Betterment LLC
IMCG icon

Betterment LLC’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Betterment LLC’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6M Sell
20,297
-6,770
-25% -$555K ﹤0.01% 263
2025
Q4 		$2.16M Buy
27,067
+1,794
+7% +$146K ﹤0.01% 226
2025
Q3 		$2.09M Buy
25,273
+758
+3% +$61.8K ﹤0.01% 219
2025
Q2 		$1.97M Buy
24,515
+2,363
+11% +$176K ﹤0.01% 212
2025
Q1 		$1.58M Buy
22,152
+1,003
+5% +$76.4K ﹤0.01% 219
2024
Q4 		$1.6M Buy
21,149
+3,474
+20% +$266K ﹤0.01% 220
2024
Q3 		$1.29M Buy
17,675
+1,613
+10% +$112K ﹤0.01% 212
2024
Q2 		$1.09M Buy
16,062
+6,725
+72% +$457K ﹤0.01% 210
2024
Q1 		$660K Buy
9,337
+5,741
+160% +$382K ﹤0.01% 232
2023
Q4 		$232K Buy
+3,596
New +$211K ﹤0.01% 303

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