Betterment LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
9,311
+1,971
| +27% | +$273K | ﹤0.01% | 253 |
|
|
2025
Q1 | $862K | Buy |
7,340
+2,162
| +42% | +$254K | ﹤0.01% | 272 |
|
|
2024
Q4 | $656K | Buy |
5,178
+48
| +0.9% | +$6.08K | ﹤0.01% | 292 |
|
|
2024
Q3 | $602K | Buy |
5,130
+1,158
| +29% | +$136K | ﹤0.01% | 292 |
|
|
2024
Q2 | $438K | Buy |
3,972
+1,872
| +89% | +$206K | ﹤0.01% | 301 |
|
|
2024
Q1 | $240K | Sell |
2,100
-634
| -23% | -$72.5K | ﹤0.01% | 337 |
|
|
2023
Q4 | $286K | Buy |
2,734
+382
| +16% | +$40K | ﹤0.01% | 284 |
|
|
2023
Q3 | $215K | Buy |
+2,352
| New | +$215K | ﹤0.01% | 295 |
|