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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

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Quarterly 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