Betterment LLC
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Betterment LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Betterment LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.33M Sell
5,369
-591
-10% -$152K ﹤0.01% 284
2025
Q4 		$1.47M Buy
5,960
+256
+4% +$62.9K ﹤0.01% 267
2025
Q3 		$1.38M Sell
5,704
-611
-10% -$140K ﹤0.01% 258
2025
Q2 		$1.36M Buy
6,315
+426
+7% +$85.7K ﹤0.01% 246
2025
Q1 		$1.18M Sell
5,889
-221
-4% -$47.9K ﹤0.01% 241
2024
Q4 		$1.35M Buy
6,110
+595
+11% +$136K ﹤0.01% 231
2024
Q3 		$1.22M Buy
5,515
+212
+4% +$45.4K ﹤0.01% 216
2024
Q2 		$1.08M Buy
5,303
+444
+9% +$89.7K ﹤0.01% 212
2024
Q1 		$1.02M Buy
4,859
+1,900
+64% +$379K ﹤0.01% 200
2023
Q4 		$594K Buy
2,959
+632
+27% +$113K ﹤0.01% 218
2023
Q3 		$411K Buy
2,327
+800
+52% +$150K ﹤0.01% 227
2023
Q2 		$286K Buy
+1,527
New +$272K ﹤0.01% 249
2023
Q1 		– Sell
-1,540
Closed -$269K – 270
2022
Q4 		$269K Buy
+1,540
New +$274K ﹤0.01% 230
2022
Q2 		– Sell
-1,392
Closed -$286K – 232
2022
Q1 		$286K Buy
1,392
+315
+29% +$64.3K ﹤0.01% 201
2021
Q4 		$240K Sell
1,077
-556
-34% -$126K ﹤0.01% 194
2021
Q3 		$357K Sell
1,633
-152
-9% -$33.7K ﹤0.01% 167
2021
Q2 		$409K Buy
1,785
+221
+14% +$49.7K ﹤0.01% 145
2021
Q1 		$346K Buy
1,564
+417
+36% +$91K ﹤0.01% 123
2020
Q4 		$225K Buy
+1,147
New +$201K ﹤0.01% 122

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC's IWM Position: Q1 2026 in Review

Betterment LLC reduced its iShares Russell 2000 ETF (IWM) stake by 9.9% in Q1 2026, selling an estimated $152K and leaving 5,369 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Betterment LLC first reported a position in IWM in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.47M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Betterment LLC held 5,369 shares of iShares Russell 2000 ETF worth $1.33M as of Q1 2026.
  • Betterment LLC sold 591 iShares Russell 2000 ETF shares in Q1 2026, an estimated $152K.
  • iShares Russell 2000 ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #284 holding.
  • Betterment LLC first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 19 quarters since.
  • Betterment LLC's iShares Russell 2000 ETF position peaked at $1.47M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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