ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Betterment LLC's Holding History (CIK: 0001633901)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 141,807 Value ($000) $97 Avg Close — Range —
Q3 2025
Shares 144,862 Value ($000) $97 Avg Close — Range —
Q2 2025
Shares 149,690 Value ($000) $93 Avg Close — Range —
Q1 2025
Shares 154,278 Value ($000) $87 Avg Close — Range —
Q4 2024
Shares 158,871 Value ($000) $94 Avg Close — Range —
Q3 2024
Shares 162,672 Value ($000) $94 Avg Close — Range —
Q2 2024
Shares 172,682 Value ($000) $94 Avg Close — Range —
Q1 2024
Shares 48,654 Value ($000) $26 Avg Close — Range —
Q4 2023
Shares 17,353 Value ($000) $8 Avg Close — Range —
Q3 2023
Shares 16,795 Value ($000) $7 Avg Close — Range —
Q2 2023
Shares 11,084 Value ($000) $5 Avg Close — Range —
Q1 2023
Shares 9,795 Value ($000) $4 Avg Close — Range —
Q4 2022
Shares 16,600 Value ($000) $6 Avg Close — Range —
Q3 2022
Shares 12,894 Value ($000) $4,889 Avg Close — Range —
Q2 2022
Shares 12,894 Value ($000) $4,889 Avg Close — Range —
Q1 2022
Shares 12,396 Value ($000) $5,624 Avg Close — Range —
Q4 2021
Shares 10,582 Value ($000) $5,048 Avg Close — Range —
Q3 2021
Shares 7,052 Value ($000) $3,038 Avg Close — Range —
Q2 2021
Shares 6,950 Value ($000) $2,988 Avg Close — Range —
Q1 2021
Shares 7,451 Value ($000) $2,964 Avg Close — Range —
Q4 2020
Shares 7,319 Value ($000) $2,747 Avg Close — Range —
Q3 2020
Shares 6,836 Value ($000) $2,297 Avg Close — Range —
Q2 2020
Shares 7,850 Value ($000) $2,431 Avg Close — Range —
Q1 2020
Shares 7,058 Value ($000) $1,824 Avg Close — Range —
Q4 2019
Shares 7,645 Value ($000) $2,471 Avg Close — Range —
Q3 2019
Shares 9,930 Value ($000) $2,927 Avg Close — Range —
Q2 2019
Shares 9,930 Value ($000) $2,927 Avg Close — Range —
Q1 2019
Shares 9,552 Value ($000) $2,718 Avg Close — Range —
Q4 2018
Shares 8,510 Value ($000) $2,141 Avg Close — Range —
Q3 2018
Shares 6,539 Value ($000) $1,914 Avg Close — Range —
Q2 2018
Shares 7,365 Value ($000) $2,011 Avg Close — Range —
Q1 2018
Shares 7,466 Value ($000) $1,988 Avg Close — Range —
Q4 2017
Shares 7,131 Value ($000) $1,917 Avg Close — Range —
Q3 2017
Shares 7,170 Value ($000) $1,814 Avg Close — Range —
Q2 2017
Shares 7,052 Value ($000) $1,717 Avg Close — Range —
Q1 2017
Shares 7,054 Value ($000) $1,674 Avg Close — Range —
Q4 2016
Shares 7,071 Value ($000) $1,591 Avg Close — Range —
Q3 2016
Shares 12,041 Value ($000) $2,620 Avg Close — Range —
Q2 2016
Shares 12,255 Value ($000) $2,580 Avg Close — Range —
Q1 2016
Shares 9,209 Value ($000) $1,903 Avg Close — Range —
Q4 2015
Shares 11,188 Value ($000) $2,292 Avg Close — Range —
Q3 2015
Shares 10,996 Value ($000) $2,119 Avg Close — Range —
Q2 2015
Shares 6,161 Value ($000) $1,276 Avg Close — Range —
Q1 2015
Shares 2,301 Value ($000) $478 Avg Close — Range —