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iShares Dow Jones US Technology shares owned by Betterment

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in iShares Dow Jones US Technology

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All positions including iShares Dow Jones US Technology held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Technology by Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $378k 3.1k 122.77
2023-09-30 $301k 2.9k 104.84
2023-06-30 $307k 2.8k 108.83

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding iShares Dow Jones US Technology

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Envestnet Portfolio Solutions
Wells Fargo & Company
CWM
Advisor Group Holdings
Park Avenue Securities
Royal Bank of Canada
Raymond James Financial Services Advisors
Commonwealth Equity Services
Janney Montgomery Scott
Raymond James & Associates
RiverFront Investment Group
Two Sigma Investments

View all funds holding iShares Dow Jones US Technology