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Well Done LLC’s iShares US Regional Banks ETF IAT Stock Holding History

Well Done LLC’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-48,686
Closed -$2.87M – 178
2022
Q1 		$2.87M Buy
48,686
+15,939
+49% +$1.01M 0.57% 34
2021
Q4 		$2.02M Buy
32,747
+4,587
+16% +$290K 0.41% 45
2021
Q3 		$1.71M Buy
28,160
+3,178
+13% +$183K 0.38% 45
2021
Q2 		$1.44M Buy
24,982
+1,020
+4% +$60.5K 0.32% 53
2021
Q1 		$1.36M Buy
+23,962
New +$1.27M 0.31% 55
2018
Q2 		– Sell
-2,145
Closed -$108K – 301
2018
Q1 		$108K Buy
+2,145
New +$112K 0.03% 156

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Well Done LLC's IAT Position: Q2 2022 in Review

Well Done LLC sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 48,686 shares — an estimated $2.87M sold.

Well Done LLC first reported a position in IAT in Q1 2018 and held it in 6 quarters. The position peaked at $2.87M in Q1 2022. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

  • Well Done LLC reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
  • Well Done LLC sold 48,686 iShares US Regional Banks ETF shares in Q2 2022, an estimated $2.87M.
  • Well Done LLC first reported a position in iShares US Regional Banks ETF in Q1 2018 and held it in 6 quarters.
  • Well Done LLC's iShares US Regional Banks ETF position peaked at $2.87M in Q1 2022.
  • 140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Well Done LLC's 13F filing for Q2 2022, filed 18 Jul 2022.