Sharkey, Howes & Javer Adds iShares Large Cap Core Active ETF Shares

By Lawrence Rothman, CFA – Apr 14, 2026 at 8:47AM ESTKey PointsThe firm bought 284,414 shares.The position had an $11.7 million value at quarter end.This new holding represents 1.6% of 13F reportable AUM.According to a filing with the Securities and Exchange Commission dated April 8, Sharkey, Howes & Javer reported a new stake of 284,414 shares in iShares Large Cap Core Active ETF (BLCR +0.40%).What else to knowThis is a new position, now accounting for 1.6% of Sharkey, Howes & Javer’s 13F reportable assets under management as of March 31.Top five holdings after the filing:NYSEMKT: IVV: $71.0 million (9.6% of AUM)NASDAQ: IUSB: $45.4 million (6.1% of AUM)NYSEMKT: DYNF: $43.6 million (5.9% of AUM)NYSEMKT: IVW: $41.9 million (5.7% of AUM)NYSEMKT: IVE: $39.6 million (5.3% of AUM)ETF overviewMetricValuePrice (as of market close April 7)$42.401-year total return53.3%ETF snapshotThe iShares Large Cap Core Active ETF provides investors with actively managed exposure to large-cap U.S. equities, leveraging both fundamental and quantitative research to inform portfolio construction. The fund aims to deliver enhanced risk-adjusted returns relative to passive benchmarks.The fund's active management approach offers flexibility to adjust sector and security allocations in response to changing market conditions.Seeks to maximize total return by actively investing in large-cap U.S. equities using fundamental and quantitative analysis.Portfolio primarily consists of diversified large-capitalization stocks, with holdings selected based on a combination of financial metrics and market signals.Structured as an exchange-traded fund targeting institutional and retail investors seeking core U.S. equity exposure.What this transaction means for investorsSharkey, Howes & Javer made a fairly aggressive purchase during the first quarter. It quickly ramped up its position, valued at $11.7 million at quarter-end. That represented 1.6% of the reported $742.3 million in AUM.Although the iShares Large Cap Core Active ETF has an impressive recent record (53.1% one-year return through April 13 versus 30% for the S&P 500 index), it’s important for investors to note that the fund launched in October 2023. That’s less than three years ago. Hence, it hasn’t built a long-term track record. The fund uses a mix of fundamental analysis and quantitative measures designed to produce outsized total returns. It only has 35 holdings, though. The ETF does have a fairly low expense ratio, 0.38%, compared to other active funds. That’s important since expenses eat into investors’ returns.Read NextApr 7, 2026 •By Jake LerchWealth Manager Scoops Up 3.4 Million Shares of Exchange-Traded Fund, According to Recent SEC FilingApr 14, 2026 •By Robert IzquierdoIs ACI Worldwide Stock a Buy After Reinhart Partners Purchased 1.1 Million Shares?Apr 13, 2026 •By Pamela KockCommunity Trust Adds 122,541 Shares of CTBIApr 13, 2026 •By Pamela KockMarket Street Expands Its DFGX Holdings in $3.5 Million BuyApr 13, 2026 •By Pamela KockFinancial Advisory Corp Buys 252,776 Shares of IBTIAbout the AuthorLawrence Rothman, CFA, has been a contributing Motley Fool stock market analyst since 2019, covering consumer goods and retail stocks. Previously, Lawrence worked on Wall Street and at independent research firms before devoting his attention to finding successful long-term investments for individual investors.TMFLarryrothmanStocks MentionedBlackRock ETF Trust - iShares Large Cap Core Active ETFNASDAQ: BLCR$44.81(+0.40%)+$0.18*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.