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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.15M Sell
2025
Q2
$1.29M Buy
2025
Q1
$862K Buy
2024
Q4
$656K Buy
2024
Q3
$602K Buy
2024
Q2
$438K Buy
2024
Q1
$240K Sell
2023
Q4
$286K Buy
2023
Q3
$215K Buy