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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Betterment

Quarter filed Position value Share count Share price at filing
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