Betterment LLC
IWR icon

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
2025
Q2 		$434K Sell
2025
Q1 		$413K Buy
2024
Q4 		$359K Buy
2024
Q3 		$355K Buy
2024
Q2 		$319K Buy
2024
Q1 		$321K Buy
2023
Q4 		$280K Buy
2023
Q3 		$230K Buy
2023
Q2 		$227K Buy
2023
Q1 		$200K Sell
2022
Q4 		$203K Buy