WDL
Well Done LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.15M | Sell |
60,318
-1,037
| -2% | -$140K | 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% | +$108K | 1.39% | 13 |
|
|
2024
Q2 | $7.07M | Buy |
59,524
+5,362
| +10% | +$637K | 1.47% | 12 |
|
|
2024
Q1 | $6.24M | Buy |
54,162
+6,693
| +14% | +$772K | 1.23% | 18 |
|
|
2023
Q4 | $5M | Buy |
47,469
+3,214
| +7% | +$338K | 0.98% | 26 |
|
|
2023
Q3 | $4.17M | Buy |
44,255
+263
| +0.6% | +$24.8K | 0.92% | 25 |
|
|
2023
Q2 | $4.3M | Buy |
43,992
+3,603
| +9% | +$353K | 0.92% | 26 |
|
|
2023
Q1 | $3.65M | Sell |
40,389
-3,419
| -8% | -$309K | 0.79% | 34 |
|
|
2022
Q4 | $3.71M | Buy |
43,808
+2,734
| +7% | +$232K | 0.8% | 35 |
|
|
2022
Q3 | $3.27M | Buy |
41,074
+753
| +2% | +$59.9K | 0.8% | 28 |
|
|
2022
Q2 | $3.38M | Buy |
40,321
+5,318
| +15% | +$446K | 0.74% | 28 |
|
|
2022
Q1 | $3.53M | Sell |
35,003
-637
| -2% | -$64.3K | 0.71% | 28 |
|
|
2021
Q4 | $3.81M | Buy |
35,640
+2,974
| +9% | +$318K | 0.77% | 27 |
|
|
2021
Q3 | $3.21M | Buy |
32,666
+1,595
| +5% | +$157K | 0.72% | 29 |
|
|
2021
Q2 | $3.07M | Buy |
31,071
+726
| +2% | +$71.7K | 0.68% | 28 |
|
|
2021
Q1 | $2.78M | Buy |
30,345
+800
| +3% | +$73.3K | 0.64% | 29 |
|
|
2020
Q4 | $2.55M | Buy |
29,545
+2,776
| +10% | +$239K | 0.63% | 30 |
|
|
2020
Q3 | $2.02M | Buy |
26,769
+716
| +3% | +$54.1K | 0.57% | 33 |
|
|
2020
Q2 | $1.81M | Sell |
26,053
-390
| -1% | -$27.1K | 0.5% | 40 |
|
|
2020
Q1 | $1.51M | Sell |
26,443
-1,952
| -7% | -$112K | 0.46% | 45 |
|
|
2019
Q4 | $2.06M | Buy |
28,395
+420
| +2% | +$30.5K | 0.48% | 39 |
|
|
2019
Q3 | $1.88M | Sell |
27,975
-4,672
| -14% | -$313K | 0.46% | 43 |
|
|
2019
Q2 | $2.18M | Buy |
32,647
+823
| +3% | +$54.8K | 0.51% | 41 |
|
|
2019
Q1 | $2.05M | Sell |
31,824
-11,955
| -27% | -$770K | 0.5% | 43 |
|
|
2018
Q4 | $2.49M | Buy |
43,779
+7,915
| +22% | +$449K | 0.7% | 33 |
|
|
2018
Q3 | $2.39M | Buy |
35,864
+644
| +2% | +$42.9K | 0.68% | 33 |
|
|
2018
Q2 | $2.2M | Buy |
35,220
+332
| +1% | +$20.7K | 0.66% | 32 |
|
|
2018
Q1 | $2.11M | Sell |
34,888
-3,410
| -9% | -$206K | 0.65% | 28 |
|
|
2017
Q4 | $2.34M | Buy |
38,298
+250
| +0.7% | +$15.3K | 0.76% | 29 |
|
|
2017
Q3 | $2.19M | Buy |
38,048
+115
| +0.3% | +$6.63K | 0.67% | 34 |
|
|
2017
Q2 | $2.1M | Buy |
37,933
+81
| +0.2% | +$4.49K | 0.73% | 31 |
|
|
2017
Q1 | $2.05M | Buy |
37,852
+4,064
| +12% | +$220K | 0.73% | 32 |
|
|
2016
Q4 | $1.73M | Buy |
33,788
+11,305
| +50% | +$580K | 0.65% | 32 |
|
|
2016
Q3 | $1.11K | Buy |
22,483
+11,350
| +102% | +$562 | 0.4% | 34 |
|
|
2016
Q2 | $1.06M | Buy |
11,133
+24
| +0.2% | +$2.29K | 0.39% | 34 |
|
|
2016
Q1 | $1.04M | Sell |
11,109
-75
| -0.7% | -$7K | 0.38% | 36 |
|
|
2015
Q4 | $1.04M | Buy |
+11,184
| New | +$1.04M | 0.37% | 37 |
|