Betterment LLC
IJH icon

Betterment LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Betterment LLC’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.86M Buy
72,022
+15,034
+26% +$1.04M 0.01% 177
2025
Q4 		$3.76M Buy
56,988
+4,102
+8% +$269K 0.01% 179
2025
Q3 		$3.45M Buy
52,886
+4,555
+9% +$293K 0.01% 181
2025
Q2 		$3M Buy
48,331
+1,719
+4% +$101K 0.01% 187
2025
Q1 		$2.72M Buy
46,612
+1,294
+3% +$80.4K 0.01% 184
2024
Q4 		$2.82M Buy
45,318
+5,340
+13% +$342K 0.01% 175
2024
Q3 		$2.49M Buy
39,978
+1,443
+4% +$87K 0.01% 166
2024
Q2 		$2.25M Buy
38,535
+4,201
+12% +$247K 0.01% 162
2024
Q1 		$2.08M Sell
34,334
-1,036
-3% -$58.7K 0.01% 145
2023
Q4 		$1.96M Buy
35,370
+6,375
+22% +$323K 0.01% 132
2023
Q3 		$1.45M Buy
28,995
+5,960
+26% +$312K ﹤0.01% 135
2023
Q2 		$1.21M Buy
23,035
+4,490
+24% +$223K ﹤0.01% 142
2023
Q1 		$928K Sell
18,545
-1,685
-8% -$85.8K ﹤0.01% 155
2022
Q4 		$979K Buy
20,230
+2,595
+15% +$125K ﹤0.01% 151
2022
Q3 		$798K Hold
17,635
– – ﹤0.01% 160
2022
Q2 		$798K Buy
17,635
+5,345
+43% +$264K ﹤0.01% 160
2022
Q1 		$660K Buy
12,290
+6,645
+118% +$354K ﹤0.01% 160
2021
Q4 		$320K Buy
+5,645
New +$314K ﹤0.01% 180
2021
Q3 		– Sell
-4,100
Closed -$220K – 186
2021
Q2 		$220K Buy
+4,100
New +$221K ﹤0.01% 160

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC's IJH Position: Q1 2026 in Review

Betterment LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q1 2026, buying an estimated $1.04M and bringing the position to 72,022 shares worth $4.86M. The position accounts for 0.01% of the portfolio, ranked #177.

Betterment LLC first reported a position in IJH in Q2 2021 and has held it in 19 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Betterment LLC held 72,022 shares of iShares Core S&P Mid-Cap ETF worth $4.86M as of Q1 2026.
  • Betterment LLC bought 15,034 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.04M.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #177 holding.
  • Betterment LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.