Betterment LLC
IWS icon

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

Betterment LLC’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$216M Sell
1,478,807
-71,749
-5% -$10.6M 0.41% 33
2025
Q4 		$219M Sell
1,550,556
-44,207
-3% -$6.18M 0.42% 31
2025
Q3 		$223M Sell
1,594,763
-44,847
-3% -$6.13M 0.44% 30
2025
Q2 		$217M Sell
1,639,610
-71,250
-4% -$8.94M 0.46% 29
2025
Q1 		$216M Sell
1,710,860
-84,345
-5% -$11M 0.51% 29
2024
Q4 		$232M Sell
1,795,205
-60,106
-3% -$8.05M 0.55% 27
2024
Q3 		$245M Sell
1,855,311
-55,913
-3% -$7.07M 0.59% 27
2024
Q2 		$231M Sell
1,911,224
-67,438
-3% -$8.2M 0.6% 27
2024
Q1 		$248M Sell
1,978,662
-95,969
-5% -$11.3M 0.67% 25
2023
Q4 		$241M Sell
2,074,631
-98,556
-5% -$10.5M 0.69% 23
2023
Q3 		$227M Sell
2,173,187
-7,767
-0.4% -$856K 0.72% 23
2023
Q2 		$240M Sell
2,180,954
-32,094
-1% -$3.38M 0.74% 23
2023
Q1 		$235M Buy
2,213,048
+142,456
+7% +$15.5M 0.76% 22
2022
Q4 		$218M Sell
2,070,592
-125,863
-6% -$13.2M 0.75% 22
2022
Q3 		$223M Hold
2,196,455
– – 0.8% 20
2022
Q2 		$223M Buy
2,196,455
+221,441
+11% +$24.8M 0.8% 20
2022
Q1 		$236M Buy
1,975,014
+86,091
+5% +$10.1M 0.75% 22
2021
Q4 		$231M Sell
1,888,923
-26,665
-1% -$3.18M 0.72% 22
2021
Q3 		$217M Buy
1,915,588
+93,762
+5% +$10.9M 0.73% 19
2021
Q2 		$209M Sell
1,821,826
-57,586
-3% -$6.6M 0.71% 18
2021
Q1 		$205M Sell
1,879,412
-80,436
-4% -$8.38M 0.77% 18
2020
Q4 		$190M Sell
1,959,848
-53,661
-3% -$4.84M 0.8% 19
2020
Q3 		$163M Sell
2,013,509
-453
-0% -$36.7K 0.8% 19
2020
Q2 		$154M Sell
2,013,962
-1,202,925
-37% -$87.6M 0.82% 20
2020
Q1 		$206M Buy
3,216,887
+1,982,787
+161% +$170M 1.28% 17
2019
Q4 		$117M Sell
1,234,100
-10,826
-0.9% -$989K 0.6% 19
2019
Q3 		$111M Hold
1,244,926
– – 0.63% 21
2019
Q2 		$111M Buy
1,244,926
+81,704
+7% +$7.18M 0.63% 21
2019
Q1 		$101M Buy
1,163,222
+5,028
+0.4% +$424K 0.61% 21
2018
Q4 		$88.4M Buy
1,158,194
+399,086
+53% +$33.4M 0.62% 21
2018
Q3 		$68.5M Sell
759,108
-20,365
-3% -$1.84M 0.45% 21
2018
Q2 		$69M Buy
779,473
+44,784
+6% +$3.94M 0.49% 21
2018
Q1 		$63.8M Buy
734,689
+176,443
+32% +$15.6M 0.46% 22
2017
Q4 		$49.8M Sell
558,246
-11,715
-2% -$1.02M 0.4% 21
2017
Q3 		$48.4M Buy
569,961
+14,466
+3% +$1.21M 0.44% 21
2017
Q2 		$46.7M Sell
555,495
-9,250
-2% -$770K 0.49% 20
2017
Q1 		$46.9M Sell
564,745
-21,771
-4% -$1.8M 0.56% 20
2016
Q4 		$47.2M Buy
586,516
+35,717
+6% +$2.78M 0.7% 19
2016
Q3 		$42.3M Sell
550,799
-8,459
-2% -$645K 0.71% 18
2016
Q2 		$41.5M Buy
559,258
+13,002
+2% +$942K 0.85% 17
2016
Q1 		$38.7M Buy
546,256
+20,877
+4% +$1.38M 0.96% 17
2015
Q4 		$36.1M Buy
525,379
+30,744
+6% +$2.16M 1.11% 17
2015
Q3 		$33.2M Buy
494,635
+113,809
+30% +$8.09M 1.26% 17
2015
Q2 		$28.1M Sell
380,826
-1,176
-0.3% -$88.6K 1.21% 15
2015
Q1 		$28.7M Sell
382,002
-11,180
-3% -$834K 1.66% 14
2014
Q4 		$29M Buy
+393,182
New +$28.3M 2.54% 10

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Betterment LLC's IWS Position: Q1 2026 in Review

Betterment LLC reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.6% in Q1 2026, selling an estimated $10.6M and leaving 1,478,807 shares worth $216M. The position accounts for 0.41% of the portfolio, ranked #33.

Betterment LLC first reported a position in IWS in Q4 2014 and has held it in 46 quarters since. The position peaked at $248M in Q1 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Betterment LLC held 1,478,807 shares of iShares Russell Mid-Cap Value ETF worth $216M as of Q1 2026.
  • Betterment LLC sold 71,749 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $10.6M.
  • iShares Russell Mid-Cap Value ETF made up 0.41% of Betterment LLC's portfolio in Q1 2026, its #33 holding.
  • Betterment LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and has held it in 46 quarters since.
  • Betterment LLC's iShares Russell Mid-Cap Value ETF position peaked at $248M in Q1 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.