Sharkey, Howes & Javer Q2 2026 Portfolio Activity: Major Buys in GOVT, IVV and ETFs

For the period ending June 30, 2026, Sharkey, Howes & Javer continued to demonstrate active portfolio management. The investment firm's Q2 activity provides insights into their strategic approach as they navigate market conditions.

The most notable purchase during this quarter was a substantial increase in the holding of IShares TR (GOVT), which now accounts for 3.61% of the total portfolio value. This allocation represents an approximate 28.8% jump from previous periods, indicating strong confidence in short-term government bond ETFs.

Another significant addition was IShares TR (IUSB), whose position grew by about 21.95%. The firm also boosted its stake in the widely held IShares TR (IVV) by more than half (52.58%), adding considerable weight to this core US equity holding.

These purchases occurred alongside notable exits and reductions elsewhere. Sharkey, Howes & Javer completely exited positions in SPY, XLSR, IWF, SPLG, and ACWX during the quarter. They also significantly reduced holdings of QUAL (down 59.11%) and EFV (down 51.72%), suggesting a strategic shift away from certain technology sectors.

Furthermore, the firm divested positions in IAGG (-89.43%) and JAAA (-100% sold), indicating they are no longer part of their current investment thesis for this quarter. The increase in GOVT allocation suggests a tactical move towards fixed income protection or yield enhancement.

Overall, Sharkey, Howes & Javer's Q2 activity appears focused on strengthening exposure to core US equities (particularly IVV) while strategically allocating capital towards short-term government bonds (GOVT). Their decision to exit several ETFs and reduce technology holdings points towards a potentially cautious or value-oriented approach in the current environment.