Betterment LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Buy |
44,308
+17,996
| +68% | +$2.22M | 0.01% | 152 |
|
|
2025
Q1 | $3.15M | Buy |
26,312
+1,456
| +6% | +$174K | 0.01% | 172 |
|
|
2024
Q4 | $3.11M | Buy |
24,856
+1,038
| +4% | +$130K | 0.01% | 167 |
|
|
2024
Q3 | $2.94M | Sell |
23,818
-334
| -1% | -$41.3K | 0.01% | 154 |
|
|
2024
Q2 | $2.74M | Sell |
24,152
-3,909
| -14% | -$443K | 0.01% | 147 |
|
|
2024
Q1 | $3.32M | Sell |
28,061
-47,122
| -63% | -$5.57M | 0.01% | 119 |
|
|
2023
Q4 | $8.57M | Buy |
75,183
+8,911
| +13% | +$1.02M | 0.02% | 79 |
|
|
2023
Q3 | $6.69M | Buy |
66,272
+1,368
| +2% | +$138K | 0.02% | 79 |
|
|
2023
Q2 | $6.95M | Buy |
64,904
+4,929
| +8% | +$528K | 0.02% | 75 |
|
|
2023
Q1 | $6.16M | Buy |
59,975
+13,012
| +28% | +$1.34M | 0.02% | 79 |
|
|
2022
Q4 | $4.73M | Sell |
46,963
-9,371
| -17% | -$945K | 0.02% | 89 |
|
|
2022
Q3 | $5.32M | Hold |
56,334
| – | – | 0.02% | 84 |
|
|
2022
Q2 | $5.32M | Buy |
56,334
+14,969
| +36% | +$1.41M | 0.02% | 84 |
|
|
2022
Q1 | $4.54M | Buy |
41,365
+1,464
| +4% | +$161K | 0.01% | 91 |
|
|
2021
Q4 | $4.42M | Sell |
39,901
-18,085
| -31% | -$2M | 0.01% | 90 |
|
|
2021
Q3 | $5.98M | Sell |
57,986
-5,116
| -8% | -$527K | 0.02% | 74 |
|
|
2021
Q2 | $6.65M | Sell |
63,102
-21,315
| -25% | -$2.25M | 0.02% | 67 |
|
|
2021
Q1 | $8.61M | Sell |
84,417
-48,252
| -36% | -$4.92M | 0.03% | 55 |
|
|
2020
Q4 | $11.4M | Sell |
132,669
-46,499
| -26% | -$4.01M | 0.05% | 47 |
|
|
2020
Q3 | $12.1M | Sell |
179,168
-44,948
| -20% | -$3.03M | 0.06% | 41 |
|
|
2020
Q2 | $14.9M | Sell |
224,116
-90,374
| -29% | -$6.01M | 0.08% | 36 |
|
|
2020
Q1 | $17.3M | Buy |
314,490
+264,022
| +523% | +$14.5M | 0.11% | 35 |
|
|
2019
Q4 | $4.31M | Sell |
50,468
-24,910
| -33% | -$2.13M | 0.02% | 52 |
|
|
2019
Q3 | $6.01M | Hold |
75,378
| – | – | 0.03% | 44 |
|
|
2019
Q2 | $6.01M | Sell |
75,378
-9,094
| -11% | -$725K | 0.03% | 44 |
|
|
2019
Q1 | $6.63M | Sell |
84,472
-2,836
| -3% | -$223K | 0.04% | 42 |
|
|
2018
Q4 | $6.04M | Buy |
87,308
+67,382
| +338% | +$4.66M | 0.04% | 41 |
|
|
2018
Q3 | $1.67M | Sell |
19,926
-6,470
| -25% | -$541K | 0.01% | 67 |
|
|
2018
Q2 | $2.14M | Buy |
26,396
+1,640
| +7% | +$133K | 0.02% | 57 |
|
|
2018
Q1 | $1.92M | Buy |
24,756
+16,590
| +203% | +$1.29M | 0.01% | 58 |
|
|
2017
Q4 | $654K | Sell |
8,166
-2,756
| -25% | -$221K | 0.01% | 70 |
|
|
2017
Q3 | $834K | Sell |
10,922
-918
| -8% | -$70.1K | 0.01% | 57 |
|
|
2017
Q2 | $879K | Sell |
11,840
-7,684
| -39% | -$570K | 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% | -$295K | 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% | +$350K | 0.05% | 30 |
|
|
2016
Q1 | $1.83M | Buy |
29,424
+13,732
| +88% | +$852K | 0.05% | 30 |
|
|
2015
Q4 | $920K | Buy |
15,692
+7,082
| +82% | +$415K | 0.03% | 31 |
|
|
2015
Q3 | $497K | Buy |
8,610
+2,918
| +51% | +$168K | 0.02% | 32 |
|
|
2015
Q2 | $367K | Buy |
5,692
+2,308
| +68% | +$149K | 0.02% | 33 |
|
|
2015
Q1 | $222K | Buy |
3,384
+2,572
| +317% | +$169K | 0.01% | 32 |
|
|
2014
Q4 | $52K | Buy |
+812
| New | +$52K | ﹤0.01% | 31 |
|