Betterment LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217M | Sell |
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|
2025
Q1 | $216M | Sell |
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|
2024
Q4 | $232M | Sell |
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|
2024
Q3 | $245M | Sell |
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|
2024
Q2 | $231M | Sell |
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|
2024
Q1 | $248M | Sell |
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|
2023
Q4 | $241M | Sell |
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|
2023
Q3 | $227M | Sell |
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|
2023
Q2 | $240M | Sell |
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|
2023
Q1 | $235M | Buy |
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|
2022
Q4 | $218M | Sell |
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|
2022
Q3 | $223M | Hold |
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|
2022
Q2 | $223M | Buy |
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|
2022
Q1 | $236M | Buy |
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|
2021
Q4 | $231M | Sell |
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|
2021
Q3 | $217M | Buy |
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|
2021
Q2 | $209M | Sell |
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|
2021
Q1 | $205M | Sell |
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|
2020
Q4 | $190M | Sell |
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|
2020
Q3 | $163M | Sell |
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|
2020
Q2 | $154M | Sell |
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|
2020
Q1 | $206M | Buy |
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|
2019
Q4 | $117M | Sell |
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|
2019
Q3 | $111M | Hold |
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|
2019
Q2 | $111M | Buy |
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|
2019
Q1 | $101M | Buy |
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|
2018
Q4 | $88.4M | Buy |
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|
2018
Q3 | $68.5M | Sell |
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|
2018
Q2 | $69M | Buy |
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|
2018
Q1 | $63.8M | Buy |
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|
2017
Q4 | $49.8M | Sell |
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|
2017
Q3 | $48.4M | Buy |
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|
2017
Q2 | $46.7M | Sell |
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|
2017
Q1 | $46.9M | Sell |
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|
2016
Q4 | $47.2M | Buy |
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|
2016
Q3 | $42.3M | Sell |
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|
2016
Q2 | $41.5M | Buy |
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|
2016
Q1 | $38.7M | Buy |
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|
2015
Q4 | $36.1M | Buy |
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|
2015
Q3 | $33.2M | Buy |
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|
2015
Q2 | $28.1M | Sell |
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|
2015
Q1 | $28.7M | Sell |
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|
2014
Q4 | $29M | Buy |
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