iShares S&P 500 Growth Index shares owned by Betterment
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 12k | 120.72 |
| 2025-06-30 | $1.3M | 12k | 110.13 |
| 2025-03-31 | $951k | 10k | 92.83 |
| 2024-12-31 | $985k | 9.7k | 101.54 |
| 2024-09-30 | $852k | 8.9k | 95.81 |
| 2024-06-30 | $810k | 8.7k | 92.58 |
| 2024-03-31 | $695k | 8.2k | 84.47 |
| 2023-12-31 | $920k | 12k | 75.09 |
| 2023-09-30 | $575k | 8.4k | 68.36 |
| 2023-06-30 | $505k | 7.2k | 70.42 |
| 2023-03-31 | $531k | 8.3k | 63.88 |
| 2022-12-31 | $417k | 7.1k | 58.48 |
| 2022-09-30 | $325k | 5.4k | 60.33 |
| 2022-06-30 | $325k | 5.4k | 60.33 |
| 2022-03-31 | $398k | 5.2k | 76.44 |
| 2021-12-31 | $432k | 5.2k | 83.69 |
| 2021-09-30 | $381k | 5.2k | 73.82 |
| 2021-06-30 | $375k | 5.2k | 72.66 |