Betterment LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
40,584
-10,102
| -20% | -$1.1M | 0.01% | 162 |
|
|
2025
Q1 | $5.3M | Sell |
50,686
-9,068
| -15% | -$948K | 0.01% | 143 |
|
|
2024
Q4 | $6.89M | Sell |
59,754
-17,368
| -23% | -$2M | 0.02% | 127 |
|
|
2024
Q3 | $9.02M | Sell |
77,122
-9,213
| -11% | -$1.08M | 0.02% | 106 |
|
|
2024
Q2 | $9.21M | Buy |
86,335
+68,294
| +379% | +$7.28M | 0.02% | 94 |
|
|
2024
Q1 | $1.99M | Sell |
18,041
-1,093
| -6% | -$121K | 0.01% | 150 |
|
|
2023
Q4 | $2.07M | Buy |
19,134
+2,028
| +12% | +$220K | 0.01% | 131 |
|
|
2023
Q3 | $1.61M | Buy |
17,106
+5,006
| +41% | +$472K | 0.01% | 130 |
|
|
2023
Q2 | $1.21M | Buy |
12,100
+3,656
| +43% | +$364K | ﹤0.01% | 141 |
|
|
2023
Q1 | $817K | Sell |
8,444
-779
| -8% | -$75.4K | ﹤0.01% | 167 |
|
|
2022
Q4 | $873K | Sell |
9,223
-130
| -1% | -$12.3K | ﹤0.01% | 156 |
|
|
2022
Q3 | $864K | Hold |
9,353
| – | – | ﹤0.01% | 153 |
|
|
2022
Q2 | $864K | Buy |
9,353
+2,918
| +45% | +$270K | ﹤0.01% | 153 |
|
|
2022
Q1 | $694K | Buy |
6,435
+2,268
| +54% | +$245K | ﹤0.01% | 157 |
|
|
2021
Q4 | $477K | Buy |
+4,167
| New | +$477K | ﹤0.01% | 163 |
|
|
2020
Q3 | – | Sell |
-5,115
| Closed | -$349K | – | 115 |
|
|
2020
Q2 | $349K | Buy |
+5,115
| New | +$349K | ﹤0.01% | 104 |
|