WDL
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Well Done LLC’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Well Done LLC’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-574
Closed -$46K – 380
2018
Q4 		$46K Buy
+574
New +$51.1K 0.01% 271
2018
Q2 		– Sell
-396
Closed -$34K – 310
2018
Q1 		$34K Buy
+396
New +$34.5K 0.01% 266

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Well Done LLC's IJT Position: Q1 2019 in Review

Well Done LLC sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2019, closing a stake of 574 shares — an estimated $46K sold.

Well Done LLC first reported a position in IJT in Q1 2018 and held it in 2 quarters. The position peaked at $46K in Q4 2018. 482 funds tracked by Wall St. Rank hold IJT as of Q1 2019.

  • Well Done LLC reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 574 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2019, an estimated $46K.
  • Well Done LLC first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's iShares S&P Small-Cap 600 Growth ETF position peaked at $46K in Q4 2018.
  • 482 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.