IWA
IVC Wealth Advisors’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 | $6.95M | Buy |
137,003
+15,918
| +13% | +$808K | 3.39% | 6 |
|
|
2025
Q1 | $6.14M | Buy |
121,085
+15,560
| +15% | +$789K | 3.3% | 6 |
|
|
2024
Q4 | $5.35M | Buy |
105,525
+18,010
| +21% | +$913K | 2.99% | 6 |
|
|
2024
Q3 | $4.45M | Buy |
87,515
+18,462
| +27% | +$939K | 2.44% | 6 |
|
|
2024
Q2 | $3.51M | Buy |
69,053
+45,368
| +192% | +$2.31M | 1.96% | 8 |
|
|
2024
Q1 | $1.2M | Buy |
23,685
+19,486
| +464% | +$989K | 0.69% | 37 |
|
|
2023
Q4 | $211K | Buy |
+4,199
| New | +$211K | 0.13% | 147 |
|