Betterment LLC
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Betterment LLC’s iShares Russell 1000 ETF IWB Stock Holding History

Betterment LLC’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Sell
3,572
-386
-10% -$144K ﹤0.01% 289
2025
Q4 		$1.48M Buy
3,958
+1,418
+56% +$525K ﹤0.01% 264
2025
Q3 		$928K Sell
2,540
-417
-14% -$147K ﹤0.01% 297
2025
Q2 		$1M Buy
2,957
+313
+12% +$98.3K ﹤0.01% 276
2025
Q1 		$811K Buy
2,644
+1,276
+93% +$413K ﹤0.01% 282
2024
Q4 		$441K Sell
1,368
-1,134
-45% -$367K ﹤0.01% 340
2024
Q3 		$787K Buy
2,502
+317
+15% +$96K ﹤0.01% 259
2024
Q2 		$650K Buy
2,185
+203
+10% +$58.3K ﹤0.01% 262
2024
Q1 		$571K Buy
1,982
+311
+19% +$85.2K ﹤0.01% 248
2023
Q4 		$438K Buy
1,671
+116
+7% +$28.4K ﹤0.01% 238
2023
Q3 		$365K Buy
1,555
+698
+81% +$171K ﹤0.01% 242
2023
Q2 		$209K Sell
857
-1,021
-54% -$235K ﹤0.01% 278
2023
Q1 		$423K Buy
1,878
+717
+62% +$158K ﹤0.01% 210
2022
Q4 		$244K Sell
1,161
-1,915
-62% -$405K ﹤0.01% 235
2022
Q3 		$639K Hold
3,076
– – ﹤0.01% 165
2022
Q2 		$639K Buy
3,076
+1,076
+54% +$243K ﹤0.01% 165
2022
Q1 		$500K Buy
2,000
+1,068
+115% +$264K ﹤0.01% 172
2021
Q4 		$246K Buy
+932
New +$240K ﹤0.01% 193
2021
Q2 		– Sell
-1,025
Closed -$229K – 164
2021
Q1 		$229K Sell
1,025
-1,342
-57% -$294K ﹤0.01% 132
2020
Q4 		$501K Buy
2,367
+641
+37% +$128K ﹤0.01% 110
2020
Q3 		$323K Sell
1,726
-942
-35% -$174K ﹤0.01% 107
2020
Q2 		$458K Buy
2,668
+12
+0.5% +$1.94K ﹤0.01% 100
2020
Q1 		$376K Buy
+2,656
New +$449K ﹤0.01% 99
2018
Q2 		– Sell
-1,360
Closed -$200K – 95
2018
Q1 		$200K Buy
+1,360
New +$207K ﹤0.01% 93

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Betterment LLC's IWB Position: Q1 2026 in Review

Betterment LLC reduced its iShares Russell 1000 ETF (IWB) stake by 9.8% in Q1 2026, selling an estimated $144K and leaving 3,572 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Betterment LLC first reported a position in IWB in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.48M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Betterment LLC held 3,572 shares of iShares Russell 1000 ETF worth $1.27M as of Q1 2026.
  • Betterment LLC sold 386 iShares Russell 1000 ETF shares in Q1 2026, an estimated $144K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #289 holding.
  • Betterment LLC first reported a position in iShares Russell 1000 ETF in Q1 2018 and has held it in 24 quarters since.
  • Betterment LLC's iShares Russell 1000 ETF position peaked at $1.48M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.