Betterment LLC’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.9M | Sell |
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|
2025
Q1 | $86.7M | Sell |
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|
2024
Q4 | $93.5M | Sell |
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|
2024
Q3 | $93.8M | Sell |
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|
2024
Q2 | $94.5M | Buy |
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|
2024
Q1 | $25.6M | Buy |
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|
2023
Q4 | $8.29M | Buy |
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|
2023
Q3 | $7.21M | Buy |
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|
2023
Q2 | $4.94M | Buy |
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|
2023
Q1 | $4.03M | Sell |
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|
2022
Q4 | $6.38M | Buy |
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|
2022
Q3 | $4.89M | Hold |
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|
2022
Q2 | $4.89M | Buy |
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|
2022
Q1 | $5.62M | Buy |
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|
2021
Q4 | $5.05M | Buy |
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|
2021
Q3 | $3.04M | Buy |
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|
2021
Q2 | $2.99M | Sell |
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|
2021
Q1 | $2.96M | Buy |
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|
2020
Q4 | $2.75M | Buy |
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|
2020
Q3 | $2.3M | Sell |
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|
2020
Q2 | $2.43M | Buy |
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|
2020
Q1 | $1.82M | Sell |
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|
2019
Q4 | $2.47M | Sell |
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|
2019
Q3 | $2.93M | Hold |
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|
2019
Q2 | $2.93M | Buy |
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|
2019
Q1 | $2.72M | Buy |
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|
2018
Q4 | $2.14M | Buy |
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|
2018
Q3 | $1.91M | Sell |
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|
2018
Q2 | $2.01M | Sell |
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|
2018
Q1 | $1.99M | Buy |
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|
2017
Q4 | $1.92M | Sell |
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|
2017
Q3 | $1.81M | Buy |
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|
2017
Q2 | $1.72M | Sell |
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|
2017
Q1 | $1.67M | Sell |
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|
2016
Q4 | $1.59M | Sell |
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|
2016
Q3 | $2.62M | Sell |
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|
2016
Q2 | $2.58M | Buy |
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|
2016
Q1 | $1.9M | Sell |
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|
2015
Q4 | $2.29M | Buy |
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|
2015
Q3 | $2.12M | Buy |
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|
2015
Q2 | $1.28M | Buy |
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|
2015
Q1 | $478K | Buy |
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