Betterment LLC
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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
2025
Q2 		$302K Sell
2025
Q1 		$349K Sell
2024
Q4 		$402K Buy
2024
Q3 		$352K Buy
2024
Q2 		$320K Sell
2024
Q1 		$521K Buy
2023
Q4 		$378K Buy
2023
Q3 		$301K Buy
2023
Q2 		$307K Buy