Betterment LLC
IWV icon

Betterment LLC’s iShares Russell 3000 ETF IWV Stock Holding History

Betterment LLC’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$712K Buy
1,669
+395
+31% +$163K ﹤0.01% 411
2026
Q1 		$472K Buy
1,274
+75
+6% +$29K ﹤0.01% 450
2025
Q4 		$464K Buy
1,199
+58
+5% +$22.3K ﹤0.01% 420
2025
Q3 		$432K Buy
1,141
+134
+13% +$48.9K ﹤0.01% 410
2025
Q2 		$353K Sell
1,007
-154
-13% -$50K ﹤0.01% 407
2025
Q1 		$369K Sell
1,161
-1,703
-59% -$571K ﹤0.01% 376
2024
Q4 		$957K Buy
2,864
+304
+12% +$102K ﹤0.01% 255
2024
Q3 		$836K Buy
2,560
+68
+3% +$21.4K ﹤0.01% 256
2024
Q2 		$769K Sell
2,492
-524
-17% -$156K ﹤0.01% 244
2024
Q1 		$905K Buy
3,016
+494
+20% +$141K ﹤0.01% 212
2023
Q4 		$690K Sell
2,522
-273
-10% -$69.6K ﹤0.01% 210
2023
Q3 		$685K Buy
2,795
+223
+9% +$57K ﹤0.01% 195
2023
Q2 		$655K Sell
2,572
-115
-4% -$27.7K ﹤0.01% 180
2023
Q1 		$633K Buy
2,687
+8
+0.3% +$1.85K ﹤0.01% 183
2022
Q4 		$591K Buy
2,679
+547
+26% +$122K ﹤0.01% 175
2022
Q3 		$463K Hold
2,132
– – ﹤0.01% 179
2022
Q2 		$463K Buy
2,132
+133
+7% +$31.5K ﹤0.01% 179
2022
Q1 		$524K Buy
1,999
+691
+53% +$179K ﹤0.01% 170
2021
Q4 		$363K Buy
1,308
+382
+41% +$103K ﹤0.01% 177
2021
Q3 		$236K Buy
+926
New +$242K ﹤0.01% 181

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC's IWV Position: Q2 2026 in Review

Betterment LLC increased its iShares Russell 3000 ETF (IWV) stake by 31% in Q2 2026, buying an estimated $163K and bringing the position to 1,669 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Betterment LLC first reported a position in IWV in Q3 2021 and has held it in 20 quarters since. The position peaked at $957K in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Betterment LLC held 1,669 shares of iShares Russell 3000 ETF worth $712K as of Q2 2026.
  • Betterment LLC bought 395 iShares Russell 3000 ETF shares in Q2 2026, an estimated $163K.
  • iShares Russell 3000 ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #411 holding.
  • Betterment LLC first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 20 quarters since.
  • Betterment LLC's iShares Russell 3000 ETF position peaked at $957K in Q4 2024.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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