Ishares Tr rus200 grw idx shares owned by Betterment
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Ishares Tr rus200 grw idx
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Quarterly reported holdings in Ishares Tr rus200 grw idx by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 23k | 273.66 |
| 2025-06-30 | $5.8M | 24k | 246.49 |
| 2025-03-31 | $4.3M | 21k | 210.96 |
| 2024-12-31 | $4.4M | 19k | 235.29 |
| 2024-09-30 | $3.0M | 14k | 220.05 |
| 2024-06-30 | $2.7M | 12k | 214.55 |
| 2024-03-31 | $2.0M | 10k | 195.13 |
| 2023-12-31 | $1.4M | 7.9k | 175.16 |
| 2023-09-30 | $720k | 4.7k | 153.91 |
| 2023-06-30 | $339k | 2.1k | 158.78 |
| 2023-03-31 | $270k | 1.9k | 139.10 |
| 2022-12-31 | $210k | 1.7k | 120.55 |