Betterment LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
23,660
+3,196
| +16% | +$788K | 0.01% | 148 |
|
|
2025
Q1 | $4.32M | Buy |
20,464
+1,921
| +10% | +$405K | 0.01% | 151 |
|
|
2024
Q4 | $4.36M | Buy |
18,543
+4,796
| +35% | +$1.13M | 0.01% | 143 |
|
|
2024
Q3 | $3.03M | Buy |
13,747
+1,321
| +11% | +$291K | 0.01% | 152 |
|
|
2024
Q2 | $2.67M | Buy |
12,426
+2,202
| +22% | +$472K | 0.01% | 148 |
|
|
2024
Q1 | $2M | Buy |
10,224
+2,294
| +29% | +$448K | 0.01% | 149 |
|
|
2023
Q4 | $1.39M | Buy |
7,930
+3,252
| +70% | +$570K | ﹤0.01% | 150 |
|
|
2023
Q3 | $720K | Buy |
4,678
+2,543
| +119% | +$391K | ﹤0.01% | 188 |
|
|
2023
Q2 | $339K | Buy |
2,135
+194
| +10% | +$30.8K | ﹤0.01% | 237 |
|
|
2023
Q1 | $270K | Buy |
1,941
+199
| +11% | +$27.7K | ﹤0.01% | 237 |
|
|
2022
Q4 | $210K | Buy |
+1,742
| New | +$210K | ﹤0.01% | 246 |
|