Janney Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,241
Closed -$861K 254
2022
Q4
$861K Buy
2,241
+1,682
+301% +$646K 0.06% 129
2022
Q3
$200K Buy
+559
New +$200K 0.02% 205
2019
Q2
Sell
-1,748
Closed -$497K 205
2019
Q1
$497K Buy
+1,748
New +$497K 0.03% 133