Well Done LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Well Done LLC’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-920	Closed	-$36K	–	321
2018 Q1	$36K	Buy	+920	New	+$36.7K	0.01%	259

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Well Done LLC's IVW Position: Q2 2018 in Review

Well Done LLC sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2018, closing a stake of 920 shares — an estimated $36K sold.

Well Done LLC first reported a position in IVW in Q1 2018 and held it in 1 quarter. The position peaked at $36K in Q1 2018. 747 funds tracked by Wall St. Rank hold IVW as of Q2 2018.

Well Done LLC reported no remaining iShares S&P 500 Growth ETF position as of Q2 2018 after selling out during the quarter.
Well Done LLC sold 920 iShares S&P 500 Growth ETF shares in Q2 2018, an estimated $36K.
Well Done LLC first reported a position in iShares S&P 500 Growth ETF in Q1 2018 and held it in 1 quarter.
Well Done LLC's iShares S&P 500 Growth ETF position peaked at $36K in Q1 2018.
747 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2018.

Based on Well Done LLC's 13F filing for Q2 2018, filed 3 Aug 2018.