Betterment LLC
IUSG icon

Betterment LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Betterment LLC’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$958K Sell
5,093
-747
-13% -$135K ﹤0.01% 355
2026
Q1 		$906K Buy
5,840
+283
+5% +$46.6K ﹤0.01% 340
2025
Q4 		$933K Buy
5,557
+5
+0.1% +$834 ﹤0.01% 308
2025
Q3 		$914K Buy
5,552
+314
+6% +$49.3K ﹤0.01% 298
2025
Q2 		$788K Sell
5,238
-535
-9% -$72.5K ﹤0.01% 293
2025
Q1 		$734K Buy
5,773
+260
+5% +$36K ﹤0.01% 295
2024
Q4 		$768K Sell
5,513
-434
-7% -$59.6K ﹤0.01% 276
2024
Q3 		$784K Sell
5,947
-387
-6% -$49.2K ﹤0.01% 260
2024
Q2 		$807K Buy
6,334
+1,013
+19% +$121K ﹤0.01% 242
2024
Q1 		$624K Buy
5,321
+959
+22% +$107K ﹤0.01% 239
2023
Q4 		$454K Buy
4,362
+117
+3% +$11.5K ﹤0.01% 234
2023
Q3 		$403K Buy
4,245
+631
+17% +$61.9K ﹤0.01% 231
2023
Q2 		$353K Buy
3,614
+237
+7% +$21.7K ﹤0.01% 229
2023
Q1 		$300K Buy
+3,377
New +$288K ﹤0.01% 233

Other funds holding IUSG

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Betterment LLC's IUSG Position: Q2 2026 in Review

Betterment LLC reduced its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q2 2026, selling an estimated $135K and leaving 5,093 shares worth $958K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Betterment LLC first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Betterment LLC held 5,093 shares of iShares Core S&P US Growth ETF worth $958K as of Q2 2026.
  • Betterment LLC sold 747 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $135K.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #355 holding.
  • Betterment LLC first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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