Betterment LLC
IYW icon

Betterment LLC’s iShares US Technology ETF IYW Stock Holding History

Betterment LLC’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448K Buy
1,776
+4
+0.2% +$919 ﹤0.01% 508
2026
Q1 		$321K Buy
1,772
+175
+11% +$33.8K ﹤0.01% 523
2025
Q4 		$319K Sell
1,597
-90
-5% -$18K ﹤0.01% 482
2025
Q3 		$330K Sell
1,687
-54
-3% -$9.88K ﹤0.01% 444
2025
Q2 		$302K Sell
1,741
-747
-30% -$113K ﹤0.01% 430
2025
Q1 		$349K Sell
2,488
-32
-1% -$4.98K ﹤0.01% 379
2024
Q4 		$402K Buy
2,520
+199
+9% +$31.5K ﹤0.01% 352
2024
Q3 		$352K Buy
2,321
+197
+9% +$29K ﹤0.01% 350
2024
Q2 		$320K Sell
2,124
-1,735
-45% -$240K ﹤0.01% 335
2024
Q1 		$521K Buy
3,859
+780
+25% +$102K ﹤0.01% 258
2023
Q4 		$378K Buy
3,079
+208
+7% +$23.6K ﹤0.01% 255
2023
Q3 		$301K Buy
2,871
+50
+2% +$5.44K ﹤0.01% 256
2023
Q2 		$307K Buy
+2,821
New +$277K ﹤0.01% 244

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Betterment LLC's IYW Position: Q2 2026 in Review

Betterment LLC increased its iShares US Technology ETF (IYW) stake by 0.23% in Q2 2026, buying an estimated $919 and bringing the position to 1,776 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Betterment LLC first reported a position in IYW in Q2 2023 and has held it in 13 quarters since. The position peaked at $521K in Q1 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Betterment LLC held 1,776 shares of iShares US Technology ETF worth $448K as of Q2 2026.
  • Betterment LLC bought 4 iShares US Technology ETF shares in Q2 2026, an estimated $919.
  • iShares US Technology ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #508 holding.
  • Betterment LLC first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 13 quarters since.
  • Betterment LLC's iShares US Technology ETF position peaked at $521K in Q1 2024.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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