Betterment LLC
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Betterment LLC’s iShares Core S&P US Value ETF IUSV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,259
Closed -$275K 356
2023
Q4
$275K Sell
3,259
-422
-11% -$35.6K ﹤0.01% 287
2023
Q3
$275K Buy
3,681
+701
+24% +$52.4K ﹤0.01% 268
2023
Q2
$233K Buy
+2,980
New +$233K ﹤0.01% 268