iShares Russell 1000 Index shares owned by Betterment
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $787k | 2.5k | 314.55 |
| 2024-06-30 | $650k | 2.2k | 297.48 |
| 2024-03-31 | $571k | 2.0k | 288.09 |
| 2023-12-31 | $438k | 1.7k | 262.12 |
| 2023-09-30 | $365k | 1.6k | 234.73 |
| 2023-06-30 | $209k | 857 | 243.87 |
| 2023-03-31 | $423k | 1.9k | 225.24 |
| 2022-12-31 | $244k | 1.2k | 210.16 |
| 2022-09-30 | $639k | 3.1k | 207.74 |
| 2022-06-30 | $639k | 3.1k | 207.74 |
| 2022-03-31 | $500k | 2.0k | 250.00 |
| 2021-12-31 | $246k | 932 | 263.95 |
| 2021-03-31 | $229k | 1.0k | 223.41 |
| 2020-12-31 | $501k | 2.4k | 211.66 |
| 2020-09-30 | $323k | 1.7k | 187.14 |
| 2020-06-30 | $458k | 2.7k | 171.66 |
| 2020-03-31 | $376k | 2.7k | 141.57 |
| 2018-03-31 | $200k | 1.4k | 147.06 |