Well Done LLC’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-709	Closed	-$98K	–	396
2018 Q4	$98K	Buy	+709	New	+$106K	0.03%	204
2018 Q2	–	Sell	-751	Closed	-$110K	–	322
2018 Q1	$110K	Buy	+751	New	+$114K	0.03%	153

Other funds holding IWB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Well Done LLC sold out of iShares Russell 1000 ETF (IWB) in Q1 2019, closing a stake of 709 shares — an estimated $98K sold.

Well Done LLC first reported a position in IWB in Q1 2018 and held it in 2 quarters. The position peaked at $110K in Q1 2018. 690 funds tracked by Wall St. Rank hold IWB as of Q1 2019.

Well Done LLC reported no remaining iShares Russell 1000 ETF position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 709 iShares Russell 1000 ETF shares in Q1 2019, an estimated $98K.
Well Done LLC first reported a position in iShares Russell 1000 ETF in Q1 2018 and held it in 2 quarters.
Well Done LLC's iShares Russell 1000 ETF position peaked at $110K in Q1 2018.
690 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2019.

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