Betterment LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

Betterment LLC’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$128M	Sell	672,519 -23,358	-3%	-$4.52M	0.24%	38
2025 Q4	$126M	Sell	695,877 -22,498	-3%	-$4.04M	0.24%	40
2025 Q3	$127M	Sell	718,375 -29,908	-4%	-$5.05M	0.25%	38
2025 Q2	$118M	Sell	748,283 -46,190	-6%	-$6.88M	0.25%	37
2025 Q1	$120M	Sell	794,473 -34,603	-4%	-$5.59M	0.28%	35
2024 Q4	$136M	Sell	829,076 -40,655	-5%	-$6.94M	0.32%	33
2024 Q3	$145M	Sell	869,731 -23,774	-3%	-$3.86M	0.35%	31
2024 Q2	$136M	Sell	893,505 -39,495	-4%	-$6.04M	0.35%	32
2024 Q1	$148M	Sell	933,000 -45,758	-5%	-$6.93M	0.4%	32
2023 Q4	$152M	Sell	978,758 -79,943	-8%	-$11.1M	0.44%	29
2023 Q3	$144M	Sell	1,058,701 -13,140	-1%	-$1.88M	0.45%	28
2023 Q2	$151M	Sell	1,071,841 -94,319	-8%	-$12.8M	0.47%	27
2023 Q1	$160M	Buy	1,166,160 +57,924	+5%	+$8.39M	0.52%	26
2022 Q4	$154M	Sell	1,108,236 -151,789	-12%	-$21.4M	0.53%	26
2022 Q3	$172M	Hold	1,260,025	–	–	0.61%	25
2022 Q2	$172M	Buy	1,260,025 +100,967	+9%	+$15M	0.61%	25
2022 Q1	$187M	Buy	1,159,058 +31,515	+3%	+$5.02M	0.6%	24
2021 Q4	$187M	Buy	1,127,543 +1,747	+0.2%	+$291K	0.58%	24
2021 Q3	$180M	Buy	1,125,796 +71,668	+7%	+$11.5M	0.6%	25
2021 Q2	$175M	Sell	1,054,128 -54,936	-5%	-$9.06M	0.6%	23
2021 Q1	$177M	Sell	1,109,064 -52,286	-5%	-$7.9M	0.67%	20
2020 Q4	$153M	Sell	1,161,350 -40,746	-3%	-$4.81M	0.64%	22
2020 Q3	$119M	Buy	1,202,096 +10,144	+0.9%	+$1.03M	0.59%	23
2020 Q2	$116M	Sell	1,191,952 -864,606	-42%	-$78.7M	0.62%	23
2020 Q1	$169M	Buy	2,056,558 +1,227,226	+148%	+$138M	1.05%	20
2019 Q4	$107M	Buy	829,332 +21,906	+3%	+$2.71M	0.55%	23
2019 Q3	$97.3M	Hold	807,426	–	–	0.55%	23
2019 Q2	$97.3M	Buy	807,426 +62,543	+8%	+$7.55M	0.55%	23
2019 Q1	$89.3M	Sell	744,883 -9,758	-1%	-$1.17M	0.54%	23
2018 Q4	$81.2M	Buy	754,641 +239,267	+46%	+$28.8M	0.57%	22
2018 Q3	$68.5M	Sell	515,374 -17,977	-3%	-$2.42M	0.45%	20
2018 Q2	$70.4M	Buy	533,351 +5,450	+1%	+$702K	0.5%	20
2018 Q1	$65.5M	Buy	527,901 +118,893	+29%	+$14.9M	0.48%	21
2017 Q4	$51.4M	Sell	409,008 -9,479	-2%	-$1.18M	0.41%	20
2017 Q3	$51.9M	Buy	418,487 +34,137	+9%	+$4.02M	0.47%	20
2017 Q2	$45.7M	Buy	384,350 +11,767	+3%	+$1.38M	0.48%	21
2017 Q1	$44M	Buy	372,583 +12,832	+4%	+$1.52M	0.53%	21
2016 Q4	$42.8M	Buy	359,751 +20,874	+6%	+$2.31M	0.63%	20
2016 Q3	$35.5M	Sell	338,877 -1,658	-0.5%	-$170K	0.6%	19
2016 Q2	$33.1M	Buy	340,535 +8,790	+3%	+$837K	0.68%	19
2016 Q1	$30.9M	Sell	331,745 -15,001	-4%	-$1.3M	0.77%	19
2015 Q4	$31.9M	Buy	346,746 +26,006	+8%	+$2.47M	0.98%	18
2015 Q3	$28.9M	Buy	320,740 +92,408	+40%	+$8.87M	1.1%	18
2015 Q2	$23.3M	Sell	228,332 -9,773	-4%	-$1.01M	1%	18
2015 Q1	$24.6M	Sell	238,105 -9,230	-4%	-$931K	1.42%	16
2014 Q4	$25.1M	Buy	+247,335	New	+$24.2M	2.2%	14

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Betterment LLC's IWN Position: Q1 2026 in Review

Betterment LLC reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.4% in Q1 2026, selling an estimated $4.52M and leaving 672,519 shares worth $128M. The position accounts for 0.24% of the portfolio, ranked #38.

Betterment LLC first reported a position in IWN in Q4 2014 and has held it in 46 quarters since. The position peaked at $187M in Q4 2021. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Betterment LLC held 672,519 shares of iShares Russell 2000 Value ETF worth $128M as of Q1 2026.
Betterment LLC sold 23,358 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $4.52M.
iShares Russell 2000 Value ETF made up 0.24% of Betterment LLC's portfolio in Q1 2026, its #38 holding.
Betterment LLC first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and has held it in 46 quarters since.
Betterment LLC's iShares Russell 2000 Value ETF position peaked at $187M in Q4 2021.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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