iShares Russell 3000 Growth Index shares owned by Betterment
Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares Russell 3000 Growth Index
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Quarterly reported holdings in iShares Russell 3000 Growth Index by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $914k | 5.6k | 164.63 |
| 2025-06-30 | $788k | 5.2k | 150.44 |
| 2025-03-31 | $734k | 5.8k | 127.14 |
| 2024-12-31 | $768k | 5.5k | 139.31 |
| 2024-09-30 | $784k | 5.9k | 131.83 |
| 2024-06-30 | $807k | 6.3k | 127.41 |
| 2024-03-31 | $624k | 5.3k | 117.27 |
| 2023-12-31 | $454k | 4.4k | 104.08 |
| 2023-09-30 | $403k | 4.2k | 94.94 |
| 2023-06-30 | $353k | 3.6k | 97.68 |
| 2023-03-31 | $300k | 3.4k | 88.84 |
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