Betterment LLC’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
2,957
+313
| +12% | +$106K | ﹤0.01% | 276 |
|
|
2025
Q1 | $811K | Buy |
2,644
+1,276
| +93% | +$391K | ﹤0.01% | 282 |
|
|
2024
Q4 | $441K | Sell |
1,368
-1,134
| -45% | -$366K | ﹤0.01% | 340 |
|
|
2024
Q3 | $787K | Buy |
2,502
+317
| +15% | +$99.7K | ﹤0.01% | 259 |
|
|
2024
Q2 | $650K | Buy |
2,185
+203
| +10% | +$60.4K | ﹤0.01% | 262 |
|
|
2024
Q1 | $571K | Buy |
1,982
+311
| +19% | +$89.6K | ﹤0.01% | 248 |
|
|
2023
Q4 | $438K | Buy |
1,671
+116
| +7% | +$30.4K | ﹤0.01% | 238 |
|
|
2023
Q3 | $365K | Buy |
1,555
+698
| +81% | +$164K | ﹤0.01% | 242 |
|
|
2023
Q2 | $209K | Sell |
857
-1,021
| -54% | -$249K | ﹤0.01% | 278 |
|
|
2023
Q1 | $423K | Buy |
1,878
+717
| +62% | +$161K | ﹤0.01% | 210 |
|
|
2022
Q4 | $244K | Sell |
1,161
-1,915
| -62% | -$402K | ﹤0.01% | 235 |
|
|
2022
Q3 | $639K | Hold |
3,076
| – | – | ﹤0.01% | 165 |
|
|
2022
Q2 | $639K | Buy |
3,076
+1,076
| +54% | +$224K | ﹤0.01% | 165 |
|
|
2022
Q1 | $500K | Buy |
2,000
+1,068
| +115% | +$267K | ﹤0.01% | 172 |
|
|
2021
Q4 | $246K | Buy |
+932
| New | +$246K | ﹤0.01% | 193 |
|
|
2021
Q2 | – | Sell |
-1,025
| Closed | -$229K | – | 164 |
|
|
2021
Q1 | $229K | Sell |
1,025
-1,342
| -57% | -$300K | ﹤0.01% | 132 |
|
|
2020
Q4 | $501K | Buy |
2,367
+641
| +37% | +$136K | ﹤0.01% | 110 |
|
|
2020
Q3 | $323K | Sell |
1,726
-942
| -35% | -$176K | ﹤0.01% | 107 |
|
|
2020
Q2 | $458K | Buy |
2,668
+12
| +0.5% | +$2.06K | ﹤0.01% | 100 |
|
|
2020
Q1 | $376K | Buy |
+2,656
| New | +$376K | ﹤0.01% | 99 |
|
|
2018
Q2 | – | Sell |
-1,360
| Closed | -$200K | – | 95 |
|
|
2018
Q1 | $200K | Buy |
+1,360
| New | +$200K | ﹤0.01% | 93 |
|