Betterment LLC
IJT icon

Betterment LLC’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Betterment LLC’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$439K Buy
2,459
+233
+10% +$37.8K ﹤0.01% 513
2026
Q1 		$322K Sell
2,226
-1,167
-34% -$173K ﹤0.01% 522
2025
Q4 		$479K Buy
3,393
+274
+9% +$38.8K ﹤0.01% 412
2025
Q3 		$441K Sell
3,119
-387
-11% -$53.4K ﹤0.01% 408
2025
Q2 		$466K Buy
3,506
+475
+16% +$59.5K ﹤0.01% 368
2025
Q1 		$377K Buy
3,031
+254
+9% +$34K ﹤0.01% 370
2024
Q4 		$376K Buy
2,777
+274
+11% +$38.8K ﹤0.01% 356
2024
Q3 		$349K Buy
2,503
+302
+14% +$40.7K ﹤0.01% 351
2024
Q2 		$283K Buy
2,201
+215
+11% +$27.5K ﹤0.01% 350
2024
Q1 		$260K Buy
1,986
+102
+5% +$12.7K ﹤0.01% 327
2023
Q4 		$236K Buy
+1,884
New +$211K ﹤0.01% 299

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC's IJT Position: Q2 2026 in Review

Betterment LLC increased its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 10% in Q2 2026, buying an estimated $37.8K and bringing the position to 2,459 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Betterment LLC first reported a position in IJT in Q4 2023 and has held it in 11 quarters since. The position peaked at $479K in Q4 2025. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Betterment LLC held 2,459 shares of iShares S&P Small-Cap 600 Growth ETF worth $439K as of Q2 2026.
  • Betterment LLC bought 233 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $37.8K.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #513 holding.
  • Betterment LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Betterment LLC's iShares S&P Small-Cap 600 Growth ETF position peaked at $479K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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