Betterment LLC
IWD icon

Betterment LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Betterment LLC’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$698K Buy
2,880
+272
+10% +$63.4K ﹤0.01% 413
2026
Q1 		$557K Sell
2,608
-436
-14% -$95.5K ﹤0.01% 417
2025
Q4 		$640K Sell
3,044
-1,552
-34% -$321K ﹤0.01% 361
2025
Q3 		$936K Sell
4,596
-1,289
-22% -$256K ﹤0.01% 296
2025
Q2 		$1.14M Buy
5,885
+180
+3% +$33.3K ﹤0.01% 265
2025
Q1 		$1.07M Sell
5,705
-32
-0.6% -$6.09K ﹤0.01% 249
2024
Q4 		$1.06M Buy
5,737
+124
+2% +$23.8K ﹤0.01% 244
2024
Q3 		$1.06M Buy
5,613
+796
+17% +$145K ﹤0.01% 231
2024
Q2 		$840K Buy
4,817
+1,542
+47% +$270K ﹤0.01% 236
2024
Q1 		$587K Sell
3,275
-733
-18% -$124K ﹤0.01% 244
2023
Q4 		$662K Buy
4,008
+470
+13% +$72.6K ﹤0.01% 212
2023
Q3 		$537K Buy
3,538
+1,350
+62% +$214K ﹤0.01% 211
2023
Q2 		$345K Buy
2,188
+803
+58% +$123K ﹤0.01% 234
2023
Q1 		$211K Buy
+1,385
New +$214K ﹤0.01% 259
2022
Q2 		– Sell
-1,383
Closed -$230K – 231
2022
Q1 		$230K Sell
1,383
-30
-2% -$4.93K ﹤0.01% 215
2021
Q4 		$237K Sell
1,413
-1,322
-48% -$217K ﹤0.01% 195
2021
Q3 		$428K Buy
2,735
+50
+2% +$8.02K ﹤0.01% 159
2021
Q2 		$426K Sell
2,685
-41
-2% -$6.49K ﹤0.01% 144
2021
Q1 		$413K Buy
2,726
+1,237
+83% +$179K ﹤0.01% 118
2020
Q4 		$204K Buy
+1,489
New +$191K ﹤0.01% 125
2020
Q1 		– Sell
-2,883
Closed -$393K – 114
2019
Q4 		$393K Sell
2,883
-7
-0.2% -$923 ﹤0.01% 97
2019
Q3 		$368K Hold
2,890
– – ﹤0.01% 96
2019
Q2 		$368K Buy
2,890
+1,025
+55% +$128K ﹤0.01% 96
2019
Q1 		$230K Buy
+1,865
New +$224K ﹤0.01% 104
2015
Q1 		– Sell
-1,011
Closed -$106K – 34
2014
Q4 		$106K Buy
+1,011
New +$103K 0.01% 29

Other funds holding IWD

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Betterment LLC's IWD Position: Q2 2026 in Review

Betterment LLC increased its iShares Russell 1000 Value ETF (IWD) stake by 10% in Q2 2026, buying an estimated $63.4K and bringing the position to 2,880 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Betterment LLC first reported a position in IWD in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.14M in Q2 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Betterment LLC held 2,880 shares of iShares Russell 1000 Value ETF worth $698K as of Q2 2026.
  • Betterment LLC bought 272 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $63.4K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #413 holding.
  • Betterment LLC first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 25 quarters since.
  • Betterment LLC's iShares Russell 1000 Value ETF position peaked at $1.14M in Q2 2025.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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