iShares Russell 2000 Index shares owned by Betterment
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.7k | 241.94 |
| 2025-06-30 | $1.4M | 6.3k | 215.84 |
| 2025-03-31 | $1.2M | 5.9k | 199.52 |
| 2024-12-31 | $1.4M | 6.1k | 220.95 |
| 2024-09-30 | $1.2M | 5.5k | 220.85 |
| 2024-06-30 | $1.1M | 5.3k | 202.90 |
| 2024-03-31 | $1.0M | 4.9k | 210.33 |
| 2023-12-31 | $594k | 3.0k | 200.74 |
| 2023-09-30 | $411k | 2.3k | 176.62 |
| 2023-06-30 | $286k | 1.5k | 187.30 |
| 2022-12-31 | $269k | 1.5k | 174.68 |
| 2022-03-31 | $286k | 1.4k | 205.46 |
| 2021-12-31 | $240k | 1.1k | 222.84 |
| 2021-09-30 | $357k | 1.6k | 218.62 |
| 2021-06-30 | $409k | 1.8k | 229.13 |
| 2021-03-31 | $346k | 1.6k | 221.23 |
| 2020-12-31 | $225k | 1.1k | 196.16 |