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Well Done LLC’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Well Done LLC’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.27M Buy
52,860
+3,130
+6% +$558K 1.25% 17
2026
Q1 		$8.16M Buy
49,730
+2,860
+6% +$500K 1.2% 18
2025
Q4 		$8.41M Buy
46,870
+4,764
+11% +$837K 1.26% 17
2025
Q3 		$7.45M Buy
42,106
+4,876
+13% +$849K 1.27% 14
2025
Q2 		$6.3M Sell
37,230
-360
-1% -$53.2K 1.18% 17
2025
Q1 		$5.42M Buy
37,590
+786
+2% +$117K 0.98% 21
2024
Q4 		$4.73M Hold
36,804
– – 0.87% 28
2024
Q3 		$4.73M Buy
+36,804
New +$4.55M 0.86% 28
2023
Q3 		– Sell
-43,169
Closed -$3.92M – 165
2023
Q2 		$3.92M Sell
43,169
-1,089
-2% -$97.5K 0.83% 31
2023
Q1 		$4.06M Buy
44,258
+1,824
+4% +$180K 0.88% 29
2022
Q4 		$4.08M Buy
42,434
+6,262
+17% +$600K 0.88% 28
2022
Q3 		$3.09M Buy
36,172
+3,414
+10% +$312K 0.76% 30
2022
Q2 		$2.75M Buy
32,758
+4,224
+15% +$380K 0.61% 36
2022
Q1 		$2.85M Buy
28,534
+9,597
+51% +$1.01M 0.57% 35
2021
Q4 		$2.09M Buy
18,937
+2,561
+16% +$284K 0.42% 43
2021
Q3 		$1.71M Buy
16,376
+1,271
+8% +$134K 0.38% 43
2021
Q2 		$1.54M Buy
+15,105
New +$1.49M 0.34% 49
2020
Q2 		– Sell
-10,423
Closed -$534K – 152
2020
Q1 		$534K Buy
10,423
+180
+2% +$11.6K 0.16% 77
2019
Q4 		$702K Sell
10,243
-311
-3% -$20.5K 0.16% 86
2019
Q3 		$679K Buy
10,554
+210
+2% +$13.6K 0.17% 75
2019
Q2 		$653K Buy
10,344
+824
+9% +$51.4K 0.15% 79
2019
Q1 		$560K Buy
9,520
+7,094
+292% +$425K 0.14% 90
2018
Q4 		$136K Buy
+2,426
New +$145K 0.04% 166
2018
Q2 		– Sell
-647
Closed -$42K – 298
2018
Q1 		$42K Buy
+647
New +$42.7K 0.01% 241
2016
Q1 		– Sell
-6,973
Closed -$290K – 86
2015
Q4 		$290K Buy
+6,973
New +$288K 0.1% 67

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Well Done LLC's IAI Position: Q2 2026 in Review

Well Done LLC increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 6.3% in Q2 2026, buying an estimated $558K and bringing the position to 52,860 shares worth $9.27M. The position accounts for 1.25% of the portfolio, ranked #17.

Well Done LLC first reported a position in IAI in Q4 2015 and has held it in 25 quarters since. 191 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Well Done LLC held 52,860 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $9.27M as of Q2 2026.
  • Well Done LLC bought 3,130 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $558K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 1.25% of Well Done LLC's portfolio in Q2 2026, its #17 holding.
  • Well Done LLC first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2015 and has held it in 25 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.