iShares S&P SmallCap 600 Value Idx shares owned by Betterment
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares S&P SmallCap 600 Value Idx
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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $332k | 3.0k | 110.45 |
| 2025-06-30 | $315k | 3.2k | 99.40 |
| 2025-03-31 | $512k | 5.3k | 97.52 |
| 2024-12-31 | $535k | 4.9k | 108.61 |
| 2024-09-30 | $503k | 4.7k | 107.73 |
| 2024-06-30 | $414k | 4.3k | 97.21 |
| 2024-03-31 | $406k | 3.9k | 102.84 |
| 2023-12-31 | $440k | 4.3k | 103.09 |
| 2023-09-30 | $374k | 4.2k | 89.28 |
| 2023-03-31 | $237k | 2.5k | 93.56 |
| 2020-12-31 | $205k | 2.5k | 81.32 |
| 2020-03-31 | $273k | 2.7k | 99.82 |
| 2019-12-31 | $350k | 2.2k | 160.85 |
| 2019-09-30 | $319k | 2.1k | 148.51 |
| 2019-06-30 | $319k | 2.1k | 148.51 |
| 2019-03-31 | $363k | 2.5k | 147.62 |
| 2018-12-31 | $278k | 2.1k | 132.00 |
| 2018-09-30 | $895k | 5.4k | 167.01 |
| 2018-06-30 | $1.4M | 8.6k | 163.30 |
| 2018-03-31 | $1.5M | 9.5k | 153.51 |
| 2017-12-31 | $653k | 4.3k | 153.65 |
| 2017-09-30 | $1.4M | 9.4k | 148.31 |
| 2017-06-30 | $1.3M | 9.4k | 139.87 |
| 2017-03-31 | $1.6M | 12k | 138.61 |
| 2016-12-31 | $2.2M | 16k | 140.01 |
| 2016-09-30 | $2.3M | 18k | 124.83 |
| 2016-06-30 | $2.0M | 17k | 116.85 |
| 2016-03-31 | $1.7M | 15k | 113.30 |
| 2015-12-31 | $971k | 9.0k | 108.12 |
| 2015-09-30 | $563k | 5.4k | 104.80 |
| 2015-06-30 | $390k | 3.3k | 117.82 |
| 2015-03-31 | $245k | 2.1k | 118.82 |
| 2014-12-31 | $73k | 622 | 117.36 |
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