Ishares Tr fund shares owned by Betterment
Historical chart of Betterment investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $59M | 1.2M | 48.34 |
| 2024-06-30 | $55M | 1.2M | 46.54 |
| 2024-03-31 | $50M | 1.1M | 46.89 |
| 2023-12-31 | $47M | 995k | 47.23 |
| 2023-09-30 | $44M | 975k | 45.13 |
| 2023-06-30 | $44M | 943k | 46.54 |
| 2023-03-31 | $42M | 899k | 47.09 |
| 2022-12-31 | $40M | 877k | 45.97 |
| 2022-09-30 | $39M | 810k | 47.76 |
| 2022-06-30 | $39M | 810k | 47.76 |
| 2022-03-31 | $41M | 805k | 50.59 |
| 2021-12-31 | $41M | 750k | 54.26 |
| 2021-09-30 | $34M | 622k | 54.87 |
| 2021-06-30 | $27M | 497k | 54.74 |
| 2021-03-31 | $20M | 363k | 54.67 |
| 2020-12-31 | $13M | 227k | 56.25 |