Betterment LLC’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
1,741
-747
| -30% | -$130K | ﹤0.01% | 430 |
|
|
2025
Q1 | $349K | Sell |
2,488
-32
| -1% | -$4.49K | ﹤0.01% | 379 |
|
|
2024
Q4 | $402K | Buy |
2,520
+199
| +9% | +$31.7K | ﹤0.01% | 352 |
|
|
2024
Q3 | $352K | Buy |
2,321
+197
| +9% | +$29.9K | ﹤0.01% | 350 |
|
|
2024
Q2 | $320K | Sell |
2,124
-1,735
| -45% | -$261K | ﹤0.01% | 335 |
|
|
2024
Q1 | $521K | Buy |
3,859
+780
| +25% | +$105K | ﹤0.01% | 258 |
|
|
2023
Q4 | $378K | Buy |
3,079
+208
| +7% | +$25.5K | ﹤0.01% | 255 |
|
|
2023
Q3 | $301K | Buy |
2,871
+50
| +2% | +$5.24K | ﹤0.01% | 256 |
|
|
2023
Q2 | $307K | Buy |
+2,821
| New | +$307K | ﹤0.01% | 244 |
|