Betterment LLC
IVW icon

Betterment LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Betterment LLC’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Sell
13,406
-1,248
-9% -$165K ﹤0.01% 258
2026
Q1 		$1.66M Sell
14,654
-141
-1% -$17K ﹤0.01% 256
2025
Q4 		$1.82M Buy
14,795
+2,543
+21% +$311K ﹤0.01% 239
2025
Q3 		$1.48M Buy
12,252
+457
+4% +$52.6K ﹤0.01% 253
2025
Q2 		$1.3M Buy
11,795
+1,551
+15% +$154K ﹤0.01% 251
2025
Q1 		$951K Buy
10,244
+543
+6% +$54.7K ﹤0.01% 260
2024
Q4 		$985K Buy
9,701
+808
+9% +$80.6K ﹤0.01% 252
2024
Q3 		$852K Buy
8,893
+144
+2% +$13.3K ﹤0.01% 252
2024
Q2 		$810K Buy
8,749
+521
+6% +$44.9K ﹤0.01% 239
2024
Q1 		$695K Sell
8,228
-4,024
-33% -$323K ﹤0.01% 229
2023
Q4 		$920K Buy
12,252
+3,841
+46% +$273K ﹤0.01% 187
2023
Q3 		$575K Buy
8,411
+1,240
+17% +$87.8K ﹤0.01% 208
2023
Q2 		$505K Sell
7,171
-1,142
-14% -$75.5K ﹤0.01% 198
2023
Q1 		$531K Buy
8,313
+1,182
+17% +$72.3K ﹤0.01% 194
2022
Q4 		$417K Buy
7,131
+1,744
+32% +$105K ﹤0.01% 200
2022
Q3 		$325K Hold
5,387
– – ﹤0.01% 200
2022
Q2 		$325K Buy
5,387
+180
+3% +$11.9K ﹤0.01% 200
2022
Q1 		$398K Buy
5,207
+45
+0.9% +$3.38K ﹤0.01% 186
2021
Q4 		$432K Buy
5,162
+1
+0% +$81 ﹤0.01% 169
2021
Q3 		$381K Hold
5,161
– – ﹤0.01% 163
2021
Q2 		$375K Buy
+5,161
New +$357K ﹤0.01% 147

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Betterment LLC's IVW Position: Q2 2026 in Review

Betterment LLC reduced its iShares S&P 500 Growth ETF (IVW) stake by 8.5% in Q2 2026, selling an estimated $165K and leaving 13,406 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Betterment LLC first reported a position in IVW in Q2 2021 and has held it in 21 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Betterment LLC held 13,406 shares of iShares S&P 500 Growth ETF worth $1.84M as of Q2 2026.
  • Betterment LLC sold 1,248 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $165K.
  • iShares S&P 500 Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #258 holding.
  • Betterment LLC first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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