Betterment LLC
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Betterment LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Betterment LLC’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$315K Sell
1,925
-575
-23% -$86.1K ﹤0.01% 571
2026
Q1 		$296K Buy
2,500
+223
+10% +$28.1K ﹤0.01% 536
2025
Q4 		$294K Buy
2,277
+22
+1% +$2.85K ﹤0.01% 501
2025
Q3 		$284K Sell
2,255
-93
-4% -$11K ﹤0.01% 467
2025
Q2 		$264K Buy
+2,348
New +$231K ﹤0.01% 452

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC's IGM Position: Q2 2026 in Review

Betterment LLC reduced its iShares Expanded Tech Sector ETF (IGM) stake by 23% in Q2 2026, selling an estimated $86.1K and leaving 1,925 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Betterment LLC first reported a position in IGM in Q2 2025 and has held it in 5 quarters since. 557 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Betterment LLC held 1,925 shares of iShares Expanded Tech Sector ETF worth $315K as of Q2 2026.
  • Betterment LLC sold 575 iShares Expanded Tech Sector ETF shares in Q2 2026, an estimated $86.1K.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #571 holding.
  • Betterment LLC first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 5 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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