iShares S&P MidCap 400 Growth shares owned by Betterment
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $553k | 5.8k | 95.92 |
| 2025-06-30 | $551k | 6.1k | 91.00 |
| 2025-03-31 | $430k | 5.2k | 83.22 |
| 2024-12-31 | $431k | 4.7k | 90.87 |
| 2024-09-30 | $441k | 4.8k | 91.89 |
| 2024-06-30 | $418k | 4.7k | 88.15 |
| 2024-03-31 | $433k | 4.7k | 91.25 |
| 2023-12-31 | $390k | 4.9k | 79.22 |
| 2023-09-30 | $343k | 4.7k | 72.32 |
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