Well Done LLC’s iShares North American Natural Resources ETF IGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-100,446	Closed	-$3.9M	–	166
2023 Q2	$3.9M	Sell	100,446 -2,823	-3%	-$109K	0.83%	32
2023 Q1	$4.05M	Buy	103,269 +4,247	+4%	+$171K	0.88%	31
2022 Q4	$4.03M	Buy	99,022 +15,487	+19%	+$629K	0.86%	30
2022 Q3	$2.9M	Buy	83,535 +12,600	+18%	+$469K	0.71%	34
2022 Q2	$2.55M	Buy	70,935 +65,176	+1,132%	+$2.65M	0.56%	38
2022 Q1	$233K	Buy	+5,759	New	+$211K	0.05%	166

Other funds holding IGE

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Well Done LLC's IGE Position: Q3 2023 in Review

Well Done LLC sold out of iShares North American Natural Resources ETF (IGE) in Q3 2023, closing a stake of 100,446 shares — an estimated $3.9M sold.

Well Done LLC first reported a position in IGE in Q1 2022 and held it in 6 quarters. The position peaked at $4.05M in Q1 2023. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2023.

Well Done LLC reported no remaining iShares North American Natural Resources ETF position as of Q3 2023 after selling out during the quarter.
Well Done LLC sold 100,446 iShares North American Natural Resources ETF shares in Q3 2023, an estimated $3.9M.
Well Done LLC first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 6 quarters.
Well Done LLC's iShares North American Natural Resources ETF position peaked at $4.05M in Q1 2023.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2023.

Based on Well Done LLC's 13F filing for Q3 2023, filed 16 Oct 2023.