Well Done LLC’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,156	Closed	-$220K	–	181
2024 Q4	$220K	Hold	2,156	–	–	0.04%	168
2024 Q3	$220K	Buy	+2,156	New	+$204K	0.04%	169
2020 Q2	–	Sell	-7,128	Closed	-$492K	–	153
2020 Q1	$492K	Buy	+7,128	New	+$569K	0.15%	82
2016 Q4	–	Sell	-7,864	Closed	-$758	–	97
2016 Q3	$758	Buy	7,864 +692	+10%	+$43.9K	0.27%	44
2016 Q2	$471K	Buy	7,172 +670	+10%	+$41.3K	0.17%	52
2016 Q1	$402K	Buy	+6,502	New	+$374K	0.15%	54

Other funds holding IDU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Well Done LLC's IDU Position: Q1 2025 in Review

Well Done LLC sold out of iShares US Utilities ETF (IDU) in Q1 2025, closing a stake of 2,156 shares — an estimated $220K sold.

Well Done LLC first reported a position in IDU in Q1 2016 and held it in 6 quarters. The position peaked at $492K in Q1 2020. 251 funds tracked by Wall St. Rank hold IDU as of Q1 2025.

Well Done LLC reported no remaining iShares US Utilities ETF position as of Q1 2025 after selling out during the quarter.
Well Done LLC sold 2,156 iShares US Utilities ETF shares in Q1 2025, an estimated $220K.
Well Done LLC first reported a position in iShares US Utilities ETF in Q1 2016 and held it in 6 quarters.
Well Done LLC's iShares US Utilities ETF position peaked at $492K in Q1 2020.
251 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2025.

Based on Well Done LLC's 13F filing for Q1 2025, filed 21 Apr 2025.