Betterment LLC’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
3,169
-2,081
| -40% | -$207K | ﹤0.01% | 425 |
|
|
2025
Q1 | $512K | Buy |
5,250
+324
| +7% | +$31.6K | ﹤0.01% | 335 |
|
|
2024
Q4 | $535K | Buy |
4,926
+257
| +6% | +$27.9K | ﹤0.01% | 317 |
|
|
2024
Q3 | $503K | Buy |
4,669
+410
| +10% | +$44.2K | ﹤0.01% | 310 |
|
|
2024
Q2 | $414K | Buy |
4,259
+311
| +8% | +$30.2K | ﹤0.01% | 307 |
|
|
2024
Q1 | $406K | Sell |
3,948
-320
| -7% | -$32.9K | ﹤0.01% | 279 |
|
|
2023
Q4 | $440K | Buy |
4,268
+79
| +2% | +$8.14K | ﹤0.01% | 237 |
|
|
2023
Q3 | $374K | Buy |
+4,189
| New | +$374K | ﹤0.01% | 238 |
|
|
2023
Q2 | – | Sell |
-2,533
| Closed | -$237K | – | 286 |
|
|
2023
Q1 | $237K | Buy |
+2,533
| New | +$237K | ﹤0.01% | 251 |
|
|
2021
Q1 | – | Sell |
-2,521
| Closed | -$205K | – | 134 |
|
|
2020
Q4 | $205K | Buy |
+2,521
| New | +$205K | ﹤0.01% | 124 |
|
|
2020
Q2 | – | Sell |
-2,735
| Closed | -$273K | – | 117 |
|
|
2020
Q1 | $273K | Buy |
2,735
+559
| +26% | +$55.8K | ﹤0.01% | 104 |
|
|
2019
Q4 | $350K | Buy |
2,176
+28
| +1% | +$4.5K | ﹤0.01% | 99 |
|
|
2019
Q3 | $319K | Hold |
2,148
| – | – | ﹤0.01% | 103 |
|
|
2019
Q2 | $319K | Sell |
2,148
-311
| -13% | -$46.2K | ﹤0.01% | 103 |
|
|
2019
Q1 | $363K | Buy |
2,459
+353
| +17% | +$52.1K | ﹤0.01% | 94 |
|
|
2018
Q4 | $278K | Sell |
2,106
-3,253
| -61% | -$429K | ﹤0.01% | 97 |
|
|
2018
Q3 | $895K | Sell |
5,359
-3,263
| -38% | -$545K | 0.01% | 75 |
|
|
2018
Q2 | $1.41M | Sell |
8,622
-902
| -9% | -$147K | 0.01% | 67 |
|
|
2018
Q1 | $1.46M | Buy |
9,524
+5,274
| +124% | +$810K | 0.01% | 65 |
|
|
2017
Q4 | $653K | Sell |
4,250
-5,109
| -55% | -$785K | 0.01% | 71 |
|
|
2017
Q3 | $1.39M | Sell |
9,359
-21
| -0.2% | -$3.11K | 0.01% | 46 |
|
|
2017
Q2 | $1.31M | Sell |
9,380
-2,365
| -20% | -$331K | 0.01% | 41 |
|
|
2017
Q1 | $1.63M | Sell |
11,745
-4,232
| -26% | -$587K | 0.02% | 38 |
|
|
2016
Q4 | $2.24M | Sell |
15,977
-2,111
| -12% | -$296K | 0.03% | 32 |
|
|
2016
Q3 | $2.26M | Buy |
18,088
+690
| +4% | +$86.1K | 0.04% | 31 |
|
|
2016
Q2 | $2.03M | Buy |
17,398
+2,464
| +16% | +$288K | 0.04% | 31 |
|
|
2016
Q1 | $1.69M | Buy |
14,934
+5,953
| +66% | +$674K | 0.04% | 31 |
|
|
2015
Q4 | $971K | Buy |
8,981
+3,609
| +67% | +$390K | 0.03% | 30 |
|
|
2015
Q3 | $563K | Buy |
5,372
+2,062
| +62% | +$216K | 0.02% | 31 |
|
|
2015
Q2 | $390K | Buy |
3,310
+1,248
| +61% | +$147K | 0.02% | 32 |
|
|
2015
Q1 | $245K | Buy |
2,062
+1,440
| +232% | +$171K | 0.01% | 31 |
|
|
2014
Q4 | $73K | Buy |
+622
| New | +$73K | 0.01% | 30 |
|