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

Betterment LLC’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,845	Closed	-$469K	–	622
2025 Q4	$469K	Sell	4,845 -920	-16%	-$88.6K	﹤0.01%	418
2025 Q3	$553K	Sell	5,765 -290	-5%	-$27.3K	﹤0.01%	367
2025 Q2	$551K	Buy	6,055 +888	+17%	+$76K	﹤0.01%	344
2025 Q1	$430K	Buy	5,167 +424	+9%	+$38.2K	﹤0.01%	353
2024 Q4	$431K	Sell	4,743 -56	-1%	-$5.27K	﹤0.01%	346
2024 Q3	$441K	Buy	4,799 +57	+1%	+$5.1K	﹤0.01%	325
2024 Q2	$418K	Sell	4,742 -3	-0.1%	-$265	﹤0.01%	304
2024 Q1	$433K	Sell	4,745 -178	-4%	-$14.8K	﹤0.01%	275
2023 Q4	$390K	Buy	4,923 +180	+4%	+$13.2K	﹤0.01%	250
2023 Q3	$343K	Buy	+4,743	New	+$358K	﹤0.01%	251

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC's IJK Position: Q1 2026 in Review

Betterment LLC sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 4,845 shares — an estimated $469K sold.

Betterment LLC first reported a position in IJK in Q3 2023 and held it in 10 quarters. The position peaked at $553K in Q3 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Betterment LLC reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
Betterment LLC sold 4,845 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $469K.
Betterment LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and held it in 10 quarters.
Betterment LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $553K in Q3 2025.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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