Ownership history in Betterment LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in iShares (FALN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,131,975 | -686,906 | -37.8% | 0.06% | $31.4M | $26.90 |
| 2025 Q2 | ADDED | 1,818,881 | +184,079 | +11.3% | 0.11% | $49.4M | $25.88 |
| 2025 Q1 | ADDED | 1,634,802 | +443,659 | +37.2% | 0.10% | $43.8M | $25.13 |
| 2024 Q4 | ADDED | 1,191,143 | +215,394 | +22.1% | 0.08% | $31.8M | $24.79 |
| 2024 Q3 | ADDED | 975,749 | +492,025 | +101.7% | 0.06% | $26.7M | $24.86 |
| 2024 Q2 | ADDED | 483,724 | +216,731 | +81.2% | 0.03% | $12.7M | $23.45 |
| 2024 Q1 | ADDED | 266,993 | +56,109 | +26.6% | 0.02% | $7.2M | $23.65 |
| 2023 Q4 | REDUCED | 210,884 | -11,052 | -5.0% | 0.02% | $5.6M | $23.02 |
| 2023 Q3 | REDUCED | 221,936 | -56,755 | -20.4% | 0.02% | $5.5M | $21.22 |
| 2023 Q2 | REDUCED | 278,691 | -71,670 | -20.5% | 0.02% | $7.1M | $21.39 |
As of 2025 Q4 — sorted by position size