WDL
Well Done LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
43,458
+7,652
| +21% | +$475K | 0.51% | 42 |
|
|
2025
Q1 | $2.23M | Sell |
35,806
-309
| -0.9% | -$19.3K | 0.4% | 46 |
|
|
2024
Q4 | $2.25M | Hold |
36,115
| – | – | 0.41% | 44 |
|
|
2024
Q3 | $2.25M | Buy |
36,115
+1,728
| +5% | +$108K | 0.41% | 44 |
|
|
2024
Q2 | $2.01M | Sell |
34,387
-357
| -1% | -$20.9K | 0.42% | 44 |
|
|
2024
Q1 | $2.11M | Buy |
34,744
+27,740
| +396% | +$1.68M | 0.42% | 42 |
|
|
2023
Q4 | $1.94M | Buy |
7,004
+1,385
| +25% | +$384K | 0.38% | 47 |
|
|
2023
Q3 | $1.4M | Buy |
5,619
+42
| +0.8% | +$10.5K | 0.31% | 50 |
|
|
2023
Q2 | $1.46M | Sell |
5,577
-30
| -0.5% | -$7.84K | 0.31% | 51 |
|
|
2023
Q1 | $1.4M | Sell |
5,607
-2,332
| -29% | -$583K | 0.3% | 52 |
|
|
2022
Q4 | $1.92M | Buy |
7,939
+1,386
| +21% | +$335K | 0.41% | 46 |
|
|
2022
Q3 | $1.44M | Sell |
6,553
-507
| -7% | -$111K | 0.35% | 50 |
|
|
2022
Q2 | $1.6M | Buy |
7,060
+170
| +2% | +$38.5K | 0.35% | 49 |
|
|
2022
Q1 | $1.85M | Buy |
6,890
+257
| +4% | +$69K | 0.37% | 51 |
|
|
2021
Q4 | $1.88M | Sell |
6,633
-68
| -1% | -$19.3K | 0.38% | 49 |
|
|
2021
Q3 | $1.76M | Buy |
6,701
+17
| +0.3% | +$4.47K | 0.39% | 41 |
|
|
2021
Q2 | $1.8M | Sell |
6,684
-337
| -5% | -$90.6K | 0.4% | 40 |
|
|
2021
Q1 | $1.83M | Buy |
7,021
+133
| +2% | +$34.6K | 0.42% | 41 |
|
|
2020
Q4 | $1.58M | Sell |
6,888
-787
| -10% | -$181K | 0.39% | 42 |
|
|
2020
Q3 | $1.42M | Buy |
7,675
+85
| +1% | +$15.7K | 0.4% | 44 |
|
|
2020
Q2 | $1.35M | Sell |
7,590
-4,535
| -37% | -$807K | 0.37% | 51 |
|
|
2020
Q1 | $1.74M | Sell |
12,125
-33,742
| -74% | -$4.85M | 0.53% | 39 |
|
|
2019
Q4 | $9.44M | Sell |
45,867
-41
| -0.1% | -$8.44K | 2.19% | 12 |
|
|
2019
Q3 | $8.87M | Sell |
45,908
-245
| -0.5% | -$47.3K | 2.18% | 12 |
|
|
2019
Q2 | $8.97M | Sell |
46,153
-723
| -2% | -$140K | 2.09% | 12 |
|
|
2019
Q1 | $8.88M | Buy |
46,876
+2,496
| +6% | +$473K | 2.18% | 11 |
|
|
2018
Q4 | $7.37M | Buy |
44,380
+6,571
| +17% | +$1.09M | 2.07% | 10 |
|
|
2018
Q3 | $7.61M | Buy |
37,809
+322
| +0.9% | +$64.8K | 2.15% | 10 |
|
|
2018
Q2 | $7.3M | Buy |
37,487
+368
| +1% | +$71.7K | 2.19% | 10 |
|
|
2018
Q1 | $6.96M | Buy |
37,119
+882
| +2% | +$165K | 2.16% | 10 |
|
|
2017
Q4 | $6.88M | Sell |
36,237
-486
| -1% | -$92.2K | 2.24% | 10 |
|
|
2017
Q3 | $6.57M | Buy |
36,723
+912
| +3% | +$163K | 2.02% | 10 |
|
|
2017
Q2 | $6.23M | Buy |
35,811
+2,410
| +7% | +$419K | 2.17% | 13 |
|
|
2017
Q1 | $5.72M | Buy |
33,401
+11,222
| +51% | +$1.92M | 2.03% | 14 |
|
|
2016
Q4 | $3.67M | Buy |
22,179
+20,273
| +1,064% | +$3.35M | 1.38% | 22 |
|
|
2016
Q3 | $2.71K | Buy |
+1,906
| New | +$2.71K | 0.97% | 23 |
|
|
2016
Q1 | – | Sell |
-2,005
| Closed | -$279K | – | 88 |
|
|
2015
Q4 | $279K | Buy |
+2,005
| New | +$279K | 0.1% | 70 |
|