iShares S&P MidCap 400 Index shares owned by Betterment
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 40k | 62.31 |
| 2024-06-30 | $2.3M | 39k | 58.52 |
| 2024-03-31 | $2.1M | 34k | 60.73 |
| 2023-12-31 | $2.0M | 7.1k | 277.21 |
| 2023-09-30 | $1.4M | 5.8k | 249.35 |
| 2023-06-30 | $1.2M | 4.6k | 261.56 |
| 2023-03-31 | $928k | 3.7k | 250.20 |
| 2022-12-31 | $979k | 4.0k | 241.97 |
| 2022-09-30 | $798k | 3.5k | 226.25 |
| 2022-06-30 | $798k | 3.5k | 226.25 |
| 2022-03-31 | $660k | 2.5k | 268.51 |
| 2021-12-31 | $320k | 1.1k | 283.44 |
| 2021-06-30 | $220k | 820 | 268.29 |