iShares Core S&P Total U.S. 0.08% 4,148 $591K Reduce -10.9%
AGG iShares Core U.S. Aggregate 0.08% 5,829 $579K Reduce -31.4%
LMUB iShares LT National Muni BD 0.08% 11,443 $571K New
GOOGL Alphabet Inc. Class A 0.08% 1,973 $567K Reduce -8.5%
SPYG SS SPDR P S&P 500 Growth ETF 0.07% 5,661 $554K Reduce -19.2%
RTX RTX Corp. 0.07% 2,857 $551K Reduce -20.0%
ICVT iShares Convertible Bond ETF 0.07% 5,197 $529K Reduce -37.8%
SPMB SS SPDR P Mort Back Bond ETF 0.07% 22,524 $504K Reduce -27.0%
IQDG Wisdomtree Intl QLTY DVD GRW 0.06% 11,981 $481K Reduce -15.4%
VWO Vanguard Ftse Emerging Marke 0.06% 8,760 $473K Reduce -31.3%
COST Costco Wholesale Corp. 0.06% 468 $467K No change
SCHG Schwab US Large-Cap Growth 0.06% 15,792 $460K No change
EFA iShares MSCI Eafe ETF 0.06% 4,677 $454K Reduce -4.3%
SPAB SS SPDR P Agg Bond ETF 0.06% 17,669 $453K Reduce -40.3%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F 0.06% 7,271 $452K Reduce -27.2%
DELL Dell Technologies -C 0.06% 2,751 $452K No change
XLF SS Financial Select Sector 0.06% 9,046 $447K Add +0.0%
DFUS Dimensional US Eq MKT ETF 0.06% 5,864 $416K Add +0.2%
HD Home Depot Inc. 0.05% 1,213 $399K Reduce -30.6%
XLI SS Industrial Select Sector 0.05% 2,450 $396K No change
IWM iShares Russell 2000 ETF 0.05% 1,588 $394K Reduce -8.5%
JPM JPMorgan Chase & Co. 0.05% 1,249 $367K Reduce -30.0%
GOOG Alphabet Inc. Class C 0.05% 1,245 $357K Reduce -13.0%
CVX Chevron Corp. 0.05% 1,674 $346K Add +26.0%
XLV SS Health Care Select Sector 0.04% 2,278 $334K Reduce -8.3%
XLY SS Consumer Disc Select Sect 0.04% 3,004 $327K Reduce -7.8%
JQUA JPMorgan US Quality Factor 0.04% 5,170 $317K No change
AXP American Express Co. 0.04% 1,047 $317K Reduce -20.7%
EDV Vanguard Extended Dur Treas 0.04% 4,764 $309K Reduce -32.2%
IFRA iShares US Infrastructure 0.04% 5,231 $299K Reduce -0.4%
AVGO Broadcom Inc. 0.04% 960 $297K No change
JNJ Johnson & Johnson 0.04% 1,162 $284K Reduce -0.8%
QDIV Global X S&P 500 QLTY Div 0.04% 7,355 $270K No change
CSCO Cisco Systems Inc. 0.04% 3,444 $267K Reduce -8.1%
TMO Thermo Fisher Scientific Inc. 0.03% 526 $259K Reduce -6.6%
IEFA iShares Core MSCI Eafe ETF 0.03% 2,810 $254K Reduce -45.8%
CGMS Cap Group US Multi-Sect Bond 0.03% 9,092 $248K Reduce -34.7%
FGDL Franklin Resp Sourced Gold 0.03% 3,910 $243K Reduce -65.2%
XLP SS Consumer Staples Sel Sect 0.03% 2,931 $240K No change
CME Cme Group Inc. 0.03% 788 $233K Reduce -3.8%
CWI State Street SPDR MSCI Acwi 0.03% 6,324 $231K Reduce -33.2%
PG The Procter & Gamble Co. 0.03% 1,584 $229K Add +2.1%
AMZN Amazon.com Inc. 0.03% 1,098 $229K No change
VEA Vanguard Ftse Developed ETF 0.03% 3,480 $223K Reduce -4.7%
VLUE iShares MSCI USA Value Facto 0.03% 1,562 $222K New
MCO Moody's Corp. 0.03% 502 $219K Reduce -5.8%
SCHY Schwab International DVD ETF 0.03% 6,725 $213K No change
HEFA Isha Curr Hedged MSCI Eafe 0.03% 4,862 $207K Reduce -10.3%
ELV Elevance Health Inc. 0.03% 694 $203K New
RC Ready Capital Corp. 0.00% 16,218 $26K No change

Portfolio Sells Q4 2025 → Q1 2026
OEF iShares S&P 100 ETF Reduce -88.9% 0.45% −3.68
TLT iShares 20+ Year Treasury BD Reduce -45.4% 1.50% −1.10
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -16.5% 5.88% −1.06
EMB iShares JP Morgan Usd Emergi Reduce -91.0% 0.08% −0.79
ITA iShares U.S. Aerospace & Def Sold out 0.00% −0.77
IAU iShares Gold Trust Reduce -49.3% 1.07% −0.76
SPY SS SPDR S&P 500 ETF Trust-US Reduce -30.8% 1.46% −0.63
EFV iShares MSCI Eafe Value ETF Reduce -18.9% 3.39% −0.40
TOTL SS Doubleline TR Tact ETF Reduce -32.9% 0.82% −0.35
IEMG iShares Core MSCI Emerging Reduce -17.3% 3.42% −0.34
SPSM SS SPDR P S&P 600 Small Cap Reduce -54.0% 0.30% −0.30
BINC iShares Flex I A ETF-Usd Inc. Reduce -16.1% 1.99% −0.29
XLSR SS US Sector Rotation Reduce -24.1% 0.57% −0.20
IVE iShares S&P 500 Value ETF Reduce -8.5% 5.34% −0.19
QUS SS SPDR MSCI U Stratfact ETF Reduce -23.6% 0.68% −0.17
AVEM Avantis Emerging Markets Eq Reduce -33.8% 0.36% −0.13
HYBL SS Blackstone High Inc. ETF Reduce -29.1% 0.35% −0.12
SIVR Abrdn Physical Silver Shares Sold out 0.00% −0.11
ESGU iShares ESG Aware MSCI USA Reduce -5.4% 1.94% −0.10
SPEM State Street SP PTF Em ETF Reduce -24.9% 0.36% −0.09
MSFT Microsoft Corp. Reduce -12.7% 0.22% −0.09
GLD SPDR Gold Shares Reduce -39.2% 0.21% −0.09
XLG Invesco S&P 500 Top 50 ETF Sold out 0.00% −0.09
BBAG JPMorgan Betabuilders US Agg Reduce -40.9% 0.14% −0.09
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -7.0% 0.49% −0.07
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -25.4% 0.28% −0.07
IGEB iShares Investment Grade SYS Sold out 0.00% −0.06
ACWI iShares MSCI Acwi ETF Reduce -23.1% 0.25% −0.06
IWF iShares Russell 1000 Growth Reduce -8.7% 0.39% −0.06
LCTU iShares U.S. Carbon Transiti Reduce -9.8% 0.54% −0.06
FGDL Franklin Resp Sourced Gold Reduce -65.2% 0.03% −0.05
EMHC SS SPDR BB Em Usd Bond ETF Reduce -23.1% 0.19% −0.05
SLV iShares Silver Trust Reduce -32.4% 0.15% −0.05
DSI iShares ESG MSCI KLD 400 ETF Reduce -10.2% 0.36% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -18.2% 0.20% −0.04
NVDA Nvidia Corp. Sold out 0.00% −0.04
MMTM SS SPDR S&P 1500 Mom Tilt Sold out 0.00% −0.04
SPAB SS SPDR P Agg Bond ETF Reduce -40.3% 0.06% −0.04
BOTZ Global X Robotics & Artifici Sold out 0.00% −0.03
VT Vanguard Tot World STK ETF Reduce -25.4% 0.12% −0.03
GLDM SPDR Gold Minishares Trust Sold out 0.00% −0.03
ICVT iShares Convertible Bond ETF Reduce -37.8% 0.07% −0.03
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.03
AGG iShares Core U.S. Aggregate Reduce -31.4% 0.08% −0.03
IWR iShares Russell Mid-Cap ETF Sold out 0.00% −0.03
TIPX SS SPDR BB 1-10YR Tips ETF Reduce -23.5% 0.13% −0.03
EMXC iShares MSCI Emr MRK Ex Chna Sold out 0.00% −0.03
QUAL iShares MSCI USA Quality Fac Reduce -2.9% 4.92% −0.03
ADP Automatic Data Processing Sold out 0.00% −0.03
ADBE Adobe Inc. Sold out 0.00% −0.03

Portfolio Buys Q4 2025 → Q1 2026
GOVT iShares US Treasury Bond ETF Add +613.0% 3.15% +2.73
IVV iShares Core S&P 500 ETF Add +20.6% 9.56% +1.72
BLCR iShares LRG CP CR Act ETF-Ui New 1.57% +1.57
EFG iShares MSCI Eafe Growth ETF Add +257.4% 2.02% +1.48
IDEF Ishars Def Ind TC Ac ETF-Ui New 1.37% +1.37
CORO Ish Intl CTRY Rot Act ETF New 1.13% +1.13
IAGG iShares Intl Aggregate Bond Add +33.3% 1.97% +0.58
ACWX iShares MSCI Acwi Ex US ETF New 0.42% +0.42
MBB iShares MBS ETF Add +3.9% 2.61% +0.23
BAI Ishrs AI in and Tech Act ETF Add +4.0% 2.63% +0.22
SHLD Global X Defense Tech ETF Add +10.4% 0.98% +0.22
SPLB SS SPDR P Long Term C ETF New 0.20% +0.20
DMXF iShares ESG Advanc MSCI Eafe New 0.15% +0.15
MTUM iShares MSCI USA Momentum Fa Add +5.6% 2.13% +0.14
IVW iShares S&P 500 Growth ETF Add +5.2% 5.65% +0.13
CERY SS SPDR BBG En RY CM St N-Ui Add +10.6% 0.36% +0.11
THRO iShares U.S. Thematic Rotati Add +4.0% 2.53% +0.09
EAGG iShares ESG Aware US Aggrega Add +12.8% 0.51% +0.08
IBIT iShares Bitcoin Trust ETF Add +69.1% 0.28% +0.08
LMUB iShares LT National Muni BD New 0.08% +0.08
SPMO Invesco S&P 500 Momentum ETF Add +13.7% 0.38% +0.04
XOM Exxon Mobil Corp. Add +16.6% 0.10% +0.04
JIRE JPMorgan Int Res Enh Eqty Add +7.8% 0.32% +0.04
MUB iShares National Muni Bond E Add +5.2% 0.43% +0.04
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +35.6% 0.13% +0.04
SPYM Ste STR SPDR PT S&P 500 ETF Add +36.4% 0.14% +0.04
SUSC iShares ESG Aware Usd Corpor Add +2.1% 0.57% +0.04
IXUS iShares Core Intl Stock ETF Add +1.9% 0.38% +0.04
VLUE iShares MSCI USA Value Facto New 0.03% +0.03
ELV Elevance Health Inc. New 0.03% +0.03
FENI Fidelity Enhanced Intl ETF Add +6.0% 0.20% +0.03
CVX Chevron Corp. Add +26.0% 0.05% +0.02
SCHD Schwab US DVD Equity ETF Add +4.9% 0.09% +0.02
SCHB Schwab US Broad Market ETF Add +0.2% 1.01% +0.02
SCHZ Schwab US Aggregate Bond ETF Add +8.5% 0.11% +0.01
XTEN Bondbloxx BBG 10Y US TSY ETF Add +9.0% 0.09% +0.01
IWD iShares Russell 1000 Value E Add +0.1% 0.15% +0.01
EUSB Ishr ESG Advn Universal BD-$ Add +4.0% 0.10% +0.01
MEAR Ishrs Short Mat Muni Act ETF Add +0.3% 0.09% +0.01
PG The Procter & Gamble Co. Add +2.1% 0.03% +0.00
DFUS Dimensional US Eq MKT ETF Add +0.2% 0.06% +0.00
XLF SS Financial Select Sector Add +0.0% 0.06% −0.00

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