WDL
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Well Done LLC’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Well Done LLC’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-271,745
Closed -$7.87M – 210
2026
Q1 		$7.87M Buy
+271,745
New +$7.23M 1.16% 21
2024
Q3 		– Sell
-174,251
Closed -$3.88M – 184
2024
Q2 		$3.88M Buy
174,251
+3,082
+2% +$69.6K 0.81% 33
2024
Q1 		$4.05M Buy
171,169
+17,385
+11% +$371K 0.8% 32
2023
Q4 		$3.37M Buy
+153,784
New +$3.44M 0.66% 36
2023
Q1 		– Sell
-185,840
Closed -$3.94M – 182
2022
Q4 		$3.94M Buy
+185,840
New +$3.66M 0.85% 32
2022
Q3 		– Sell
-175,063
Closed -$2.8M – 172
2022
Q2 		$2.8M Buy
175,063
+5,946
+4% +$112K 0.62% 35
2022
Q1 		$3.26M Buy
+169,117
New +$2.84M 0.65% 30
2021
Q2 		– Sell
-108,864
Closed -$1.46M – 174
2021
Q1 		$1.46M Buy
+108,864
New +$1.46M 0.34% 51
2020
Q3 		– Sell
-66,485
Closed -$572K – 143
2020
Q2 		$572K Buy
+66,485
New +$534K 0.16% 79

Other funds holding IEZ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
BFA
Brendel Financial Advisors Hanover, New Hampshire $216M AUM 38.85% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Well Done LLC sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q2 2026, closing a stake of 271,745 shares — an estimated $7.87M sold.

Well Done LLC first reported a position in IEZ in Q2 2020 and held it in 9 quarters. The position peaked at $7.87M in Q1 2026. 23 funds tracked by Wall St. Rank hold IEZ as of Q2 2026.

  • Well Done LLC reported no remaining iShares US Oil Equipment & Services ETF position as of Q2 2026 after selling out during the quarter.
  • Well Done LLC sold 271,745 iShares US Oil Equipment & Services ETF shares in Q2 2026, an estimated $7.87M.
  • Well Done LLC first reported a position in iShares US Oil Equipment & Services ETF in Q2 2020 and held it in 9 quarters.
  • Well Done LLC's iShares US Oil Equipment & Services ETF position peaked at $7.87M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q2 2026.

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