iShares Russell 3000 Value Index shares owned by Betterment
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index held by Betterment consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Value Index by Betterment
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $275k | 3.3k | 84.38 |
2023-09-30 | $275k | 3.7k | 74.71 |
2023-06-30 | $233k | 3.0k | 78.19 |
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