WDL
Well Done LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Buy |
54,975
+643
| +1% | +$70.4K | 1.13% | 19 |
|
|
2025
Q1 | $5.44M | Buy |
54,332
+978
| +2% | +$97.9K | 0.99% | 20 |
|
|
2024
Q4 | $4.77M | Hold |
53,354
| – | – | 0.87% | 25 |
|
|
2024
Q3 | $4.77M | Buy |
53,354
+2,924
| +6% | +$261K | 0.87% | 25 |
|
|
2024
Q2 | $4.38M | Buy |
50,430
+640
| +1% | +$55.6K | 0.91% | 28 |
|
|
2024
Q1 | $4.25M | Buy |
49,790
+39,412
| +380% | +$3.36M | 0.84% | 29 |
|
|
2023
Q4 | $4.21M | Sell |
10,378
-708
| -6% | -$287K | 0.82% | 30 |
|
|
2023
Q3 | $3.78M | Buy |
+11,086
| New | +$3.78M | 0.84% | 29 |
|
|
2021
Q1 | – | Sell |
-2,766
| Closed | -$979K | – | 170 |
|
|
2020
Q4 | $979K | Sell |
2,766
-203
| -7% | -$71.9K | 0.24% | 59 |
|
|
2020
Q3 | $924K | Sell |
2,969
-60
| -2% | -$18.7K | 0.26% | 59 |
|
|
2020
Q2 | $861K | Buy |
3,029
+218
| +8% | +$62K | 0.24% | 62 |
|
|
2020
Q1 | $591K | Sell |
2,811
-452
| -14% | -$95K | 0.18% | 70 |
|
|
2019
Q4 | $760K | Sell |
3,263
-109
| -3% | -$25.4K | 0.18% | 76 |
|
|
2019
Q3 | $714K | Buy |
3,372
+83
| +3% | +$17.6K | 0.18% | 72 |
|
|
2019
Q2 | $719K | Buy |
3,289
+242
| +8% | +$52.9K | 0.17% | 71 |
|
|
2019
Q1 | $642K | Sell |
3,047
-516
| -14% | -$109K | 0.16% | 75 |
|
|
2018
Q4 | $618K | Buy |
3,563
+73
| +2% | +$12.7K | 0.17% | 71 |
|
|
2018
Q3 | $715K | Buy |
3,490
+24
| +0.7% | +$4.92K | 0.2% | 62 |
|
|
2018
Q2 | $633K | Buy |
3,466
+49
| +1% | +$8.95K | 0.19% | 65 |
|
|
2018
Q1 | $580K | Sell |
3,417
-157
| -4% | -$26.6K | 0.18% | 59 |
|
|
2017
Q4 | $553K | Buy |
3,574
+26
| +0.7% | +$4.02K | 0.18% | 63 |
|
|
2017
Q3 | $519K | Sell |
3,548
-50
| -1% | -$7.31K | 0.16% | 77 |
|
|
2017
Q2 | $492K | Buy |
3,598
+22
| +0.6% | +$3.01K | 0.17% | 61 |
|
|
2017
Q1 | $452K | Sell |
3,576
-288
| -7% | -$36.4K | 0.16% | 63 |
|
|
2016
Q4 | $421K | Sell |
3,864
-312
| -7% | -$34K | 0.16% | 61 |
|
|
2016
Q3 | $210 | Buy |
4,176
+350
| +9% | +$18 | 0.08% | 81 |
|
|
2016
Q2 | $402K | Buy |
3,826
+498
| +15% | +$52.3K | 0.15% | 62 |
|
|
2016
Q1 | $335K | Buy |
+3,328
| New | +$335K | 0.12% | 63 |
|