iShares Russell 1000 Value Index shares owned by Betterment
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $587k | 3.3k | 179.24 |
| 2023-12-31 | $662k | 4.0k | 165.17 |
| 2023-09-30 | $537k | 3.5k | 151.78 |
| 2023-06-30 | $345k | 2.2k | 157.68 |
| 2023-03-31 | $211k | 1.4k | 152.35 |
| 2022-03-31 | $230k | 1.4k | 166.31 |
| 2021-12-31 | $237k | 1.4k | 167.73 |
| 2021-09-30 | $428k | 2.7k | 156.49 |
| 2021-06-30 | $426k | 2.7k | 158.66 |
| 2021-03-31 | $413k | 2.7k | 151.50 |
| 2020-12-31 | $204k | 1.5k | 137.00 |
| 2019-12-31 | $393k | 2.9k | 136.32 |
| 2019-09-30 | $368k | 2.9k | 127.34 |
| 2019-06-30 | $368k | 2.9k | 127.34 |
| 2019-03-31 | $230k | 1.9k | 123.32 |
| 2014-12-31 | $106k | 1.0k | 104.85 |
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