Betterment LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $840K | Buy |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $662K | Buy |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $426K | Sell |
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|
2021
Q1 | $413K | Buy |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $393K | Sell |
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|
2019
Q3 | $368K | Hold |
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|
2019
Q2 | $368K | Buy |
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|
2019
Q1 | $230K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $106K | Buy |
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