Betterment LLC
IWP icon

Betterment LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Betterment LLC’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.48M Buy
16,952
+1,477
+10% +$204K ﹤0.01% 236
2026
Q1 		$1.98M Buy
15,475
+3,967
+34% +$537K ﹤0.01% 247
2025
Q4 		$1.58M Buy
11,508
+3,465
+43% +$484K ﹤0.01% 255
2025
Q3 		$1.15M Sell
8,043
-1,268
-14% -$179K ﹤0.01% 282
2025
Q2 		$1.29M Buy
9,311
+1,971
+27% +$249K ﹤0.01% 253
2025
Q1 		$862K Buy
7,340
+2,162
+42% +$278K ﹤0.01% 272
2024
Q4 		$656K Buy
5,178
+48
+0.9% +$6.1K ﹤0.01% 292
2024
Q3 		$602K Buy
5,130
+1,158
+29% +$129K ﹤0.01% 292
2024
Q2 		$438K Buy
3,972
+1,872
+89% +$206K ﹤0.01% 301
2024
Q1 		$240K Sell
2,100
-634
-23% -$68.6K ﹤0.01% 337
2023
Q4 		$286K Buy
2,734
+382
+16% +$36.2K ﹤0.01% 284
2023
Q3 		$215K Buy
+2,352
New +$225K ﹤0.01% 295

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Betterment LLC's IWP Position: Q2 2026 in Review

Betterment LLC increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 9.5% in Q2 2026, buying an estimated $204K and bringing the position to 16,952 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Betterment LLC first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Betterment LLC held 16,952 shares of iShares Russell Mid-Cap Growth ETF worth $2.48M as of Q2 2026.
  • Betterment LLC bought 1,477 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $204K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #236 holding.
  • Betterment LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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