Ishares Tr msci usavalfct shares owned by Betterment
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 1.7k | 124.78 |
| 2025-06-30 | $283k | 2.5k | 113.34 |
| 2025-03-31 | $763k | 7.2k | 106.61 |
| 2024-12-31 | $761k | 7.2k | 105.58 |
| 2024-09-30 | $587k | 5.4k | 108.97 |
| 2024-06-30 | $318k | 3.1k | 103.55 |
| 2024-03-31 | $305k | 2.8k | 108.27 |
| 2023-12-31 | $291k | 2.9k | 101.32 |
| 2023-09-30 | $402k | 4.4k | 90.83 |
| 2023-06-30 | $410k | 4.4k | 93.89 |
| 2023-03-31 | $341k | 3.7k | 92.56 |
| 2022-12-31 | $362k | 4.0k | 91.21 |
| 2022-09-30 | $270k | 3.0k | 90.63 |
| 2022-06-30 | $270k | 3.0k | 90.63 |
| 2022-03-31 | $225k | 2.2k | 104.55 |