Sharkey, Howes & Javer Q3 2023 vs. Q4 2023 13F Holdings Comparison

Investors are always on the lookout for the latest information about their favorite funds. Monitoring the changes in fund holdings can provide valuable insights into market trends and investment strategies. In this article, we will analyze the Q3 2023 vs. Q4 2023 13F holdings comparison for Sharkey, Howes & Javer.

During this period, Sharkey, Howes & Javer made several notable changes to their holdings. Let's dive deeper into the data and understand the implications of these changes.

One of the significant holdings that saw a significant increase in shares is ISHARES TR (IVV). In Q3 2023, Sharkey, Howes & Javer held 245,944 shares, which increased to 292,666 shares in Q4 2023, marking a 32.4% change. The value of their holdings also increased from $105,615,000 to $139,785,000.

Another interesting change is in ISHARES TR (IUSB). The number of shares decreased from 1,147,311 in Q3 2023 to 1,086,383 in Q4 2023, a slight decrease of 0.2%. The value of the holdings remained relatively stable at $50,154,000 and $50,049,000, respectively.

Moving on to ISHARES TR (QUAL), Sharkey, Howes & Javer increased their holdings significantly. The number of shares held in Q3 2023 was 255,847, which increased to 292,094 in Q4 2023, representing a 27.5% change. The value of these holdings also witnessed an increase, rising from $33,718,000 to $42,978,000.

There were a few holdings that experienced a decrease in shares and value. For example, ISHARES INC (IEMG) saw a slight decrease of 1% in the number of shares held by Sharkey, Howes & Javer. However, the decrease in value was even more minimal, with a change of only 1%.

Another holding that experienced a significant decrease is ISHARES TR (EFG). The number of shares held by Sharkey, Howes & Javer decreased from 195,338 in Q3 2023 to 135,610 in Q4 2023, reflecting a decrease of 22.1%. The value of these holdings also decreased from $16,857,000 to $13,133,000.

Overall, Sharkey, Howes & Javer made several strategic changes to their holdings during the Q3 2023 vs. Q4 2023 period. While some holdings saw an increase in shares and value, others experienced a decrease. These changes reflect the dynamic nature of the investment landscape and the need for investors to adjust their portfolios accordingly.

Investors should always consider these changes in holdings when making investment decisions. It is essential to stay informed about the latest trends and movements in the market. By monitoring 13F filings and analyzing the changes in holdings, investors can gain valuable insights into the investment strategies of fund managers like Sharkey, Howes & Javer.

Disclaimer: The information provided in this article is for informational purposes only. It is not intended to be investment advice. Readers should do their own research and consult with a professional advisor before making any investment decisions.

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