Betterment LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
5,885
+180
| +3% | +$35K | ﹤0.01% | 265 |
|
|
2025
Q1 | $1.07M | Sell |
5,705
-32
| -0.6% | -$6.02K | ﹤0.01% | 249 |
|
|
2024
Q4 | $1.06M | Buy |
5,737
+124
| +2% | +$23K | ﹤0.01% | 244 |
|
|
2024
Q3 | $1.07M | Buy |
5,613
+796
| +17% | +$151K | ﹤0.01% | 231 |
|
|
2024
Q2 | $840K | Buy |
4,817
+1,542
| +47% | +$269K | ﹤0.01% | 236 |
|
|
2024
Q1 | $587K | Sell |
3,275
-733
| -18% | -$131K | ﹤0.01% | 244 |
|
|
2023
Q4 | $662K | Buy |
4,008
+470
| +13% | +$77.6K | ﹤0.01% | 212 |
|
|
2023
Q3 | $537K | Buy |
3,538
+1,350
| +62% | +$205K | ﹤0.01% | 211 |
|
|
2023
Q2 | $345K | Buy |
2,188
+803
| +58% | +$127K | ﹤0.01% | 234 |
|
|
2023
Q1 | $211K | Buy |
+1,385
| New | +$211K | ﹤0.01% | 259 |
|
|
2022
Q2 | – | Sell |
-1,383
| Closed | -$230K | – | 231 |
|
|
2022
Q1 | $230K | Sell |
1,383
-30
| -2% | -$4.99K | ﹤0.01% | 215 |
|
|
2021
Q4 | $237K | Sell |
1,413
-1,322
| -48% | -$222K | ﹤0.01% | 195 |
|
|
2021
Q3 | $428K | Buy |
2,735
+50
| +2% | +$7.82K | ﹤0.01% | 159 |
|
|
2021
Q2 | $426K | Sell |
2,685
-41
| -2% | -$6.51K | ﹤0.01% | 144 |
|
|
2021
Q1 | $413K | Buy |
2,726
+1,237
| +83% | +$187K | ﹤0.01% | 118 |
|
|
2020
Q4 | $204K | Buy |
+1,489
| New | +$204K | ﹤0.01% | 125 |
|
|
2020
Q1 | – | Sell |
-2,883
| Closed | -$393K | – | 114 |
|
|
2019
Q4 | $393K | Sell |
2,883
-7
| -0.2% | -$954 | ﹤0.01% | 97 |
|
|
2019
Q3 | $368K | Hold |
2,890
| – | – | ﹤0.01% | 96 |
|
|
2019
Q2 | $368K | Buy |
2,890
+1,025
| +55% | +$131K | ﹤0.01% | 96 |
|
|
2019
Q1 | $230K | Buy |
+1,865
| New | +$230K | ﹤0.01% | 104 |
|
|
2015
Q1 | – | Sell |
-1,011
| Closed | -$106K | – | 34 |
|
|
2014
Q4 | $106K | Buy |
+1,011
| New | +$106K | 0.01% | 29 |
|