IAG Wealth Partners’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
31,114
-1,060
| -3% | -$82.3K | 0.32% | 51 |
|
|
2025
Q1 | $2.25M | Sell |
32,174
-4,500
| -12% | -$315K | 0.35% | 46 |
|
|
2024
Q4 | $2.75M | Sell |
36,674
-946
| -3% | -$71K | 0.49% | 38 |
|
|
2024
Q3 | $2.73M | Sell |
37,620
-278
| -0.7% | -$20.2K | 0.5% | 35 |
|
|
2024
Q2 | $2.52M | Sell |
37,898
-1,287
| -3% | -$85.6K | 0.51% | 35 |
|
|
2024
Q1 | $2.74M | Sell |
39,185
-1,036
| -3% | -$72.4K | 0.59% | 33 |
|
|
2023
Q4 | $2.64M | Buy |
40,221
+7,129
| +22% | +$469K | 0.6% | 33 |
|
|
2023
Q3 | $1.93M | Sell |
33,092
-1,739
| -5% | -$102K | 0.54% | 30 |
|
|
2023
Q2 | $2.17M | Sell |
34,831
-2,691
| -7% | -$167K | 0.57% | 30 |
|
|
2023
Q1 | $2.11M | Sell |
37,522
-3,400
| -8% | -$191K | 0.58% | 31 |
|
|
2022
Q4 | $2.13M | Sell |
40,922
-7,910
| -16% | -$412K | 0.63% | 30 |
|
|
2022
Q3 | $2.39M | Sell |
48,832
-1,980
| -4% | -$96.9K | 0.79% | 25 |
|
|
2022
Q2 | $2.59M | Sell |
50,812
-4,715
| -8% | -$240K | 0.85% | 24 |
|
|
2022
Q1 | $3.39M | Sell |
55,527
-16,002
| -22% | -$976K | 1.07% | 18 |
|
|
2021
Q4 | $4.85M | Sell |
71,529
-14,159
| -17% | -$960K | 1.55% | 15 |
|
|
2021
Q3 | $5.56M | Buy |
85,688
+4,873
| +6% | +$316K | 1.98% | 12 |
|
|
2021
Q2 | $5.46M | Buy |
80,815
+4,637
| +6% | +$313K | 1.96% | 12 |
|
|
2021
Q1 | $5.11M | Buy |
76,178
+4,912
| +7% | +$330K | 1.95% | 14 |
|
|
2020
Q4 | $4.47M | Buy |
71,266
+3,331
| +5% | +$209K | 1.83% | 14 |
|
|
2020
Q3 | $3.51M | Buy |
67,935
+4,137
| +6% | +$214K | 1.62% | 14 |
|
|
2020
Q2 | $3.04M | Buy |
63,798
+9,714
| +18% | +$463K | 1.47% | 14 |
|
|
2020
Q1 | $1.93M | Buy |
54,084
+10,056
| +23% | +$359K | 1.29% | 17 |
|
|
2019
Q4 | $2.12M | Buy |
+44,028
| New | +$2.12M | 1.38% | 13 |
|