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IAG Wealth Partners’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

IAG Wealth Partners’s Portfolio JSMD Stock Details JSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.6M Sell
25,726
-2,203
-8% -$202K 0.26% 54
2026
Q1 		$2.22M Sell
27,929
-164
-0.6% -$13.7K 0.25% 55
2025
Q4 		$2.29M Sell
28,093
-2,232
-7% -$185K 0.27% 54
2025
Q3 		$2.54M Sell
30,325
-789
-3% -$64.1K 0.3% 52
2025
Q2 		$2.42M Sell
31,114
-1,060
-3% -$76.4K 0.32% 51
2025
Q1 		$2.25M Sell
32,174
-4,500
-12% -$334K 0.35% 46
2024
Q4 		$2.75M Sell
36,674
-946
-3% -$72.3K 0.49% 38
2024
Q3 		$2.73M Sell
37,620
-278
-0.7% -$19.3K 0.5% 35
2024
Q2 		$2.52M Sell
37,898
-1,287
-3% -$86.4K 0.51% 35
2024
Q1 		$2.74M Sell
39,185
-1,036
-3% -$68.8K 0.59% 33
2023
Q4 		$2.64M Buy
40,221
+7,129
+22% +$424K 0.6% 33
2023
Q3 		$1.93M Sell
33,092
-1,739
-5% -$107K 0.54% 30
2023
Q2 		$2.17M Sell
34,831
-2,691
-7% -$155K 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% -$416K 0.63% 30
2022
Q3 		$2.39M Sell
48,832
-1,980
-4% -$108K 0.79% 25
2022
Q2 		$2.59M Sell
50,812
-4,715
-8% -$258K 0.85% 24
2022
Q1 		$3.38M Sell
55,527
-16,002
-22% -$972K 1.07% 18
2021
Q4 		$4.85M Sell
71,529
-14,159
-17% -$950K 1.55% 15
2021
Q3 		$5.56M Buy
85,688
+4,873
+6% +$328K 1.98% 12
2021
Q2 		$5.46M Buy
80,815
+4,637
+6% +$314K 1.96% 12
2021
Q1 		$5.11M Buy
76,178
+4,912
+7% +$327K 1.95% 14
2020
Q4 		$4.47M Buy
71,266
+3,331
+5% +$192K 1.83% 14
2020
Q3 		$3.51M Buy
67,935
+4,137
+6% +$211K 1.62% 14
2020
Q2 		$3.04M Buy
63,798
+9,714
+18% +$414K 1.47% 14
2020
Q1 		$1.93M Buy
54,084
+10,056
+23% +$449K 1.29% 17
2019
Q4 		$2.12M Buy
+44,028
New +$2.01M 1.38% 13

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

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

IAG Wealth Partners reduced its Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) stake by 7.9% in Q2 2026, selling an estimated $202K and leaving 25,726 shares worth $2.6M. The position accounts for 0.26% of the portfolio, ranked #54.

IAG Wealth Partners first reported a position in JSMD in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.56M in Q3 2021. 153 funds tracked by Wall St. Rank hold JSMD as of Q2 2026.

  • IAG Wealth Partners held 25,726 shares of Janus Henderson Small/Mid Cap Growth Alpha ETF worth $2.6M as of Q2 2026.
  • IAG Wealth Partners sold 2,203 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2026, an estimated $202K.
  • Janus Henderson Small/Mid Cap Growth Alpha ETF made up 0.26% of IAG Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • IAG Wealth Partners first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $5.56M in Q3 2021.
  • 153 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2026.

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