Betterment LLC
IDLV icon

Betterment LLC’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Betterment LLC’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$925K Buy
26,817
+6,744
+34% +$236K ﹤0.01% 368
2026
Q1 		$692K Buy
20,073
+8,519
+74% +$299K ﹤0.01% 380
2025
Q4 		$392K Buy
+11,554
New +$388K ﹤0.01% 452

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WMWM
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Betterment LLC's IDLV Position: Q2 2026 in Review

Betterment LLC increased its Invesco S&P International Developed Low Volatility ETF (IDLV) stake by 34% in Q2 2026, buying an estimated $236K and bringing the position to 26,817 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Betterment LLC first reported a position in IDLV in Q4 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

  • Betterment LLC held 26,817 shares of Invesco S&P International Developed Low Volatility ETF worth $925K as of Q2 2026.
  • Betterment LLC bought 6,744 Invesco S&P International Developed Low Volatility ETF shares in Q2 2026, an estimated $236K.
  • Invesco S&P International Developed Low Volatility ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #368 holding.
  • Betterment LLC first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.