Betterment LLC
IJR icon

Betterment LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Betterment LLC’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.97M Buy
46,985
+126
+0.3% +$17.3K 0.01% 154
2026
Q1 		$5.83M Buy
46,859
+6,062
+15% +$770K 0.01% 163
2025
Q4 		$4.9M Buy
40,797
+834
+2% +$99.7K 0.01% 166
2025
Q3 		$4.75M Sell
39,963
-621
-2% -$71.4K 0.01% 163
2025
Q2 		$4.43M Sell
40,584
-10,102
-20% -$1.04M 0.01% 162
2025
Q1 		$5.3M Sell
50,686
-9,068
-15% -$1.02M 0.01% 143
2024
Q4 		$6.88M Sell
59,754
-17,368
-23% -$2.07M 0.02% 127
2024
Q3 		$9.02M Sell
77,122
-9,213
-11% -$1.04M 0.02% 106
2024
Q2 		$9.21M Buy
86,335
+68,294
+379% +$7.31M 0.02% 94
2024
Q1 		$1.99M Sell
18,041
-1,093
-6% -$116K 0.01% 150
2023
Q4 		$2.07M Buy
19,134
+2,028
+12% +$195K 0.01% 131
2023
Q3 		$1.61M Buy
17,106
+5,006
+41% +$500K 0.01% 130
2023
Q2 		$1.21M Buy
12,100
+3,656
+43% +$348K ﹤0.01% 141
2023
Q1 		$817K Sell
8,444
-779
-8% -$77.9K ﹤0.01% 167
2022
Q4 		$873K Sell
9,223
-130
-1% -$12.5K ﹤0.01% 156
2022
Q3 		$864K Hold
9,353
– – ﹤0.01% 153
2022
Q2 		$864K Buy
9,353
+2,918
+45% +$290K ﹤0.01% 153
2022
Q1 		$694K Buy
6,435
+2,268
+54% +$245K ﹤0.01% 157
2021
Q4 		$477K Buy
+4,167
New +$475K ﹤0.01% 163
2020
Q3 		– Sell
-5,115
Closed -$349K – 115
2020
Q2 		$349K Buy
+5,115
New +$323K ﹤0.01% 104

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Betterment LLC's IJR Position: Q2 2026 in Review

Betterment LLC increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.27% in Q2 2026, buying an estimated $17.3K and bringing the position to 46,985 shares worth $6.97M. The position accounts for 0.01% of the portfolio, ranked #154.

Betterment LLC first reported a position in IJR in Q2 2020 and has held it in 20 quarters since. The position peaked at $9.21M in Q2 2024. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Betterment LLC held 46,985 shares of iShares Core S&P Small-Cap ETF worth $6.97M as of Q2 2026.
  • Betterment LLC bought 126 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $17.3K.
  • iShares Core S&P Small-Cap ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #154 holding.
  • Betterment LLC first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 20 quarters since.
  • Betterment LLC's iShares Core S&P Small-Cap ETF position peaked at $9.21M in Q2 2024.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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