IAG Wealth Partners’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
66,845
+35,328
| +112% | +$2.33M | 0.58% | 36 |
|
|
2025
Q1 | $1.91M | Buy |
31,517
+2,497
| +9% | +$151K | 0.3% | 48 |
|
|
2024
Q4 | $1.98M | Sell |
29,020
-2,170
| -7% | -$148K | 0.35% | 45 |
|
|
2024
Q3 | $2.1M | Sell |
31,190
-309
| -1% | -$20.8K | 0.39% | 42 |
|
|
2024
Q2 | $1.92M | Buy |
31,499
+942
| +3% | +$57.4K | 0.39% | 37 |
|
|
2024
Q1 | $1.92M | Sell |
30,557
-2,749
| -8% | -$173K | 0.41% | 36 |
|
|
2023
Q4 | $2.05M | Buy |
33,306
+23,306
| +233% | +$1.43M | 0.47% | 35 |
|
|
2023
Q3 | $534K | Buy |
10,000
+126
| +1% | +$6.73K | 0.15% | 50 |
|
|
2023
Q2 | $561K | Buy |
9,874
+8,751
| +779% | +$497K | 0.15% | 52 |
|
|
2023
Q1 | $61K | Buy |
+1,123
| New | +$61K | 0.02% | 129 |
|