WDL

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

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$684K	Hold	1,612	–	–	0.13%	95
2025 Q1	$647K	Hold	1,612	–	–	0.12%	96
2024 Q4	$605K	Hold	1,612	–	–	0.11%	99
2024 Q3	$605K	Sell	1,612 -141	-8%	-$52.9K	0.11%	100
2024 Q2	$639K	Hold	1,753	–	–	0.13%	92
2024 Q1	$591K	Hold	1,753	–	–	0.12%	107
2023 Q4	$531K	Hold	1,753	–	–	0.1%	111
2023 Q3	$466K	Hold	1,753	–	–	0.1%	103
2023 Q2	$482K	Sell	1,753 -205	-10%	-$56.4K	0.1%	100
2023 Q1	$478K	Hold	1,958	–	–	0.1%	100
2022 Q4	$419K	Sell	1,958 -774	-28%	-$166K	0.09%	111
2022 Q3	$575K	Sell	2,732 -3,892	-59%	-$819K	0.14%	80
2022 Q2	$1.45M	Sell	6,624 -1,186	-15%	-$259K	0.32%	54
2022 Q1	$2.17M	Sell	7,810 -2,529	-24%	-$702K	0.43%	43
2021 Q4	$3.16M	Sell	10,339 -2,626	-20%	-$802K	0.64%	32
2021 Q3	$3.55M	Hold	12,965	–	–	0.79%	26
2021 Q2	$3.52M	Hold	12,965	–	–	0.78%	25
2021 Q1	$3.15M	Hold	12,965	–	–	0.72%	24
2020 Q4	$3.13M	Hold	12,965	–	–	0.77%	23
2020 Q3	$2.81M	Hold	12,965	–	–	0.79%	23
2020 Q2	$2.49M	Hold	12,965	–	–	0.68%	27
2020 Q1	$1.95M	Sell	12,965 -2,244	-15%	-$338K	0.59%	33
2019 Q4	$2.68M	Sell	15,209 -1,631	-10%	-$287K	0.62%	36
2019 Q3	$2.69M	Sell	16,840 -1,833	-10%	-$293K	0.66%	33
2019 Q2	$2.94M	Sell	18,673 -1,348	-7%	-$212K	0.69%	34
2019 Q1	$3.03M	Hold	20,021	–	–	0.74%	33
2018 Q4	$2.62M	Buy	20,021 +7,110	+55%	+$931K	0.74%	31
2018 Q3	$2.01M	Hold	12,911	–	–	0.57%	37
2018 Q2	$1.86M	Buy	12,911 +343	+3%	+$49.3K	0.56%	35
2018 Q1	$1.71M	Hold	12,568	–	–	0.53%	32
2017 Q4	$1.69M	Sell	12,568 -10,740	-46%	-$1.45M	0.55%	33
2017 Q3	$2.92M	Sell	23,308 -1,449	-6%	-$181K	0.89%	30
2017 Q2	$2.95M	Sell	24,757 -331	-1%	-$39.4K	1.03%	27
2017 Q1	$2.86M	Hold	25,088	–	–	1.01%	28
2016 Q4	$2.63M	Sell	25,088 -880	-3%	-$92.3K	0.99%	25
2016 Q3	$559	Hold	25,968	–	–	0.2%	52
2016 Q2	$2.61M	Buy	25,968 +5,275	+25%	+$529K	0.95%	23
2016 Q1	$2.07M	Buy	+20,693	New	+$2.07M	0.75%	26