Betterment LLC
USRT icon

Betterment LLC’s iShares Core US REIT ETF USRT Stock Holding History

Betterment LLC’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$474K Buy
8,009
+912
+13% +$54.8K ﹤0.01% 449
2025
Q4 		$404K Sell
7,097
-1,138
-14% -$65.9K ﹤0.01% 447
2025
Q3 		$484K Sell
8,235
-2,270
-22% -$130K ﹤0.01% 394
2025
Q2 		$594K Buy
10,505
+506
+5% +$28.4K ﹤0.01% 331
2025
Q1 		$576K Buy
9,999
+394
+4% +$22.8K ﹤0.01% 319
2024
Q4 		$550K Sell
9,605
-42
-0.4% -$2.53K ﹤0.01% 311
2024
Q3 		$594K Sell
9,647
-64
-0.7% -$3.74K ﹤0.01% 294
2024
Q2 		$520K Buy
9,711
+2,479
+34% +$129K ﹤0.01% 281
2024
Q1 		$389K Sell
7,232
-136
-2% -$7.2K ﹤0.01% 284
2023
Q4 		$400K Sell
7,368
-2,327
-24% -$114K ﹤0.01% 247
2023
Q3 		$457K Buy
9,695
+2,927
+43% +$150K ﹤0.01% 222
2023
Q2 		$348K Buy
6,768
+2,317
+52% +$116K ﹤0.01% 232
2023
Q1 		$224K Buy
4,451
+298
+7% +$15.4K ﹤0.01% 254
2022
Q4 		$205K Buy
+4,153
New +$206K ﹤0.01% 249

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