Betterment LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $996K | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $997K | Buy |
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|
2024
Q1 | $906K | Sell |
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|
2023
Q4 | $864K | Buy |
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|
2023
Q3 | $663K | Buy |
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|
2023
Q2 | $619K | Buy |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $536K | Hold |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | $400K | Buy |
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|
2021
Q3 | $288K | Sell |
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|
2021
Q2 | $324K | Sell |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $348K | Sell |
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|
2020
Q3 | $333K | Sell |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $284K | Buy |
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