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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

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

IAG Wealth Partners increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 4.6% in Q1 2026, buying an estimated $231K and bringing the position to 67,456 shares worth $5.06M. The position accounts for 0.57% of the portfolio, ranked #39.

IAG Wealth Partners first reported a position in BBSC in Q1 2023 and has held it in 13 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q1 2026.

IAG Wealth Partners held 67,456 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $5.06M as of Q1 2026.
IAG Wealth Partners bought 2,978 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q1 2026, an estimated $231K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.57% of IAG Wealth Partners's portfolio in Q1 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 13 quarters since.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q1 2026.

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