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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by Betterment

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