WDL
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Well Done LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Well Done LLC’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3M Sell
302,785
-56,754
-16% -$4.16M 3.14% 5
2026
Q1 		$24.3M Buy
359,539
+9,977
+3% +$692K 3.57% 5
2025
Q4 		$23.1M Buy
349,562
+256,450
+275% +$16.8M 3.45% 5
2025
Q3 		$6.08M Buy
93,112
+49,654
+114% +$3.19M 1.03% 25
2025
Q2 		$2.7M Buy
43,458
+7,652
+21% +$449K 0.51% 42
2025
Q1 		$2.23M Sell
35,806
-309
-0.9% -$19.2K 0.4% 46
2024
Q4 		$2.25M Hold
36,115
– – 0.41% 44
2024
Q3 		$2.25M Buy
36,115
+1,728
+5% +$104K 0.41% 44
2024
Q2 		$2.01M Sell
34,387
-357
-1% -$21K 0.42% 44
2024
Q1 		$2.11M Sell
34,744
-276
-0.8% -$15.6K 0.42% 42
2023
Q4 		$1.94M Buy
35,020
+6,925
+25% +$351K 0.38% 47
2023
Q3 		$1.4M Buy
28,095
+210
+0.8% +$11K 0.31% 50
2023
Q2 		$1.46M Sell
27,885
-150
-0.5% -$7.46K 0.31% 51
2023
Q1 		$1.4M Sell
28,035
-11,660
-29% -$594K 0.3% 52
2022
Q4 		$1.92M Buy
39,695
+6,930
+21% +$335K 0.41% 46
2022
Q3 		$1.44M Sell
32,765
-2,535
-7% -$123K 0.35% 50
2022
Q2 		$1.6M Buy
35,300
+850
+2% +$42K 0.35% 49
2022
Q1 		$1.85M Buy
34,450
+1,285
+4% +$68.4K 0.37% 51
2021
Q4 		$1.88M Sell
33,165
-340
-1% -$18.9K 0.38% 49
2021
Q3 		$1.76M Buy
33,505
+85
+0.3% +$4.57K 0.39% 41
2021
Q2 		$1.8M Sell
33,420
-1,685
-5% -$91K 0.4% 40
2021
Q1 		$1.83M Buy
35,105
+665
+2% +$33.2K 0.42% 41
2020
Q4 		$1.58M Sell
34,440
-3,935
-10% -$166K 0.39% 42
2020
Q3 		$1.42M Buy
38,375
+425
+1% +$15.9K 0.4% 44
2020
Q2 		$1.35M Sell
37,950
-22,675
-37% -$753K 0.37% 51
2020
Q1 		$1.74M Sell
60,625
-168,710
-74% -$6.27M 0.53% 39
2019
Q4 		$9.44M Sell
229,335
-205
-0.1% -$8.12K 2.19% 12
2019
Q3 		$8.87M Sell
229,540
-1,225
-0.5% -$47.1K 2.18% 12
2019
Q2 		$8.97M Sell
230,765
-3,615
-2% -$139K 2.09% 12
2019
Q1 		$8.88M Buy
234,380
+12,480
+6% +$461K 2.18% 11
2018
Q4 		$7.37M Buy
221,900
+32,855
+17% +$1.2M 2.07% 10
2018
Q3 		$7.61M Buy
189,045
+1,610
+0.9% +$64.7K 2.15% 10
2018
Q2 		$7.3M Buy
187,435
+1,840
+1% +$71.1K 2.19% 10
2018
Q1 		$6.96M Buy
185,595
+4,410
+2% +$169K 2.16% 10
2017
Q4 		$6.88M Sell
181,185
-2,430
-1% -$89.9K 2.24% 10
2017
Q3 		$6.57M Buy
183,615
+4,560
+3% +$159K 2.02% 10
2017
Q2 		$6.23M Buy
179,055
+12,050
+7% +$416K 2.17% 13
2017
Q1 		$5.72M Buy
167,005
+56,110
+51% +$1.91M 2.03% 14
2016
Q4 		$3.67M Buy
110,895
+101,365
+1,064% +$3.21M 1.38% 22
2016
Q3 		$2.71K Buy
+9,530
New +$295K 0.97% 23
2016
Q1 		– Sell
-10,025
Closed -$279K – 88
2015
Q4 		$279K Buy
+10,025
New +$286K 0.1% 70

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Well Done LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q2 2026, selling an estimated $4.16M and leaving 302,785 shares worth $23.3M. The position accounts for 3.14% of the portfolio, ranked #5.

Well Done LLC first reported a position in IJH in Q4 2015 and has held it in 41 quarters since. The position peaked at $24.3M in Q1 2026. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Well Done LLC held 302,785 shares of iShares Core S&P Mid-Cap ETF worth $23.3M as of Q2 2026.
  • Well Done LLC sold 56,754 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.16M.
  • iShares Core S&P Mid-Cap ETF made up 3.14% of Well Done LLC's portfolio in Q2 2026, its #5 holding.
  • Well Done LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 41 quarters since.
  • Well Done LLC's iShares Core S&P Mid-Cap ETF position peaked at $24.3M in Q1 2026.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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