JCA
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January Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$528K Hold
1,392
0.47% 24
2022
Q1
$528K Sell
1,392
-110
-7% -$41.7K 0.47% 24
2021
Q4
$716K Buy
+1,502
New +$716K 0.57% 27