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

Betterment LLC’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$691K Buy
6,261
+468
+8% +$49.2K ﹤0.01% 418
2026
Q1 		$563K Sell
5,793
-305
-5% -$30.5K ﹤0.01% 415
2025
Q4 		$587K Sell
6,098
-79
-1% -$7.6K ﹤0.01% 371
2025
Q3 		$596K Buy
6,177
+1,460
+31% +$138K ﹤0.01% 355
2025
Q2 		$434K Sell
4,717
-141
-3% -$12.2K ﹤0.01% 379
2025
Q1 		$413K Buy
4,858
+792
+19% +$70.6K ﹤0.01% 361
2024
Q4 		$359K Buy
4,066
+37
+0.9% +$3.36K ﹤0.01% 360
2024
Q3 		$355K Buy
4,029
+99
+3% +$8.34K ﹤0.01% 348
2024
Q2 		$319K Buy
3,930
+109
+3% +$8.87K ﹤0.01% 336
2024
Q1 		$321K Buy
3,821
+224
+6% +$17.8K ﹤0.01% 304
2023
Q4 		$280K Buy
3,597
+279
+8% +$19.8K ﹤0.01% 286
2023
Q3 		$230K Buy
3,318
+209
+7% +$15.2K ﹤0.01% 286
2023
Q2 		$227K Buy
3,109
+244
+9% +$17K ﹤0.01% 270
2023
Q1 		$200K Sell
2,865
-147
-5% -$10.4K ﹤0.01% 264
2022
Q4 		$203K Buy
+3,012
New +$203K ﹤0.01% 250

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Betterment LLC's IWR Position: Q2 2026 in Review

Betterment LLC increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.1% in Q2 2026, buying an estimated $49.2K and bringing the position to 6,261 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Betterment LLC first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Betterment LLC held 6,261 shares of iShares Russell Mid-Cap ETF worth $691K as of Q2 2026.
  • Betterment LLC bought 468 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $49.2K.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #418 holding.
  • Betterment LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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