Betterment LLC’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
1,007
-154
| -13% | -$54K | ﹤0.01% | 407 |
|
|
2025
Q1 | $369K | Sell |
1,161
-1,703
| -59% | -$541K | ﹤0.01% | 376 |
|
|
2024
Q4 | $957K | Buy |
2,864
+304
| +12% | +$102K | ﹤0.01% | 255 |
|
|
2024
Q3 | $836K | Buy |
2,560
+68
| +3% | +$22.2K | ﹤0.01% | 256 |
|
|
2024
Q2 | $769K | Sell |
2,492
-524
| -17% | -$162K | ﹤0.01% | 244 |
|
|
2024
Q1 | $905K | Buy |
3,016
+494
| +20% | +$148K | ﹤0.01% | 212 |
|
|
2023
Q4 | $690K | Sell |
2,522
-273
| -10% | -$74.7K | ﹤0.01% | 210 |
|
|
2023
Q3 | $685K | Buy |
2,795
+223
| +9% | +$54.7K | ﹤0.01% | 195 |
|
|
2023
Q2 | $655K | Sell |
2,572
-115
| -4% | -$29.3K | ﹤0.01% | 180 |
|
|
2023
Q1 | $633K | Buy |
2,687
+8
| +0.3% | +$1.89K | ﹤0.01% | 183 |
|
|
2022
Q4 | $591K | Buy |
2,679
+547
| +26% | +$121K | ﹤0.01% | 175 |
|
|
2022
Q3 | $463K | Hold |
2,132
| – | – | ﹤0.01% | 179 |
|
|
2022
Q2 | $463K | Buy |
2,132
+133
| +7% | +$28.9K | ﹤0.01% | 179 |
|
|
2022
Q1 | $524K | Buy |
1,999
+691
| +53% | +$181K | ﹤0.01% | 170 |
|
|
2021
Q4 | $363K | Buy |
1,308
+382
| +41% | +$106K | ﹤0.01% | 177 |
|
|
2021
Q3 | $236K | Buy |
+926
| New | +$236K | ﹤0.01% | 181 |
|