Betterment LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Betterment LLC’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.59M	Sell	15,810 -4,047	-20%	-$1.14M	0.01%	180
2026 Q1	$4.94M	Sell	19,857 -2,004	-9%	-$531K	0.01%	175
2025 Q4	$6.05M	Sell	21,861 -729	-3%	-$202K	0.01%	153
2025 Q3	$6.18M	Sell	22,590 -1,070	-5%	-$277K	0.01%	149
2025 Q2	$5.83M	Buy	23,660 +3,196	+16%	+$711K	0.01%	148
2025 Q1	$4.32M	Buy	20,464 +1,921	+10%	+$442K	0.01%	151
2024 Q4	$4.36M	Buy	18,543 +4,796	+35%	+$1.1M	0.01%	143
2024 Q3	$3.02M	Buy	13,747 +1,321	+11%	+$281K	0.01%	152
2024 Q2	$2.67M	Buy	12,426 +2,202	+22%	+$439K	0.01%	148
2024 Q1	$2M	Buy	10,224 +2,294	+29%	+$429K	0.01%	149
2023 Q4	$1.39M	Buy	7,930 +3,252	+70%	+$534K	﹤0.01%	150
2023 Q3	$720K	Buy	4,678 +2,543	+119%	+$406K	﹤0.01%	188
2023 Q2	$339K	Buy	2,135 +194	+10%	+$28.3K	﹤0.01%	237
2023 Q1	$270K	Buy	1,941 +199	+11%	+$25.8K	﹤0.01%	237
2022 Q4	$210K	Buy	+1,742	New	+$217K	﹤0.01%	246

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC's IWY Position: Q2 2026 in Review

Betterment LLC reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 20% in Q2 2026, selling an estimated $1.14M and leaving 15,810 shares worth $4.59M. The position accounts for 0.01% of the portfolio, ranked #180.

Betterment LLC first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.18M in Q3 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Betterment LLC held 15,810 shares of iShares Russell Top 200 Growth ETF worth $4.59M as of Q2 2026.
Betterment LLC sold 4,047 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.14M.
iShares Russell Top 200 Growth ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #180 holding.
Betterment LLC first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Betterment LLC's iShares Russell Top 200 Growth ETF position peaked at $6.18M in Q3 2025.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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