iShares S&P 100 Index shares owned by Betterment
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in iShares S&P 100 Index
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Quarterly reported holdings in iShares S&P 100 Index by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 1.1k | 332.42 |
| 2025-06-30 | $417k | 1.4k | 304.16 |
| 2025-03-31 | $1.5M | 5.7k | 270.80 |
| 2024-12-31 | $1.7M | 6.0k | 288.90 |
| 2024-09-30 | $1.1M | 4.0k | 276.78 |
| 2024-06-30 | $723k | 2.7k | 264.25 |
| 2023-12-31 | $514k | 2.3k | 223.48 |
| 2023-06-30 | $202k | 974 | 207.39 |