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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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