Betterment LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,989
| Closed | -$340K | – | 623 |
|
|
2025
Q4 | $340K | Sell |
2,989
-17
| -0.6% | -$1.91K | ﹤0.01% | 469 |
|
|
2025
Q3 | $332K | Sell |
3,006
-163
| -5% | -$17.3K | ﹤0.01% | 442 |
|
|
2025
Q2 | $315K | Sell |
3,169
-2,081
| -40% | -$197K | ﹤0.01% | 425 |
|
|
2025
Q1 | $512K | Buy |
5,250
+324
| +7% | +$34.2K | ﹤0.01% | 335 |
|
|
2024
Q4 | $535K | Buy |
4,926
+257
| +6% | +$28.5K | ﹤0.01% | 317 |
|
|
2024
Q3 | $503K | Buy |
4,669
+410
| +10% | +$42.6K | ﹤0.01% | 310 |
|
|
2024
Q2 | $414K | Buy |
4,259
+311
| +8% | +$30.6K | ﹤0.01% | 307 |
|
|
2024
Q1 | $406K | Sell |
3,948
-320
| -7% | -$31.8K | ﹤0.01% | 279 |
|
|
2023
Q4 | $440K | Buy |
4,268
+79
| +2% | +$7.2K | ﹤0.01% | 237 |
|
|
2023
Q3 | $374K | Buy |
+4,189
| New | +$399K | ﹤0.01% | 238 |
|
|
2023
Q2 | – | Sell |
-2,533
| Closed | -$237K | – | 286 |
|
|
2023
Q1 | $237K | Buy |
+2,533
| New | +$247K | ﹤0.01% | 251 |
|
|
2021
Q1 | – | Sell |
-2,521
| Closed | -$205K | – | 134 |
|
|
2020
Q4 | $205K | Buy |
+2,521
| New | +$183K | ﹤0.01% | 124 |
|
|
2020
Q2 | – | Sell |
-5,470
| Closed | -$273K | – | 117 |
|
|
2020
Q1 | $273K | Buy |
5,470
+1,118
| +26% | +$77.5K | ﹤0.01% | 104 |
|
|
2019
Q4 | $350K | Buy |
4,352
+56
| +1% | +$4.34K | ﹤0.01% | 99 |
|
|
2019
Q3 | $319K | Hold |
4,296
| – | – | ﹤0.01% | 103 |
|
|
2019
Q2 | $319K | Sell |
4,296
-622
| -13% | -$46.1K | ﹤0.01% | 103 |
|
|
2019
Q1 | $363K | Buy |
4,918
+706
| +17% | +$52.2K | ﹤0.01% | 94 |
|
|
2018
Q4 | $278K | Sell |
4,212
-6,506
| -61% | -$483K | ﹤0.01% | 97 |
|
|
2018
Q3 | $895K | Sell |
10,718
-6,526
| -38% | -$551K | 0.01% | 75 |
|
|
2018
Q2 | $1.41M | Sell |
17,244
-1,804
| -9% | -$144K | 0.01% | 67 |
|
|
2018
Q1 | $1.46M | Buy |
19,048
+10,548
| +124% | +$811K | 0.01% | 65 |
|
|
2017
Q4 | $653K | Sell |
8,500
-10,218
| -55% | -$769K | 0.01% | 71 |
|
|
2017
Q3 | $1.39M | Sell |
18,718
-42
| -0.2% | -$2.93K | 0.01% | 46 |
|
|
2017
Q2 | $1.31M | Sell |
18,760
-4,730
| -20% | -$327K | 0.01% | 41 |
|
|
2017
Q1 | $1.63M | Sell |
23,490
-8,464
| -26% | -$589K | 0.02% | 38 |
|
|
2016
Q4 | $2.24M | Sell |
31,954
-4,222
| -12% | -$276K | 0.03% | 32 |
|
|
2016
Q3 | $2.26M | Buy |
36,176
+1,380
| +4% | +$84.7K | 0.04% | 31 |
|
|
2016
Q2 | $2.03M | Buy |
34,796
+4,928
| +16% | +$283K | 0.04% | 31 |
|
|
2016
Q1 | $1.69M | Buy |
29,868
+11,906
| +66% | +$618K | 0.04% | 31 |
|
|
2015
Q4 | $971K | Buy |
17,962
+7,218
| +67% | +$400K | 0.03% | 30 |
|
|
2015
Q3 | $563K | Buy |
10,744
+4,124
| +62% | +$229K | 0.02% | 31 |
|
|
2015
Q2 | $390K | Buy |
6,620
+2,496
| +61% | +$148K | 0.02% | 32 |
|
|
2015
Q1 | $245K | Buy |
4,124
+2,880
| +232% | +$167K | 0.01% | 31 |
|
|
2014
Q4 | $73K | Buy |
+1,244
| New | +$70.2K | 0.01% | 30 |
|
Other funds holding IJS
SP
UFF
PCIA
Betterment LLC's IJS Position: Q1 2026 in Review
Betterment LLC sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 2,989 shares — an estimated $340K sold.
Betterment LLC first reported a position in IJS in Q4 2014 and held it in 34 quarters. The position peaked at $2.26M in Q3 2016. 851 funds tracked by Wall St. Rank hold IJS as of Q1 2026.
- Betterment LLC reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
- Betterment LLC sold 2,989 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $340K.
- Betterment LLC first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and held it in 34 quarters.
- Betterment LLC's iShares S&P Small-Cap 600 Value ETF position peaked at $2.26M in Q3 2016.
- 851 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.
Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.