IWM
IHT Wealth Management’s Janus Henderson AAA CLO ETF JAAA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18M | Sell |
355,308
-242,595
| -41% | -$12.3M | 0.5% | 38 |
|
2025
Q1 | $30.3M | Buy |
597,903
+480,978
| +411% | +$24.4M | 0.95% | 18 |
|
2024
Q4 | $5.93M | Buy |
116,925
+65,779
| +129% | +$3.34M | 0.19% | 110 |
|
2024
Q3 | $2.6M | Sell |
51,146
-180,610
| -78% | -$9.19M | 0.07% | 260 |
|
2024
Q2 | $11.8M | Buy |
231,756
+97,595
| +73% | +$4.97M | 0.44% | 39 |
|
2024
Q1 | $6.81M | Buy |
134,161
+101,544
| +311% | +$5.15M | 0.27% | 74 |
|
2023
Q4 | $1.64M | Buy |
32,617
+3,430
| +12% | +$173K | 0.07% | 261 |
|
2023
Q3 | $1.47M | Buy |
29,187
+8,454
| +41% | +$425K | 0.07% | 258 |
|
2023
Q2 | $1.03M | Buy |
+20,733
| New | +$1.03M | 0.05% | 335 |
|