Betterment LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
48,331
+1,719
| +4% | +$107K | 0.01% | 187 |
|
|
2025
Q1 | $2.72M | Buy |
46,612
+1,294
| +3% | +$75.5K | 0.01% | 184 |
|
|
2024
Q4 | $2.82M | Buy |
45,318
+5,340
| +13% | +$333K | 0.01% | 175 |
|
|
2024
Q3 | $2.49M | Buy |
39,978
+1,443
| +4% | +$89.9K | 0.01% | 166 |
|
|
2024
Q2 | $2.26M | Buy |
38,535
+4,201
| +12% | +$246K | 0.01% | 162 |
|
|
2024
Q1 | $2.09M | Sell |
34,334
-1,036
| -3% | -$62.9K | 0.01% | 145 |
|
|
2023
Q4 | $1.96M | Buy |
35,370
+6,375
| +22% | +$353K | 0.01% | 132 |
|
|
2023
Q3 | $1.45M | Buy |
28,995
+5,960
| +26% | +$297K | ﹤0.01% | 135 |
|
|
2023
Q2 | $1.21M | Buy |
23,035
+4,490
| +24% | +$235K | ﹤0.01% | 142 |
|
|
2023
Q1 | $928K | Sell |
18,545
-1,685
| -8% | -$84.3K | ﹤0.01% | 155 |
|
|
2022
Q4 | $979K | Buy |
20,230
+2,595
| +15% | +$126K | ﹤0.01% | 151 |
|
|
2022
Q3 | $798K | Hold |
17,635
| – | – | ﹤0.01% | 160 |
|
|
2022
Q2 | $798K | Buy |
17,635
+5,345
| +43% | +$242K | ﹤0.01% | 160 |
|
|
2022
Q1 | $660K | Buy |
12,290
+6,645
| +118% | +$357K | ﹤0.01% | 160 |
|
|
2021
Q4 | $320K | Buy |
+5,645
| New | +$320K | ﹤0.01% | 180 |
|
|
2021
Q3 | – | Sell |
-4,100
| Closed | -$220K | – | 186 |
|
|
2021
Q2 | $220K | Buy |
+4,100
| New | +$220K | ﹤0.01% | 160 |
|