Betterment LLC’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76M | Sell |
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|
2025
Q1 | $76.6M | Sell |
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|
2024
Q4 | $79.4M | Sell |
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|
2024
Q3 | $84.3M | Sell |
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|
2024
Q2 | $79.3M | Sell |
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|
2024
Q1 | $83.4M | Sell |
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|
2023
Q4 | $80.2M | Sell |
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|
2023
Q3 | $73M | Sell |
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|
2023
Q2 | $78.2M | Sell |
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|
2023
Q1 | $75.7M | Sell |
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|
2022
Q4 | $73.7M | Sell |
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|
2022
Q3 | $73.2M | Hold |
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|
2022
Q2 | $73.2M | Sell |
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|
2022
Q1 | $85.2M | Sell |
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|
2021
Q4 | $88.1M | Sell |
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|
2021
Q3 | $83.8M | Sell |
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|
2021
Q2 | $87.1M | Sell |
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|
2021
Q1 | $86.4M | Sell |
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|
2020
Q4 | $83.2M | Sell |
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|
2020
Q3 | $76M | Sell |
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|
2020
Q2 | $78.5M | Sell |
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|
2020
Q1 | $87.4M | Sell |
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|
2019
Q4 | $132M | Sell |
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|
2019
Q3 | $130M | Hold |
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|
2019
Q2 | $130M | Sell |
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|
2019
Q1 | $133M | Sell |
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|
2018
Q4 | $125M | Sell |
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|
2018
Q3 | $145M | Sell |
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|
2018
Q2 | $179M | Buy |
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|
2018
Q1 | $178M | Buy |
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|
2017
Q4 | $162M | Sell |
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|
2017
Q3 | $157M | Sell |
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|
2017
Q2 | $156M | Buy |
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|
2017
Q1 | $154M | Sell |
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|
2016
Q4 | $153M | Sell |
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|
2016
Q3 | $144M | Buy |
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|
2016
Q2 | $132M | Buy |
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|
2016
Q1 | $125M | Buy |
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|
2015
Q4 | $111M | Buy |
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|
2015
Q3 | $96.3M | Buy |
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|
2015
Q2 | $93.6M | Buy |
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|
2015
Q1 | $89.5M | Sell |
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|
2014
Q4 | $90.8M | Buy |
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