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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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