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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $95.9M | Buy |
146,784
+4,977
| +4% | +$3.4M | 0.18% | 46 |
|
|
2025
Q4 | $97.1M | Sell |
141,807
-3,055
| -2% | -$2.07M | 0.19% | 43 |
|
|
2025
Q3 | $97M | Sell |
144,862
-4,828
| -3% | -$3.11M | 0.19% | 43 |
|
|
2025
Q2 | $92.9M | Sell |
149,690
-4,588
| -3% | -$2.63M | 0.2% | 43 |
|
|
2025
Q1 | $86.7M | Sell |
154,278
-4,593
| -3% | -$2.71M | 0.21% | 42 |
|
|
2024
Q4 | $93.5M | Sell |
158,871
-3,801
| -2% | -$2.25M | 0.22% | 41 |
|
|
2024
Q3 | $93.8M | Sell |
162,672
-10,010
| -6% | -$5.57M | 0.22% | 40 |
|
|
2024
Q2 | $94.5M | Buy |
172,682
+124,028
| +255% | +$65.2M | 0.24% | 38 |
|
|
2024
Q1 | $25.6M | Buy |
48,654
+31,301
| +180% | +$15.7M | 0.07% | 57 |
|
|
2023
Q4 | $8.29M | Buy |
17,353
+558
| +3% | +$250K | 0.02% | 80 |
|
|
2023
Q3 | $7.21M | Buy |
16,795
+5,711
| +52% | +$2.55M | 0.02% | 75 |
|
|
2023
Q2 | $4.94M | Buy |
11,084
+1,289
| +13% | +$543K | 0.02% | 87 |
|
|
2023
Q1 | $4.03M | Sell |
9,795
-6,805
| -41% | -$2.73M | 0.01% | 95 |
|
|
2022
Q4 | $6.38M | Buy |
16,600
+3,706
| +29% | +$1.43M | 0.02% | 76 |
|
|
2022
Q3 | $4.89M | Hold |
12,894
| – | – | 0.02% | 86 |
|
|
2022
Q2 | $4.89M | Buy |
12,894
+498
| +4% | +$205K | 0.02% | 86 |
|
|
2022
Q1 | $5.62M | Buy |
12,396
+1,814
| +17% | +$811K | 0.02% | 80 |
|
|
2021
Q4 | $5.05M | Buy |
10,582
+3,530
| +50% | +$1.63M | 0.02% | 84 |
|
|
2021
Q3 | $3.04M | Buy |
7,052
+102
| +1% | +$45.2K | 0.01% | 100 |
|
|
2021
Q2 | $2.99M | Sell |
6,950
-501
| -7% | -$210K | 0.01% | 89 |
|
|
2021
Q1 | $2.96M | Buy |
7,451
+132
| +2% | +$51.1K | 0.01% | 70 |
|
|
2020
Q4 | $2.75M | Buy |
7,319
+483
| +7% | +$172K | 0.01% | 72 |
|
|
2020
Q3 | $2.3M | Sell |
6,836
-1,014
| -13% | -$337K | 0.01% | 67 |
|
|
2020
Q2 | $2.43M | Buy |
7,850
+792
| +11% | +$233K | 0.01% | 67 |
|
|
2020
Q1 | $1.82M | Sell |
7,058
-587
| -8% | -$180K | 0.01% | 68 |
|
|
2019
Q4 | $2.47M | Sell |
7,645
-2,285
| -23% | -$707K | 0.01% | 65 |
|
|
2019
Q3 | $2.93M | Hold |
9,930
| – | – | 0.02% | 64 |
|
|
2019
Q2 | $2.93M | Buy |
9,930
+378
| +4% | +$110K | 0.02% | 64 |
|
|
2019
Q1 | $2.72M | Buy |
9,552
+1,042
| +12% | +$285K | 0.02% | 64 |
|
|
2018
Q4 | $2.14M | Buy |
8,510
+1,971
| +30% | +$535K | 0.02% | 64 |
|
|
2018
Q3 | $1.91M | Sell |
6,539
-826
| -11% | -$237K | 0.01% | 65 |
|
|
2018
Q2 | $2.01M | Sell |
7,365
-101
| -1% | -$27.5K | 0.01% | 59 |
|
|
2018
Q1 | $1.99M | Buy |
7,466
+335
| +5% | +$92.1K | 0.01% | 57 |
|
|
2017
Q4 | $1.92M | Sell |
7,131
-39
| -0.5% | -$10.2K | 0.02% | 45 |
|
|
2017
Q3 | $1.81M | Buy |
7,170
+118
| +2% | +$29.3K | 0.02% | 39 |
|
|
2017
Q2 | $1.72M | Sell |
7,052
-2
| -0% | -$483 | 0.02% | 37 |
|
|
2017
Q1 | $1.67M | Sell |
7,054
-17
| -0.2% | -$3.98K | 0.02% | 37 |
|
|
2016
Q4 | $1.59M | Sell |
7,071
-4,970
| -41% | -$1.09M | 0.02% | 36 |
|
|
2016
Q3 | $2.62M | Sell |
12,041
-214
| -2% | -$46.5K | 0.04% | 29 |
|
|
2016
Q2 | $2.58M | Buy |
12,255
+3,046
| +33% | +$635K | 0.05% | 29 |
|
|
2016
Q1 | $1.9M | Sell |
9,209
-1,979
| -18% | -$388K | 0.05% | 29 |
|
|
2015
Q4 | $2.29M | Buy |
11,188
+192
| +2% | +$39.7K | 0.07% | 29 |
|
|
2015
Q3 | $2.12M | Buy |
10,996
+4,835
| +78% | +$987K | 0.08% | 27 |
|
|
2015
Q2 | $1.28M | Buy |
6,161
+3,860
| +168% | +$817K | 0.05% | 29 |
|
|
2015
Q1 | $478K | Buy |
+2,301
| New | +$478K | 0.03% | 29 |
|
Other funds holding IVV
Betterment LLC's IVV Position: Q1 2026 in Review
Betterment LLC increased its iShares Core S&P 500 ETF (IVV) stake by 3.5% in Q1 2026, buying an estimated $3.4M and bringing the position to 146,784 shares worth $95.9M. The position accounts for 0.18% of the portfolio, ranked #46.
Betterment LLC first reported a position in IVV in Q1 2015 and has held it in 45 quarters since. The position peaked at $97.1M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Betterment LLC held 146,784 shares of iShares Core S&P 500 ETF worth $95.9M as of Q1 2026.
- Betterment LLC bought 4,977 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.4M.
- iShares Core S&P 500 ETF made up 0.18% of Betterment LLC's portfolio in Q1 2026, its #46 holding.
- Betterment LLC first reported a position in iShares Core S&P 500 ETF in Q1 2015 and has held it in 45 quarters since.
- Betterment LLC's iShares Core S&P 500 ETF position peaked at $97.1M in Q4 2025.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.