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Ishares Tr shares owned by Betterment

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Betterment

Quarter filed Position value Share count Share price at filing
2025-12-31 $472k 9.0k 52.68

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors State Street Spd (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
SPDR State Street Global Advisors State Street Spd (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

Top funds holding Ishares Tr

Sun Life Financial
LPL Financial
Becker Capital Management
Brown Advisory Holdings Incorporated
JNBA Financial Advisors
DRW Holdings
Alpine Bank Wealth Management
Wharton Business Group
Franklin Resources
EP Wealth Advisors
Raymond James Financial
Atlantic Private Wealth
Thrivent Financial for Lutherans
BSW Wealth Partners
Biltmore Family Office

View all funds holding Ishares Tr