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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 Value Idx by Betterment

Quarter filed Position value Share count Share price at filing
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

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding iShares S&P SmallCap 600 Value Idx

Morgan Stanley
Bank of America Corporation
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
Prime Capital Investment Advisors
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
Stifel Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P SmallCap 600 Value Idx