WDL
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Well Done LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Well Done LLC’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10M Sell
61,089
-909
-1% -$144K 1.35% 14
2026
Q1 		$8.83M Buy
61,998
+1,179
+2% +$175K 1.3% 17
2025
Q4 		$9.04M Buy
60,819
+103
+0.2% +$15.2K 1.35% 16
2025
Q3 		$8.84M Buy
60,716
+398
+0.7% +$55.8K 1.51% 12
2025
Q2 		$8.15M Sell
60,318
-1,037
-2% -$129K 1.53% 12
2025
Q1 		$7.89M Buy
61,355
+968
+2% +$125K 1.43% 12
2024
Q4 		$7.59M Hold
60,387
– – 1.39% 13
2024
Q3 		$7.59M Buy
60,387
+863
+1% +$104K 1.39% 13
2024
Q2 		$7.07M Buy
59,524
+5,362
+10% +$615K 1.47% 12
2024
Q1 		$6.24M Buy
54,162
+6,693
+14% +$734K 1.23% 18
2023
Q4 		$5M Buy
47,469
+3,214
+7% +$315K 0.98% 26
2023
Q3 		$4.17M Buy
44,255
+263
+0.6% +$25.8K 0.92% 25
2023
Q2 		$4.3M Buy
43,992
+3,603
+9% +$333K 0.92% 26
2023
Q1 		$3.65M Sell
40,389
-3,419
-8% -$304K 0.79% 34
2022
Q4 		$3.71M Buy
43,808
+2,734
+7% +$233K 0.8% 35
2022
Q3 		$3.27M Buy
41,074
+753
+2% +$66.6K 0.8% 28
2022
Q2 		$3.38M Buy
40,321
+5,318
+15% +$485K 0.74% 28
2022
Q1 		$3.53M Sell
35,003
-637
-2% -$63.5K 0.71% 28
2021
Q4 		$3.81M Buy
35,640
+2,974
+9% +$311K 0.77% 27
2021
Q3 		$3.21M Buy
32,666
+1,595
+5% +$161K 0.72% 29
2021
Q2 		$3.07M Buy
31,071
+726
+2% +$69.8K 0.68% 28
2021
Q1 		$2.78M Buy
30,345
+800
+3% +$71.8K 0.64% 29
2020
Q4 		$2.55M Buy
29,545
+2,776
+10% +$225K 0.63% 30
2020
Q3 		$2.02M Buy
26,769
+716
+3% +$53.4K 0.57% 33
2020
Q2 		$1.81M Sell
26,053
-390
-1% -$25.5K 0.5% 40
2020
Q1 		$1.51M Sell
26,443
-1,952
-7% -$134K 0.46% 45
2019
Q4 		$2.06M Buy
28,395
+420
+2% +$29.2K 0.48% 39
2019
Q3 		$1.88M Sell
27,975
-4,672
-14% -$313K 0.46% 43
2019
Q2 		$2.17M Buy
32,647
+823
+3% +$53.9K 0.51% 41
2019
Q1 		$2.05M Sell
31,824
-11,955
-27% -$741K 0.5% 43
2018
Q4 		$2.48M Buy
43,779
+7,915
+22% +$486K 0.7% 33
2018
Q3 		$2.39M Buy
35,864
+644
+2% +$42.2K 0.68% 33
2018
Q2 		$2.2M Buy
35,220
+332
+1% +$20.6K 0.66% 32
2018
Q1 		$2.11M Sell
34,888
-3,410
-9% -$213K 0.65% 28
2017
Q4 		$2.34M Buy
38,298
+250
+0.7% +$14.9K 0.76% 29
2017
Q3 		$2.19M Buy
38,048
+115
+0.3% +$6.49K 0.67% 34
2017
Q2 		$2.1M Buy
37,933
+81
+0.2% +$4.45K 0.73% 31
2017
Q1 		$2.04M Buy
37,852
+4,064
+12% +$217K 0.73% 32
2016
Q4 		$1.73M Buy
33,788
+11,305
+50% +$566K 0.65% 32
2016
Q3 		$1.11K Buy
22,483
+217
+1% +$10.7K 0.4% 34
2016
Q2 		$1.06M Buy
22,266
+48
+0.2% +$2.26K 0.39% 34
2016
Q1 		$1.04M Sell
22,218
-150
-0.7% -$6.62K 0.38% 36
2015
Q4 		$1.04M Buy
+22,368
New +$1.05M 0.37% 37

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Well Done LLC reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.5% in Q2 2026, selling an estimated $144K and leaving 61,089 shares worth $10M. The position accounts for 1.35% of the portfolio, ranked #14.

Well Done LLC first reported a position in ITOT in Q4 2015 and has held it in 43 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Well Done LLC held 61,089 shares of iShares Core S&P Total US Stock Market ETF worth $10M as of Q2 2026.
  • Well Done LLC sold 909 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $144K.
  • iShares Core S&P Total US Stock Market ETF made up 1.35% of Well Done LLC's portfolio in Q2 2026, its #14 holding.
  • Well Done LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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