Betterment LLC
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Betterment LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Betterment LLC’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
4,041
+347
+9% +$127K ﹤0.01% 285
2026
Q1 		$1.16M Buy
3,694
+1,297
+54% +$431K ﹤0.01% 304
2025
Q4 		$774K Sell
2,397
-448
-16% -$146K ﹤0.01% 335
2025
Q3 		$911K Sell
2,845
-932
-25% -$281K ﹤0.01% 300
2025
Q2 		$1.08M Sell
3,777
-120
-3% -$31.6K ﹤0.01% 272
2025
Q1 		$996K Buy
3,897
+268
+7% +$75.6K ﹤0.01% 256
2024
Q4 		$1.04M Sell
3,629
-150
-4% -$44.4K ﹤0.01% 248
2024
Q3 		$1.07M Sell
3,779
-19
-0.5% -$5.2K ﹤0.01% 229
2024
Q2 		$997K Buy
3,798
+454
+14% +$118K ﹤0.01% 219
2024
Q1 		$906K Sell
3,344
-81
-2% -$20.7K ﹤0.01% 210
2023
Q4 		$864K Buy
3,425
+465
+16% +$105K ﹤0.01% 193
2023
Q3 		$663K Buy
2,960
+410
+16% +$98.1K ﹤0.01% 198
2023
Q2 		$619K Buy
2,550
+694
+37% +$159K ﹤0.01% 186
2023
Q1 		$421K Sell
1,856
-13
-0.7% -$2.97K ﹤0.01% 211
2022
Q4 		$401K Sell
1,869
-729
-28% -$160K ﹤0.01% 206
2022
Q3 		$536K Hold
2,598
– – ﹤0.01% 172
2022
Q2 		$536K Buy
2,598
+951
+58% +$212K ﹤0.01% 172
2022
Q1 		$421K Buy
1,647
+283
+21% +$72.4K ﹤0.01% 182
2021
Q4 		$400K Buy
1,364
+382
+39% +$115K ﹤0.01% 171
2021
Q3 		$288K Sell
982
-59
-6% -$17.7K ﹤0.01% 175
2021
Q2 		$324K Sell
1,041
-85
-8% -$25.6K ﹤0.01% 150
2021
Q1 		$339K Sell
1,126
-88
-7% -$27.3K ﹤0.01% 124
2020
Q4 		$348K Sell
1,214
-289
-19% -$73.7K ﹤0.01% 116
2020
Q3 		$333K Sell
1,503
-113
-7% -$24.7K ﹤0.01% 106
2020
Q2 		$334K Sell
1,616
-179
-10% -$33.5K ﹤0.01% 107
2020
Q1 		$284K Buy
+1,795
New +$356K ﹤0.01% 102

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Betterment LLC's IWO Position: Q2 2026 in Review

Betterment LLC increased its iShares Russell 2000 Growth ETF (IWO) stake by 9.4% in Q2 2026, buying an estimated $127K and bringing the position to 4,041 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Betterment LLC first reported a position in IWO in Q1 2020 and has held it in 26 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Betterment LLC held 4,041 shares of iShares Russell 2000 Growth ETF worth $1.59M as of Q2 2026.
  • Betterment LLC bought 347 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $127K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #285 holding.
  • Betterment LLC first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.