Well Done LLC’s iShares US Insurance ETF IAK Stock Holding History

Well Done LLC’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-52,458	Closed	-$7.14M	–	202
2025 Q4	$7.14M	Buy	52,458 +7,181	+16%	+$951K	1.07%	23
2025 Q3	$6.07M	Buy	45,277 +3,287	+8%	+$430K	1.03%	26
2025 Q2	$5.65M	Buy	41,990 +4,263	+11%	+$566K	1.06%	25
2025 Q1	$4.77M	Buy	37,727 +1,437	+4%	+$188K	0.87%	27
2024 Q4	$4.68M	Hold	36,290	–	–	0.86%	29
2024 Q3	$4.68M	Sell	36,290 -3,691	-9%	-$450K	0.86%	29
2024 Q2	$4.51M	Hold	39,981	–	–	0.94%	26
2024 Q1	$4.69M	Sell	39,981 -2,093	-5%	-$228K	0.92%	26
2023 Q4	$4.21M	Sell	42,074 -3,112	-7%	-$300K	0.82%	29
2023 Q3	$4.14M	Sell	45,186 -965	-2%	-$87.7K	0.92%	27
2023 Q2	$4.06M	Sell	46,151 -967	-2%	-$83.5K	0.86%	28
2023 Q1	$4.03M	Buy	47,118 +1,439	+3%	+$131K	0.87%	33
2022 Q4	$4.18M	Buy	45,679 +6,859	+18%	+$612K	0.9%	26
2022 Q3	$3.07M	Buy	38,820 +4,979	+15%	+$415K	0.75%	32
2022 Q2	$2.81M	Buy	+33,841	New	+$2.93M	0.62%	34
2018 Q2	–	Sell	-988	Closed	-$64K	–	301
2018 Q1	$64K	Buy	+988	New	+$65.4K	0.02%	209

Other funds holding IAK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $388M AUM 51.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return