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IAG Wealth Partners’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

IAG Wealth Partners’s Portfolio BBSC Stock Details BBSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.3M Buy
68,553
+1,097
+2% +$92.7K 0.62% 39
2026
Q1 		$5.06M Buy
67,456
+2,978
+5% +$231K 0.57% 39
2025
Q4 		$4.79M Sell
64,478
-2,734
-4% -$205K 0.55% 37
2025
Q3 		$4.98M Buy
67,212
+367
+0.5% +$25.9K 0.6% 36
2025
Q2 		$4.41M Buy
66,845
+35,328
+112% +$2.16M 0.58% 36
2025
Q1 		$1.91M Buy
31,517
+2,497
+9% +$166K 0.3% 48
2024
Q4 		$1.98M Sell
29,020
-2,170
-7% -$152K 0.35% 45
2024
Q3 		$2.1M Sell
31,190
-309
-1% -$20K 0.39% 42
2024
Q2 		$1.92M Buy
31,499
+942
+3% +$57.2K 0.39% 37
2024
Q1 		$1.92M Sell
30,557
-2,749
-8% -$166K 0.41% 36
2023
Q4 		$2.05M Buy
33,306
+23,306
+233% +$1.26M 0.47% 35
2023
Q3 		$534K Buy
10,000
+126
+1% +$7.2K 0.15% 50
2023
Q2 		$561K Buy
9,874
+8,751
+779% +$474K 0.15% 52
2023
Q1 		$61K Buy
+1,123
New +$62.5K 0.02% 129

Other funds holding BBSC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MWMDPGFG
MLG Wealth Management DBA Pine Grove Financial Group Woodbury, Minnesota $990M AUM

IAG Wealth Partners's BBSC Position: Q2 2026 in Review

IAG Wealth Partners increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 1.6% in Q2 2026, buying an estimated $92.7K and bringing the position to 68,553 shares worth $6.3M. The position accounts for 0.62% of the portfolio, ranked #39.

IAG Wealth Partners first reported a position in BBSC in Q1 2023 and has held it in 14 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

  • IAG Wealth Partners held 68,553 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $6.3M as of Q2 2026.
  • IAG Wealth Partners bought 1,097 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $92.7K.
  • JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.62% of IAG Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • IAG Wealth Partners first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.