Betterment LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
11,795
+1,551
| +15% | +$171K | ﹤0.01% | 251 |
|
|
2025
Q1 | $951K | Buy |
10,244
+543
| +6% | +$50.4K | ﹤0.01% | 260 |
|
|
2024
Q4 | $985K | Buy |
9,701
+808
| +9% | +$82K | ﹤0.01% | 252 |
|
|
2024
Q3 | $852K | Buy |
8,893
+144
| +2% | +$13.8K | ﹤0.01% | 252 |
|
|
2024
Q2 | $810K | Buy |
8,749
+521
| +6% | +$48.2K | ﹤0.01% | 239 |
|
|
2024
Q1 | $695K | Sell |
8,228
-4,024
| -33% | -$340K | ﹤0.01% | 229 |
|
|
2023
Q4 | $920K | Buy |
12,252
+3,841
| +46% | +$288K | ﹤0.01% | 187 |
|
|
2023
Q3 | $575K | Buy |
8,411
+1,240
| +17% | +$84.8K | ﹤0.01% | 208 |
|
|
2023
Q2 | $505K | Sell |
7,171
-1,142
| -14% | -$80.4K | ﹤0.01% | 198 |
|
|
2023
Q1 | $531K | Buy |
8,313
+1,182
| +17% | +$75.5K | ﹤0.01% | 194 |
|
|
2022
Q4 | $417K | Buy |
7,131
+1,744
| +32% | +$102K | ﹤0.01% | 200 |
|
|
2022
Q3 | $325K | Hold |
5,387
| – | – | ﹤0.01% | 200 |
|
|
2022
Q2 | $325K | Buy |
5,387
+180
| +3% | +$10.9K | ﹤0.01% | 200 |
|
|
2022
Q1 | $398K | Buy |
5,207
+45
| +0.9% | +$3.44K | ﹤0.01% | 186 |
|
|
2021
Q4 | $432K | Buy |
5,162
+1
| +0% | +$84 | ﹤0.01% | 169 |
|
|
2021
Q3 | $381K | Hold |
5,161
| – | – | ﹤0.01% | 163 |
|
|
2021
Q2 | $375K | Buy |
+5,161
| New | +$375K | ﹤0.01% | 147 |
|