iShares Russell 3000 Index shares owned by Betterment
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Betterment consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Betterment
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $690k | 2.5k | 273.59 |
2023-09-30 | $685k | 2.8k | 245.08 |
2023-06-30 | $655k | 2.6k | 254.67 |
2023-03-31 | $633k | 2.7k | 235.58 |
2022-12-31 | $591k | 2.7k | 220.60 |
2022-09-30 | $463k | 2.1k | 217.17 |
2022-06-30 | $463k | 2.1k | 217.17 |
2022-03-31 | $524k | 2.0k | 262.13 |
2021-12-31 | $363k | 1.3k | 277.52 |
2021-09-30 | $236k | 926 | 254.86 |