ISHARES TR

Ticker: MTUM CUSIP: 46432F396 Class: MSCI USA MMENTM

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 6,952 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 6,513 Value ($000) $2 Avg Close — Range —
Q2 2025
Shares 7,231 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 5,438 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 16,882 Value ($000) $3 Avg Close — Range —
Q3 2024
Shares 17,237 Value ($000) $3 Avg Close — Range —
Q2 2024
Shares 18,649 Value ($000) $4 Avg Close — Range —
Q1 2024
Shares 18,162 Value ($000) $3 Avg Close — Range —
Q4 2023
Shares 18,331 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 20,833 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 18,171 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 15,474 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 12,347 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 10,472 Value ($000) $1,428 Avg Close — Range —
Q2 2022
Shares 10,472 Value ($000) $1,428 Avg Close — Range —
Q1 2022
Shares 8,975 Value ($000) $1,510 Avg Close — Range —
Q4 2021
Shares 7,310 Value ($000) $1,329 Avg Close — Range —
Q3 2021
Shares 5,960 Value ($000) $1,047 Avg Close — Range —
Q2 2021
Shares 2,616 Value ($000) $454 Avg Close — Range —
Q1 2021
Shares 2,189 Value ($000) $352 Avg Close — Range —