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iShares S&P MidCap 400 Value Index shares owned by Betterment

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 28k 118.28
2023-12-31 $8.6M 75k 114.04
2023-09-30 $6.7M 66k 100.93
2023-06-30 $7.0M 65k 107.13
2023-03-31 $6.2M 60k 102.78
2022-12-31 $4.7M 47k 100.80
2022-09-30 $5.3M 56k 94.40
2022-06-30 $5.3M 56k 94.40
2022-03-31 $4.5M 41k 109.63
2021-12-31 $4.4M 40k 110.67
2021-09-30 $6.0M 58k 103.04
2021-06-30 $6.6M 63k 105.34
2021-03-31 $8.6M 84k 101.93
2020-12-31 $11M 133k 86.30
2020-09-30 $12M 90k 134.86
2020-06-30 $15M 112k 132.94
2020-03-31 $17M 157k 109.75
2019-12-31 $4.3M 25k 170.72
2019-09-30 $6.0M 38k 159.46
2019-06-30 $6.0M 38k 159.46
2019-03-31 $6.6M 42k 156.98
2018-12-31 $6.0M 44k 138.34
2018-09-30 $1.7M 10k 167.32
2018-06-30 $2.1M 13k 161.99
2018-03-31 $1.9M 12k 155.44
2017-12-31 $654k 4.1k 160.18
2017-09-30 $834k 5.5k 152.72
2017-06-30 $879k 5.9k 148.48
2017-03-31 $1.4M 9.8k 148.43
2016-12-31 $2.4M 16k 145.23
2016-09-30 $2.4M 18k 132.98
2016-06-30 $2.2M 17k 128.07
2016-03-31 $1.8M 15k 124.05
2015-12-31 $920k 7.8k 117.26
2015-09-30 $497k 4.3k 115.45
2015-06-30 $367k 2.8k 128.95
2015-03-31 $222k 1.7k 131.21
2014-12-31 $52k 406 128.08

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company
Midland Wealth Advisors
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index