Ishares Tr usa min vo shares owned by Betterment
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 2.9k | 95.30 |
| 2024-03-31 | $240k | 2.9k | 83.45 |
| 2023-12-31 | $372k | 4.8k | 78.10 |
| 2023-09-30 | $751k | 10k | 72.42 |
| 2023-06-30 | $680k | 9.2k | 74.32 |
| 2023-03-31 | $720k | 9.9k | 72.76 |
| 2022-12-31 | $2.6M | 35k | 72.10 |
| 2022-09-30 | $1.5M | 21k | 70.22 |
| 2022-06-30 | $1.5M | 21k | 70.22 |