Betterment LLC’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
1,371
-4,349
| -76% | -$1.32M | ﹤0.01% | 390 |
|
|
2025
Q1 | $1.55M | Sell |
5,720
-296
| -5% | -$80.2K | ﹤0.01% | 222 |
|
|
2024
Q4 | $1.74M | Buy |
6,016
+2,020
| +51% | +$584K | ﹤0.01% | 215 |
|
|
2024
Q3 | $1.11M | Buy |
3,996
+1,260
| +46% | +$349K | ﹤0.01% | 223 |
|
|
2024
Q2 | $723K | Buy |
+2,736
| New | +$723K | ﹤0.01% | 250 |
|
|
2024
Q1 | – | Sell |
-2,300
| Closed | -$514K | – | 359 |
|
|
2023
Q4 | $514K | Buy |
+2,300
| New | +$514K | ﹤0.01% | 228 |
|
|
2023
Q3 | – | Sell |
-974
| Closed | -$202K | – | 299 |
|
|
2023
Q2 | $202K | Buy |
+974
| New | +$202K | ﹤0.01% | 280 |
|