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iShares S&P SmallCap 600 Growth shares owned by Betterment

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares S&P SmallCap 600 Growth

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $236k 1.9k 125.27

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)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding iShares S&P SmallCap 600 Growth

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
UBS Group
M^T Bank Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management
HPM Partners
HighTower Advisors
SPC Financial
Stifel Financial
Raymond James Financial Services Advisors

View all funds holding iShares S&P SmallCap 600 Growth