Betterment LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.75M | Sell |
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|
2025
Q2 | $4.43M | Sell |
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|
2025
Q1 | $5.3M | Sell |
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|
2024
Q4 | $6.88M | Sell |
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|
2024
Q3 | $9.02M | Sell |
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|
2024
Q2 | $9.21M | Buy |
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|
2024
Q1 | $1.99M | Sell |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $817K | Sell |
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|
2022
Q4 | $873K | Sell |
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|
2022
Q3 | $864K | Hold |
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|
2022
Q2 | $864K | Buy |
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|
2022
Q1 | $694K | Buy |
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|
2021
Q4 | $477K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $349K | Buy |
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