Betterment LLC’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $957K | Buy |
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|
2024
Q3 | $836K | Buy |
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|
2024
Q2 | $769K | Sell |
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|
2024
Q1 | $905K | Buy |
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|
2023
Q4 | $690K | Sell |
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|
2023
Q3 | $685K | Buy |
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|
2023
Q2 | $655K | Sell |
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|
2023
Q1 | $633K | Buy |
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|
2022
Q4 | $591K | Buy |
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|
2022
Q3 | $463K | Hold |
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|
2022
Q2 | $463K | Buy |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $363K | Buy |
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|
2021
Q3 | $236K | Buy |
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