Betterment LLC’s Strive 500 ETF STRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Buy
63,998
+15,788
+33% +$633K 0.01% 193
2025
Q1
$1.74M Buy
48,210
+5,445
+13% +$196K ﹤0.01% 214
2024
Q4
$1.62M Buy
42,765
+24,131
+129% +$912K ﹤0.01% 219
2024
Q3
$686K Buy
+18,634
New +$686K ﹤0.01% 279