Betterment LLC’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.38M | Sell |
|
|||||
|
2025
Q2 | $1.36M | Buy |
|
|||||
|
2025
Q1 | $1.18M | Sell |
|
|||||
|
2024
Q4 | $1.35M | Buy |
|
|||||
|
2024
Q3 | $1.22M | Buy |
|
|||||
|
2024
Q2 | $1.08M | Buy |
|
|||||
|
2024
Q1 | $1.02M | Buy |
|
|||||
|
2023
Q4 | $594K | Buy |
|
|||||
|
2023
Q3 | $411K | Buy |
|
|||||
|
2023
Q2 | $286K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $269K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $286K | Buy |
|
|||||
|
2021
Q4 | $240K | Sell |
|
|||||
|
2021
Q3 | $357K | Sell |
|
|||||
|
2021
Q2 | $409K | Buy |
|
|||||
|
2021
Q1 | $346K | Buy |
|
|||||
|
2020
Q4 | $225K | Buy |
|