iShares Russell 2000 Growth Index shares owned by Betterment
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 3.8k | 283.94 |
| 2024-06-30 | $997k | 3.8k | 262.51 |
| 2024-03-31 | $906k | 3.3k | 270.93 |
| 2023-12-31 | $864k | 3.4k | 252.26 |
| 2023-09-30 | $663k | 3.0k | 223.99 |
| 2023-06-30 | $619k | 2.6k | 242.75 |
| 2023-03-31 | $421k | 1.9k | 226.83 |
| 2022-12-31 | $401k | 1.9k | 214.55 |
| 2022-09-30 | $536k | 2.6k | 206.31 |
| 2022-06-30 | $536k | 2.6k | 206.31 |
| 2022-03-31 | $421k | 1.6k | 255.62 |
| 2021-12-31 | $400k | 1.4k | 293.26 |
| 2021-09-30 | $288k | 982 | 293.28 |
| 2021-06-30 | $324k | 1.0k | 311.24 |
| 2021-03-31 | $339k | 1.1k | 301.07 |
| 2020-12-31 | $348k | 1.2k | 286.66 |
| 2020-09-30 | $333k | 1.5k | 221.56 |
| 2020-06-30 | $334k | 1.6k | 206.68 |
| 2020-03-31 | $284k | 1.8k | 158.22 |
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