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iShares S&P 500 Value Index shares owned by Betterment

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 500 Value Index by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $83M 447k 186.81
2023-12-31 $80M 461k 173.89
2023-09-30 $73M 474k 153.84
2023-06-30 $78M 485k 161.19
2023-03-31 $76M 499k 151.76
2022-12-31 $74M 508k 145.07
2022-09-30 $73M 533k 137.46
2022-06-30 $73M 533k 137.46
2022-03-31 $85M 547k 155.72
2021-12-31 $88M 563k 156.63
2021-09-30 $84M 577k 145.42
2021-06-30 $87M 590k 147.64
2021-03-31 $86M 612k 141.24
2020-12-31 $83M 650k 128.02
2020-09-30 $76M 676k 112.45
2020-06-30 $79M 725k 108.21
2020-03-31 $87M 908k 96.25
2019-12-31 $132M 1.0M 130.09
2019-09-30 $130M 1.1M 116.57
2019-06-30 $130M 1.1M 116.57
2019-03-31 $133M 1.2M 112.74
2018-12-31 $125M 1.2M 101.14
2018-09-30 $145M 1.3M 115.84
2018-06-30 $179M 1.6M 110.13
2018-03-31 $178M 1.6M 109.89
2017-12-31 $162M 1.4M 114.24
2017-09-30 $157M 1.5M 107.91
2017-06-30 $156M 1.5M 104.96
2017-03-31 $154M 1.5M 104.04
2016-12-31 $153M 1.5M 101.38
2016-09-30 $144M 1.5M 94.96
2016-06-30 $132M 1.4M 92.90
2016-03-31 $125M 1.4M 89.93
2015-12-31 $111M 1.3M 88.53
2015-09-30 $96M 1.1M 84.03
2015-06-30 $94M 1.0M 92.21
2015-03-31 $90M 967k 92.56
2014-12-31 $91M 969k 93.77

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)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index