IAG Wealth Partners’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Buy |
9,101
+4,661
| +105% | +$454K | 0.12% | 68 |
|
|
2025
Q1 | $400K | Sell |
4,440
-576
| -11% | -$51.9K | 0.06% | 79 |
|
|
2024
Q4 | $483K | Sell |
5,016
-108
| -2% | -$10.4K | 0.09% | 72 |
|
|
2024
Q3 | $484K | Buy |
5,124
+7
| +0.1% | +$661 | 0.09% | 67 |
|
|
2024
Q2 | $450K | Sell |
5,117
-118
| -2% | -$10.4K | 0.09% | 67 |
|
|
2024
Q1 | $484K | Sell |
5,235
-308
| -6% | -$28.5K | 0.1% | 61 |
|
|
2023
Q4 | $470K | Buy |
5,543
+4,486
| +424% | +$380K | 0.11% | 59 |
|
|
2023
Q3 | $79.6K | Sell |
1,057
-40
| -4% | -$3.01K | 0.02% | 116 |
|
|
2023
Q2 | $87K | Buy |
1,097
+1,014
| +1,222% | +$80.4K | 0.02% | 123 |
|
|
2023
Q1 | $6.26K | Buy |
+83
| New | +$6.26K | ﹤0.01% | 367 |
|