Betterment LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
4,717
-141
| -3% | -$13K | ﹤0.01% | 379 |
|
|
2025
Q1 | $413K | Buy |
4,858
+792
| +19% | +$67.3K | ﹤0.01% | 361 |
|
|
2024
Q4 | $359K | Buy |
4,066
+37
| +0.9% | +$3.27K | ﹤0.01% | 360 |
|
|
2024
Q3 | $355K | Buy |
4,029
+99
| +3% | +$8.72K | ﹤0.01% | 348 |
|
|
2024
Q2 | $319K | Buy |
3,930
+109
| +3% | +$8.85K | ﹤0.01% | 336 |
|
|
2024
Q1 | $321K | Buy |
3,821
+224
| +6% | +$18.8K | ﹤0.01% | 304 |
|
|
2023
Q4 | $280K | Buy |
3,597
+279
| +8% | +$21.7K | ﹤0.01% | 286 |
|
|
2023
Q3 | $230K | Buy |
3,318
+209
| +7% | +$14.5K | ﹤0.01% | 286 |
|
|
2023
Q2 | $227K | Buy |
3,109
+244
| +9% | +$17.8K | ﹤0.01% | 270 |
|
|
2023
Q1 | $200K | Sell |
2,865
-147
| -5% | -$10.3K | ﹤0.01% | 264 |
|
|
2022
Q4 | $203K | Buy |
+3,012
| New | +$203K | ﹤0.01% | 250 |
|