iShares S&P SmallCap 600 Index shares owned by Betterment
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 40k | 118.83 |
| 2025-06-30 | $4.4M | 41k | 109.28 |
| 2025-03-31 | $5.3M | 51k | 104.57 |
| 2024-12-31 | $6.9M | 60k | 115.22 |
| 2024-09-30 | $9.0M | 77k | 116.96 |
| 2024-06-30 | $9.2M | 86k | 106.65 |
| 2024-03-31 | $2.0M | 18k | 110.53 |
| 2023-12-31 | $2.1M | 19k | 108.24 |
| 2023-09-30 | $1.6M | 17k | 94.35 |
| 2023-06-30 | $1.2M | 12k | 99.67 |
| 2023-03-31 | $817k | 8.4k | 96.76 |
| 2022-12-31 | $873k | 9.2k | 94.65 |
| 2022-09-30 | $864k | 9.4k | 92.38 |
| 2022-06-30 | $864k | 9.4k | 92.38 |
| 2022-03-31 | $694k | 6.4k | 107.85 |
| 2021-12-31 | $477k | 4.2k | 114.47 |
| 2020-06-30 | $349k | 5.1k | 68.23 |
Top funds holding iShares S&P SmallCap 600 Index
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