IAG Wealth Partners’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

IAG Wealth Partners’s Portfolio BBRE Stock Details BBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.06K	Hold	32	–	–	﹤0.01%	454
2025 Q4	$2.96K	Hold	32	–	–	﹤0.01%	435
2025 Q3	$3.06K	Hold	32	–	–	﹤0.01%	451
2025 Q2	$2.95K	Hold	32	–	–	﹤0.01%	428
2025 Q1	$3.01K	Buy	+32	New	+$3.03K	﹤0.01%	437
2023 Q4	–	Sell	-13,363	Closed	-$1.04M	–	429
2023 Q3	$1.04M	Buy	13,363 +460	+4%	+$38.6K	0.29%	42
2023 Q2	$1.09M	Buy	12,903 +1,836	+17%	+$151K	0.29%	43
2023 Q1	$917K	Buy	11,067 +406	+4%	+$34.7K	0.25%	41
2022 Q4	$870K	Buy	10,661 +1,764	+20%	+$144K	0.26%	43
2022 Q3	$697K	Sell	8,897 -1,273	-13%	-$115K	0.23%	45
2022 Q2	$893K	Buy	+10,170	New	+$983K	0.29%	40

Other funds holding BBRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAG Wealth Partners's BBRE Position: Q1 2026 in Review

IAG Wealth Partners held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q1 2026 at 32 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

IAG Wealth Partners first reported a position in BBRE in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.09M in Q2 2023. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

IAG Wealth Partners held 32 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $3.06K as of Q1 2026.
IAG Wealth Partners left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #454 holding.
IAG Wealth Partners first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2022 and has held it in 11 quarters since.
IAG Wealth Partners's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $1.09M in Q2 2023.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.