News + Filings Holdings
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Betterment LLC
> IWS
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWS | 2,180,954 | -32,094 | 239,556,000 | 4,530,000 | $109.84 |
| 03/31/2023 | iSHARES TRUST | IWS | 2,213,048 | 16,593 | 235,026,000 | 11,932,000 | $106.20 |
| 09/30/2022 | iSHARES TRUST | IWS | 2,196,455 | 0 | 223,094,000 | 0 | $101.57 |
| 06/30/2022 | iSHARES TRUST | IWS | 2,196,455 | 221,441 | 223,094,000 | -13,197,000 | $101.57 |
| 03/31/2022 | iSHARES TRUST | IWS | 1,975,014 | 86,091 | 236,291,000 | 5,125,000 | $119.64 |
| 12/31/2021 | iSHARES TRUST | IWS | 1,888,923 | -26,665 | 231,166,000 | 14,226,000 | $122.38 |
| 09/30/2021 | iSHARES TRUST | IWS | 1,915,588 | 36,176 | 216,940,000 | 11,520,000 | $113.25 |
| 03/31/2021 | iSHARES TRUST | IWS | 1,879,412 | -80,436 | 205,420,000 | 15,393,000 | $109.30 |
| 12/31/2020 | iSHARES TRUST | IWS | 1,959,848 | -53,661 | 190,027,000 | 27,255,000 | $96.96 |
| 09/30/2020 | iSHARES TRUST | IWS | 2,013,509 | -453 | 162,772,000 | 8,643,000 | $80.84 |
| 06/30/2020 | iSHARES TRUST | IWS | 2,013,962 | -1,202,925 | 154,129,000 | -52,041,000 | $76.53 |
| 03/31/2020 | iSHARES TRUST | IWS | 3,216,887 | 1,982,787 | 206,170,000 | 89,214,000 | $64.09 |
| 12/31/2019 | iSHARES TRUST | IWS | 1,234,100 | -10,826 | 116,956,000 | 5,996,000 | $94.77 |
| 09/30/2019 | iSHARES TRUST | IWS | 1,244,926 | 0 | 110,960,000 | 0 | $89.13 |
| 06/30/2019 | iSHARES TRUST | IWS | 1,244,926 | 81,704 | 110,960,000 | 9,923,000 | $89.13 |
| 03/31/2019 | iSHARES TRUST | IWS | 1,163,222 | 5,028 | 101,037,000 | 12,609,000 | $86.86 |
| 12/31/2018 | iSHARES TRUST | IWS | 1,158,194 | 399,086 | 88,428,000 | 19,911,000 | $76.35 |
| 09/30/2018 | iSHARES TRUST | IWS | 759,108 | -20,365 | 68,517,000 | -459,000 | $90.26 |
| 06/30/2018 | iSHARES TRUST | IWS | 779,473 | 44,784 | 68,976,000 | 5,183,000 | $88.49 |
| 03/31/2018 | iSHARES TRUST | IWS | 734,689 | 176,443 | 63,793,000 | 14,025,000 | $86.83 |
| 12/31/2017 | iSHARES TRUST | IWS | 558,246 | -11,715 | 49,768,000 | 1,361,000 | $89.15 |
| 09/30/2017 | iSHARES TRUST | IWS | 569,961 | 14,466 | 48,407,000 | 1,695,000 | $84.93 |
| 06/30/2017 | iSHARES TRUST | IWS | 555,495 | -9,250 | 46,712,000 | -156,000 | $84.09 |
| 03/31/2017 | iSHARES TRUST | IWS | 564,745 | -21,771 | 46,868,000 | -305,000 | $82.99 |
| 12/31/2016 | iSHARES TRUST | IWS | 586,516 | 35,717 | 47,173,000 | 4,888,000 | $80.43 |
| 09/30/2016 | iSHARES TRUST | IWS | 550,799 | -8,459 | 42,285,000 | 738,000 | $76.77 |
| 06/30/2016 | iSHARES TRUST | IWS | 559,258 | 13,002 | 41,547,000 | 2,801,000 | $74.29 |
| 03/31/2016 | iSHARES TRUST | IWS | 546,256 | 546,256 | 38,746,000 | 38,746,000 | $70.93 |
| 12/31/2015 | iSHARES TRUST | IWS | 525,379 | 30,744 | 36,073,000 | 2,888,000 | $68.66 |
| 09/30/2015 | iSHARES TRUST | IWS | 494,635 | 113,809 | 33,185,000 | 5,095,000 | $67.09 |
| 06/30/2015 | iSHARES TRUST | IWS | 380,826 | -1,176 | 28,090,000 | -659,000 | $73.76 |
| 03/31/2015 | iSHARES TRUST | IWS | 382,002 | -11,180 | 28,749,000 | -252,000 | $75.26 |
| 12/31/2014 | iSHARES TRUST | IWS | 393,182 | 393,182 | 29,001,000 | 29,001,000 | $73.76 |
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