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iShares Russell Midcap Value Index shares owned by Betterment

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

Historical chart of Betterment investment in iShares Russell Midcap Value Index

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All positions including iShares Russell Midcap 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 Midcap Value Index by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $248M 2.0M 125.33
2023-12-31 $241M 2.1M 116.29
2023-09-30 $227M 2.2M 104.34
2023-06-30 $240M 2.2M 109.84
2023-03-31 $235M 2.2M 106.20
2022-12-31 $218M 2.1M 105.34
2022-09-30 $223M 2.2M 101.57
2022-06-30 $223M 2.2M 101.57
2022-03-31 $236M 2.0M 119.64
2021-12-31 $231M 1.9M 122.38
2021-09-30 $217M 1.9M 113.25
2021-06-30 $210M 1.8M 114.98
2021-03-31 $205M 1.9M 109.30
2020-12-31 $190M 2.0M 96.96
2020-09-30 $163M 2.0M 80.84
2020-06-30 $154M 2.0M 76.53
2020-03-31 $206M 3.2M 64.09
2019-12-31 $117M 1.2M 94.77
2019-09-30 $111M 1.2M 89.13
2019-06-30 $111M 1.2M 89.13
2019-03-31 $101M 1.2M 86.86
2018-12-31 $88M 1.2M 76.35
2018-09-30 $69M 759k 90.26
2018-06-30 $69M 780k 88.49
2018-03-31 $64M 735k 86.83
2017-12-31 $50M 558k 89.15
2017-09-30 $48M 570k 84.93
2017-06-30 $47M 556k 84.09
2017-03-31 $47M 565k 82.99
2016-12-31 $47M 587k 80.43
2016-09-30 $42M 551k 76.77
2016-06-30 $42M 559k 74.29
2016-03-31 $39M 546k 70.93
2015-12-31 $36M 525k 68.66
2015-09-30 $33M 495k 67.09
2015-06-30 $28M 381k 73.76
2015-03-31 $29M 382k 75.26
2014-12-31 $29M 393k 73.76

More positions owned by Betterment

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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 Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index