iShares S&P 500 Index shares owned by Betterment
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.3M | 17k | 477.61 |
| 2023-09-30 | $7.2M | 17k | 429.41 |
| 2023-06-30 | $4.9M | 11k | 445.69 |
| 2023-03-31 | $4.0M | 9.8k | 411.13 |
| 2022-12-31 | $6.4M | 17k | 384.22 |
| 2022-09-30 | $4.9M | 13k | 379.17 |
| 2022-06-30 | $4.9M | 13k | 379.17 |
| 2022-03-31 | $5.6M | 12k | 453.69 |
| 2021-12-31 | $5.0M | 11k | 477.04 |
| 2021-09-30 | $3.0M | 7.1k | 430.80 |
| 2021-06-30 | $3.0M | 7.0k | 429.93 |
| 2021-03-31 | $3.0M | 7.5k | 397.80 |
| 2020-12-31 | $2.7M | 7.3k | 375.32 |
| 2020-09-30 | $2.3M | 6.8k | 336.02 |
| 2020-06-30 | $2.4M | 7.9k | 309.68 |
| 2020-03-31 | $1.8M | 7.1k | 258.43 |
| 2019-12-31 | $2.5M | 7.6k | 323.22 |
| 2019-09-30 | $2.9M | 9.9k | 294.76 |
| 2019-06-30 | $2.9M | 9.9k | 294.76 |
| 2019-03-31 | $2.7M | 9.6k | 284.55 |
| 2018-12-31 | $2.1M | 8.5k | 251.59 |
| 2018-09-30 | $1.9M | 6.5k | 292.71 |
| 2018-06-30 | $2.0M | 7.4k | 273.05 |
| 2018-03-31 | $2.0M | 7.5k | 266.27 |
| 2017-12-31 | $1.9M | 7.1k | 268.83 |
| 2017-09-30 | $1.8M | 7.2k | 253.00 |
| 2017-06-30 | $1.7M | 7.1k | 243.48 |
| 2017-03-31 | $1.7M | 7.1k | 237.31 |
| 2016-12-31 | $1.6M | 7.1k | 225.00 |
| 2016-09-30 | $2.6M | 12k | 217.59 |
| 2016-06-30 | $2.6M | 12k | 210.53 |
| 2016-03-31 | $1.9M | 9.2k | 206.65 |
| 2015-12-31 | $2.3M | 11k | 204.86 |
| 2015-09-30 | $2.1M | 11k | 192.71 |
| 2015-06-30 | $1.3M | 6.2k | 207.11 |
| 2015-03-31 | $478k | 2.3k | 207.74 |