Betterment LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.42M | Sell |
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|
2025
Q2 | $5.48M | Buy |
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|
2025
Q1 | $3.15M | Buy |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $2.94M | Sell |
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|
2024
Q2 | $2.74M | Sell |
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|
2024
Q1 | $3.32M | Sell |
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|
2023
Q4 | $8.57M | Buy |
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|
2023
Q3 | $6.69M | Buy |
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|
2023
Q2 | $6.95M | Buy |
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|
2023
Q1 | $6.16M | Buy |
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|
2022
Q4 | $4.73M | Sell |
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|
2022
Q3 | $5.32M | Hold |
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|
2022
Q2 | $5.32M | Buy |
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|
2022
Q1 | $4.54M | Buy |
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|
2021
Q4 | $4.42M | Sell |
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|
2021
Q3 | $5.97M | Sell |
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|
2021
Q2 | $6.65M | Sell |
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|
2021
Q1 | $8.61M | Sell |
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|
2020
Q4 | $11.4M | Sell |
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|
2020
Q3 | $12.1M | Sell |
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|
2020
Q2 | $14.9M | Sell |
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|
2020
Q1 | $17.3M | Buy |
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|
2019
Q4 | $4.31M | Sell |
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|
2019
Q3 | $6.01M | Hold |
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|
2019
Q2 | $6.01M | Sell |
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|
2019
Q1 | $6.63M | Sell |
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|
2018
Q4 | $6.04M | Buy |
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|
2018
Q3 | $1.67M | Sell |
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|
2018
Q2 | $2.14M | Buy |
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|
2018
Q1 | $1.92M | Buy |
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|
2017
Q4 | $654K | Sell |
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|
2017
Q3 | $834K | Sell |
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|
2017
Q2 | $879K | Sell |
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|
2017
Q1 | $1.45M | Sell |
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|
2016
Q4 | $2.37M | Sell |
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|
2016
Q3 | $2.44M | Buy |
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|
2016
Q2 | $2.23M | Buy |
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|
2016
Q1 | $1.82M | Buy |
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|
2015
Q4 | $920K | Buy |
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|
2015
Q3 | $497K | Buy |
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|
2015
Q2 | $367K | Buy |
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|
2015
Q1 | $222K | Buy |
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|
2014
Q4 | $52K | Buy |
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