Betterment LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
3,777
-120
| -3% | -$34.3K | ﹤0.01% | 272 |
|
|
2025
Q1 | $996K | Buy |
3,897
+268
| +7% | +$68.5K | ﹤0.01% | 256 |
|
|
2024
Q4 | $1.04M | Sell |
3,629
-150
| -4% | -$43.2K | ﹤0.01% | 248 |
|
|
2024
Q3 | $1.07M | Sell |
3,779
-19
| -0.5% | -$5.4K | ﹤0.01% | 229 |
|
|
2024
Q2 | $997K | Buy |
3,798
+454
| +14% | +$119K | ﹤0.01% | 219 |
|
|
2024
Q1 | $906K | Sell |
3,344
-81
| -2% | -$21.9K | ﹤0.01% | 210 |
|
|
2023
Q4 | $864K | Buy |
3,425
+465
| +16% | +$117K | ﹤0.01% | 193 |
|
|
2023
Q3 | $663K | Buy |
2,960
+410
| +16% | +$91.8K | ﹤0.01% | 198 |
|
|
2023
Q2 | $619K | Buy |
2,550
+694
| +37% | +$168K | ﹤0.01% | 186 |
|
|
2023
Q1 | $421K | Sell |
1,856
-13
| -0.7% | -$2.95K | ﹤0.01% | 211 |
|
|
2022
Q4 | $401K | Sell |
1,869
-729
| -28% | -$156K | ﹤0.01% | 206 |
|
|
2022
Q3 | $536K | Hold |
2,598
| – | – | ﹤0.01% | 172 |
|
|
2022
Q2 | $536K | Buy |
2,598
+951
| +58% | +$196K | ﹤0.01% | 172 |
|
|
2022
Q1 | $421K | Buy |
1,647
+283
| +21% | +$72.3K | ﹤0.01% | 182 |
|
|
2021
Q4 | $400K | Buy |
1,364
+382
| +39% | +$112K | ﹤0.01% | 171 |
|
|
2021
Q3 | $288K | Sell |
982
-59
| -6% | -$17.3K | ﹤0.01% | 175 |
|
|
2021
Q2 | $324K | Sell |
1,041
-85
| -8% | -$26.5K | ﹤0.01% | 150 |
|
|
2021
Q1 | $339K | Sell |
1,126
-88
| -7% | -$26.5K | ﹤0.01% | 124 |
|
|
2020
Q4 | $348K | Sell |
1,214
-289
| -19% | -$82.8K | ﹤0.01% | 116 |
|
|
2020
Q3 | $333K | Sell |
1,503
-113
| -7% | -$25K | ﹤0.01% | 106 |
|
|
2020
Q2 | $334K | Sell |
1,616
-179
| -10% | -$37K | ﹤0.01% | 107 |
|
|
2020
Q1 | $284K | Buy |
+1,795
| New | +$284K | ﹤0.01% | 102 |
|