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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$721K	Hold	5,808	–	–	0.1%	111
2026 Q1	$619K	Hold	5,808	–	–	0.09%	108
2025 Q4	$687K	Sell	5,808 -640	-10%	-$75.8K	0.1%	103
2025 Q3	$755K	Hold	6,448	–	–	0.13%	94
2025 Q2	$684K	Hold	6,448	–	–	0.13%	95
2025 Q1	$647K	Hold	6,448	–	–	0.12%	96
2024 Q4	$605K	Hold	6,448	–	–	0.11%	99
2024 Q3	$605K	Sell	6,448 -564	-8%	-$51.1K	0.11%	100
2024 Q2	$639K	Hold	7,012	–	–	0.13%	92
2024 Q1	$591K	Hold	7,012	–	–	0.12%	107
2023 Q4	$531K	Hold	7,012	–	–	0.1%	111
2023 Q3	$466K	Hold	7,012	–	–	0.1%	103
2023 Q2	$482K	Sell	7,012 -820	-10%	-$52.1K	0.1%	100
2023 Q1	$478K	Hold	7,832	–	–	0.1%	100
2022 Q4	$419K	Sell	7,832 -3,096	-28%	-$170K	0.09%	111
2022 Q3	$575K	Sell	10,928 -15,568	-59%	-$915K	0.14%	80
2022 Q2	$1.45M	Sell	26,496 -4,744	-15%	-$285K	0.32%	54
2022 Q1	$2.17M	Sell	31,240 -10,116	-24%	-$691K	0.43%	43
2021 Q4	$3.16M	Sell	41,356 -10,504	-20%	-$779K	0.64%	32
2021 Q3	$3.55M	Hold	51,860	–	–	0.79%	26
2021 Q2	$3.52M	Hold	51,860	–	–	0.78%	25
2021 Q1	$3.15M	Hold	51,860	–	–	0.72%	24
2020 Q4	$3.13M	Hold	51,860	–	–	0.77%	23
2020 Q3	$2.81M	Hold	51,860	–	–	0.79%	23
2020 Q2	$2.49M	Hold	51,860	–	–	0.68%	27
2020 Q1	$1.95M	Sell	51,860 -8,976	-15%	-$387K	0.59%	33
2019 Q4	$2.68M	Sell	60,836 -6,524	-10%	-$272K	0.62%	36
2019 Q3	$2.69M	Sell	67,360 -7,332	-10%	-$294K	0.66%	33
2019 Q2	$2.94M	Sell	74,692 -5,392	-7%	-$209K	0.69%	34
2019 Q1	$3.03M	Hold	80,084	–	–	0.74%	33
2018 Q4	$2.62M	Buy	80,084 +28,440	+55%	+$1M	0.74%	31
2018 Q3	$2.01M	Hold	51,644	–	–	0.57%	37
2018 Q2	$1.86M	Buy	51,644 +1,372	+3%	+$48.4K	0.56%	35
2018 Q1	$1.71M	Hold	50,272	–	–	0.53%	32
2017 Q4	$1.69M	Sell	50,272 -42,960	-46%	-$1.41M	0.55%	33
2017 Q3	$2.92M	Sell	93,232 -5,796	-6%	-$177K	0.89%	30
2017 Q2	$2.95M	Sell	99,028 -1,324	-1%	-$38.9K	1.03%	27
2017 Q1	$2.85M	Hold	100,352	–	–	1.01%	28
2016 Q4	$2.63M	Sell	100,352 -3,520	-3%	-$91.4K	0.99%	25
2016 Q3	$559K	Hold	103,872	–	–	0.2%	52
2016 Q2	$2.61M	Buy	103,872 +21,100	+25%	+$527K	0.95%	23
2016 Q1	$2.06M	Buy	+82,772	New	+$1.96M	0.75%	26

Other funds holding IWF

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

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

Well Done LLC held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 5,808 shares worth $721K. The position accounts for 0.1% of the portfolio, ranked #111.

Well Done LLC first reported a position in IWF in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.55M in Q3 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Well Done LLC held 5,808 shares of iShares Russell 1000 Growth ETF worth $721K as of Q2 2026.
Well Done LLC left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.1% of Well Done LLC's portfolio in Q2 2026, its #111 holding.
Well Done LLC first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 42 quarters since.
Well Done LLC's iShares Russell 1000 Growth ETF position peaked at $3.55M in Q3 2021.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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