Betterment LLC
IWF icon

Betterment LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Betterment LLC’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.55M Buy
23,880
+1,000
+4% +$114K ﹤0.01% 221
2025
Q4 		$2.71M Sell
22,880
-3,564
-13% -$422K 0.01% 207
2025
Q3 		$3.1M Sell
26,444
-1,836
-6% -$204K 0.01% 192
2025
Q2 		$3M Buy
28,280
+1,296
+5% +$124K 0.01% 186
2025
Q1 		$2.44M Buy
26,984
+372
+1% +$36.7K 0.01% 191
2024
Q4 		$2.67M Sell
26,612
-188
-0.7% -$18.5K 0.01% 178
2024
Q3 		$2.52M Buy
26,800
+2,144
+9% +$194K 0.01% 165
2024
Q2 		$2.25M Buy
24,656
+10,160
+70% +$867K 0.01% 163
2024
Q1 		$1.22M Sell
14,496
-636
-4% -$51.2K ﹤0.01% 186
2023
Q4 		$1.15M Buy
15,132
+4,288
+40% +$303K ﹤0.01% 165
2023
Q3 		$721K Buy
10,844
+4,604
+74% +$318K ﹤0.01% 187
2023
Q2 		$429K Buy
+6,240
New +$397K ﹤0.01% 208
2021
Q4 		– Sell
-4,464
Closed -$306K – 203
2021
Q3 		$306K Buy
4,464
+400
+10% +$28.3K ﹤0.01% 173
2021
Q2 		$276K Sell
4,064
-416
-9% -$26.8K ﹤0.01% 155
2021
Q1 		$272K Buy
+4,480
New +$273K ﹤0.01% 129

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC's IWF Position: Q1 2026 in Review

Betterment LLC increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q1 2026, buying an estimated $114K and bringing the position to 23,880 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Betterment LLC first reported a position in IWF in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.1M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Betterment LLC held 23,880 shares of iShares Russell 1000 Growth ETF worth $2.55M as of Q1 2026.
  • Betterment LLC bought 1,000 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $114K.
  • iShares Russell 1000 Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #221 holding.
  • Betterment LLC first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 15 quarters since.
  • Betterment LLC's iShares Russell 1000 Growth ETF position peaked at $3.1M in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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