Betterment LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Betterment LLC’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.05M	Sell	34,192 -3,749	-10%	-$530K	0.01%	175
2026 Q1	$5.03M	Sell	37,941 -3,357	-8%	-$460K	0.01%	172
2025 Q4	$5.43M	Sell	41,298 -501	-1%	-$65.2K	0.01%	158
2025 Q3	$5.42M	Sell	41,799 -2,509	-6%	-$321K	0.01%	152
2025 Q2	$5.48M	Buy	44,308 +17,996	+68%	+$2.12M	0.01%	152
2025 Q1	$3.15M	Buy	26,312 +1,456	+6%	+$182K	0.01%	172
2024 Q4	$3.11M	Buy	24,856 +1,038	+4%	+$133K	0.01%	167
2024 Q3	$2.94M	Sell	23,818 -334	-1%	-$39.7K	0.01%	154
2024 Q2	$2.74M	Sell	24,152 -3,909	-14%	-$446K	0.01%	147
2024 Q1	$3.32M	Sell	28,061 -47,122	-63%	-$5.31M	0.01%	119
2023 Q4	$8.57M	Buy	75,183 +8,911	+13%	+$916K	0.02%	79
2023 Q3	$6.69M	Buy	66,272 +1,368	+2%	+$146K	0.02%	79
2023 Q2	$6.95M	Buy	64,904 +4,929	+8%	+$501K	0.02%	75
2023 Q1	$6.16M	Buy	59,975 +13,012	+28%	+$1.39M	0.02%	79
2022 Q4	$4.73M	Sell	46,963 -9,371	-17%	-$936K	0.02%	89
2022 Q3	$5.32M	Hold	56,334	–	–	0.02%	84
2022 Q2	$5.32M	Buy	56,334 +14,969	+36%	+$1.53M	0.02%	84
2022 Q1	$4.54M	Buy	41,365 +1,464	+4%	+$158K	0.01%	91
2021 Q4	$4.42M	Sell	39,901 -18,085	-31%	-$1.97M	0.01%	90
2021 Q3	$5.97M	Sell	57,986 -5,116	-8%	-$538K	0.02%	74
2021 Q2	$6.65M	Sell	63,102 -21,315	-25%	-$2.28M	0.02%	67
2021 Q1	$8.61M	Sell	84,417 -48,252	-36%	-$4.61M	0.03%	55
2020 Q4	$11.4M	Sell	132,669 -46,499	-26%	-$3.65M	0.05%	47
2020 Q3	$12.1M	Sell	179,168 -44,948	-20%	-$3.11M	0.06%	41
2020 Q2	$14.9M	Sell	224,116 -90,374	-29%	-$5.67M	0.08%	36
2020 Q1	$17.3M	Buy	314,490 +264,022	+523%	+$19.8M	0.11%	35
2019 Q4	$4.31M	Sell	50,468 -24,910	-33%	-$2.05M	0.02%	52
2019 Q3	$6.01M	Hold	75,378	–	–	0.03%	44
2019 Q2	$6.01M	Sell	75,378 -9,094	-11%	-$721K	0.03%	44
2019 Q1	$6.63M	Sell	84,472 -2,836	-3%	-$220K	0.04%	42
2018 Q4	$6.04M	Buy	87,308 +67,382	+338%	+$5.15M	0.04%	41
2018 Q3	$1.67M	Sell	19,926 -6,470	-25%	-$540K	0.01%	67
2018 Q2	$2.14M	Buy	26,396 +1,640	+7%	+$131K	0.02%	57
2018 Q1	$1.92M	Buy	24,756 +16,590	+203%	+$1.32M	0.01%	58
2017 Q4	$654K	Sell	8,166 -2,756	-25%	-$215K	0.01%	70
2017 Q3	$834K	Sell	10,922 -918	-8%	-$68.1K	0.01%	57
2017 Q2	$879K	Sell	11,840 -7,684	-39%	-$568K	0.01%	46
2017 Q1	$1.45M	Sell	19,524 -13,058	-40%	-$969K	0.02%	40
2016 Q4	$2.37M	Sell	32,582 -4,056	-11%	-$281K	0.03%	31
2016 Q3	$2.44M	Buy	36,638 +1,750	+5%	+$116K	0.04%	30
2016 Q2	$2.23M	Buy	34,888 +5,464	+19%	+$344K	0.05%	30
2016 Q1	$1.82M	Buy	29,424 +13,732	+88%	+$778K	0.05%	30
2015 Q4	$920K	Buy	15,692 +7,082	+82%	+$429K	0.03%	31
2015 Q3	$497K	Buy	8,610 +2,918	+51%	+$179K	0.02%	32
2015 Q2	$367K	Buy	5,692 +2,308	+68%	+$152K	0.02%	33
2015 Q1	$222K	Buy	3,384 +2,572	+317%	+$165K	0.01%	32
2014 Q4	$52K	Buy	+812	New	+$50.3K	﹤0.01%	31

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC's IJJ Position: Q2 2026 in Review

Betterment LLC reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 9.9% in Q2 2026, selling an estimated $530K and leaving 34,192 shares worth $5.05M. The position accounts for 0.01% of the portfolio, ranked #175.

Betterment LLC first reported a position in IJJ in Q4 2014 and has held it in 47 quarters since. The position peaked at $17.3M in Q1 2020. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Betterment LLC held 34,192 shares of iShares S&P Mid-Cap 400 Value ETF worth $5.05M as of Q2 2026.
Betterment LLC sold 3,749 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $530K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #175 holding.
Betterment LLC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and has held it in 47 quarters since.
Betterment LLC's iShares S&P Mid-Cap 400 Value ETF position peaked at $17.3M in Q1 2020.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.