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Ishares Tr shares owned by Betterment

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares Tr

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All positions including Ishares Tr held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $414k 6.5k 63.94
2023-09-30 $381k 6.7k 57.16
2023-06-30 $400k 6.6k 60.93
2023-03-31 $392k 6.6k 59.59
2022-12-31 $404k 7.4k 54.26
2022-09-30 $375k 7.2k 52.15
2022-06-30 $375k 7.2k 52.15
2022-03-31 $411k 6.7k 60.95
2021-12-31 $471k 6.8k 68.84
2021-09-30 $426k 6.3k 67.82
2021-06-30 $265k 3.9k 67.76