ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 1,550,556 Value ($000) $219 Avg Close — Range —
Q3 2025
Shares 1,594,763 Value ($000) $223 Avg Close — Range —
Q2 2025
Shares 1,639,610 Value ($000) $217 Avg Close — Range —
Q1 2025
Shares 1,710,860 Value ($000) $216 Avg Close — Range —
Q4 2024
Shares 1,795,205 Value ($000) $232 Avg Close — Range —
Q3 2024
Shares 1,855,311 Value ($000) $245 Avg Close — Range —
Q2 2024
Shares 1,911,224 Value ($000) $231 Avg Close — Range —
Q1 2024
Shares 1,978,662 Value ($000) $248 Avg Close — Range —
Q4 2023
Shares 2,074,631 Value ($000) $241 Avg Close — Range —
Q3 2023
Shares 2,173,187 Value ($000) $227 Avg Close — Range —
Q2 2023
Shares 2,180,954 Value ($000) $240 Avg Close — Range —
Q1 2023
Shares 2,213,048 Value ($000) $235 Avg Close — Range —
Q4 2022
Shares 2,070,592 Value ($000) $218 Avg Close — Range —
Q3 2022
Shares 2,196,455 Value ($000) $223,094 Avg Close — Range —
Q2 2022
Shares 2,196,455 Value ($000) $223,094 Avg Close — Range —
Q1 2022
Shares 1,975,014 Value ($000) $236,291 Avg Close — Range —
Q4 2021
Shares 1,888,923 Value ($000) $231,166 Avg Close — Range —
Q3 2021
Shares 1,915,588 Value ($000) $216,940 Avg Close — Range —
Q2 2021
Shares 1,821,826 Value ($000) $209,474 Avg Close — Range —
Q1 2021
Shares 1,879,412 Value ($000) $205,420 Avg Close — Range —
Q4 2020
Shares 1,959,848 Value ($000) $190,027 Avg Close — Range —
Q3 2020
Shares 2,013,509 Value ($000) $162,772 Avg Close — Range —
Q2 2020
Shares 2,013,962 Value ($000) $154,129 Avg Close — Range —
Q1 2020
Shares 3,216,887 Value ($000) $206,170 Avg Close — Range —
Q4 2019
Shares 1,234,100 Value ($000) $116,956 Avg Close — Range —
Q3 2019
Shares 1,244,926 Value ($000) $110,960 Avg Close — Range —
Q2 2019
Shares 1,244,926 Value ($000) $110,960 Avg Close — Range —
Q1 2019
Shares 1,163,222 Value ($000) $101,037 Avg Close — Range —
Q4 2018
Shares 1,158,194 Value ($000) $88,428 Avg Close — Range —
Q3 2018
Shares 759,108 Value ($000) $68,517 Avg Close — Range —
Q2 2018
Shares 779,473 Value ($000) $68,976 Avg Close — Range —
Q1 2018
Shares 734,689 Value ($000) $63,793 Avg Close — Range —
Q4 2017
Shares 558,246 Value ($000) $49,768 Avg Close — Range —
Q3 2017
Shares 569,961 Value ($000) $48,407 Avg Close — Range —
Q2 2017
Shares 555,495 Value ($000) $46,712 Avg Close — Range —
Q1 2017
Shares 564,745 Value ($000) $46,868 Avg Close — Range —
Q4 2016
Shares 586,516 Value ($000) $47,173 Avg Close — Range —
Q3 2016
Shares 550,799 Value ($000) $42,285 Avg Close — Range —
Q2 2016
Shares 559,258 Value ($000) $41,547 Avg Close — Range —
Q1 2016
Shares 546,256 Value ($000) $38,746 Avg Close — Range —
Q4 2015
Shares 525,379 Value ($000) $36,073 Avg Close — Range —
Q3 2015
Shares 494,635 Value ($000) $33,185 Avg Close — Range —
Q2 2015
Shares 380,826 Value ($000) $28,090 Avg Close — Range —
Q1 2015
Shares 382,002 Value ($000) $28,749 Avg Close — Range —
Q4 2014
Shares 393,182 Value ($000) $29,001 Avg Close — Range —