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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
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