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iShares Russell 2000 Value Index shares owned by Betterment

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $148M 933k 158.81
2023-12-31 $152M 979k 155.33
2023-09-30 $144M 1.1M 135.55
2023-06-30 $151M 1.1M 140.80
2023-03-31 $160M 1.2M 137.02
2022-12-31 $154M 1.1M 138.67
2022-09-30 $172M 1.3M 136.15
2022-06-30 $172M 1.3M 136.15
2022-03-31 $187M 1.2M 161.40
2021-12-31 $187M 1.1M 166.05
2021-09-30 $180M 1.1M 160.23
2021-06-30 $175M 1.1M 165.77
2021-03-31 $177M 1.1M 159.47
2020-12-31 $153M 1.2M 131.75
2020-09-30 $119M 1.2M 99.33
2020-06-30 $116M 1.2M 97.46
2020-03-31 $169M 2.1M 82.03
2019-12-31 $107M 829k 128.58
2019-09-30 $97M 807k 120.50
2019-06-30 $97M 807k 120.50
2019-03-31 $89M 745k 119.90
2018-12-31 $81M 755k 107.54
2018-09-30 $69M 515k 133.00
2018-06-30 $70M 533k 131.92
2018-03-31 $66M 528k 124.13
2017-12-31 $51M 409k 125.75
2017-09-30 $52M 419k 124.12
2017-06-30 $46M 384k 118.87
2017-03-31 $44M 373k 118.16
2016-12-31 $43M 360k 118.94
2016-09-30 $36M 339k 104.75
2016-06-30 $33M 341k 97.29
2016-03-31 $31M 332k 93.18
2015-12-31 $32M 347k 91.94
2015-09-30 $29M 321k 90.10
2015-06-30 $23M 228k 101.88
2015-03-31 $25M 238k 103.21
2014-12-31 $25M 247k 101.68

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index