WDL
Well Done LLC’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Sell |
4,398
-515
| -10% | -$111K | 0.18% | 77 |
|
|
2025
Q1 | $1.09M | Sell |
4,913
-6
| -0.1% | -$1.33K | 0.2% | 64 |
|
|
2024
Q4 | $1.09M | Hold |
4,919
| – | – | 0.2% | 65 |
|
|
2024
Q3 | $1.09M | Sell |
4,919
-38
| -0.8% | -$8.39K | 0.2% | 65 |
|
|
2024
Q2 | $1.01M | Buy |
4,957
+4
| +0.1% | +$812 | 0.21% | 62 |
|
|
2024
Q1 | $1.04M | Sell |
4,953
-239
| -5% | -$50.3K | 0.2% | 67 |
|
|
2023
Q4 | $1.04M | Buy |
5,192
+1,218
| +31% | +$244K | 0.2% | 64 |
|
|
2023
Q3 | $702K | Sell |
3,974
-4
| -0.1% | -$707 | 0.16% | 79 |
|
|
2023
Q2 | $745K | Buy |
3,978
+47
| +1% | +$8.8K | 0.16% | 81 |
|
|
2023
Q1 | $701K | Buy |
3,931
+527
| +15% | +$94K | 0.15% | 80 |
|
|
2022
Q4 | $594K | Sell |
3,404
-794
| -19% | -$138K | 0.13% | 93 |
|
|
2022
Q3 | $692K | Buy |
4,198
+81
| +2% | +$13.4K | 0.17% | 72 |
|
|
2022
Q2 | $697K | Sell |
4,117
-3,001
| -42% | -$508K | 0.15% | 80 |
|
|
2022
Q1 | $1.46M | Buy |
7,118
+163
| +2% | +$33.5K | 0.29% | 57 |
|
|
2021
Q4 | $1.55M | Sell |
6,955
-841
| -11% | -$187K | 0.31% | 54 |
|
|
2021
Q3 | $1.71M | Buy |
7,796
+809
| +12% | +$177K | 0.38% | 46 |
|
|
2021
Q2 | $1.6M | Buy |
6,987
+132
| +2% | +$30.3K | 0.35% | 46 |
|
|
2021
Q1 | $1.52M | Buy |
6,855
+388
| +6% | +$85.8K | 0.35% | 48 |
|
|
2020
Q4 | $1.27M | Sell |
6,467
-308
| -5% | -$60.4K | 0.31% | 48 |
|
|
2020
Q3 | $1.02M | Hold |
6,775
| – | – | 0.29% | 51 |
|
|
2020
Q2 | $970K | Buy |
6,775
+2,149
| +46% | +$308K | 0.27% | 55 |
|
|
2020
Q1 | $529K | Buy |
4,626
+3,324
| +255% | +$380K | 0.16% | 80 |
|
|
2019
Q4 | $216K | Buy |
+1,302
| New | +$216K | 0.05% | 142 |
|
|
2019
Q3 | – | Sell |
-1,311
| Closed | -$204K | – | 151 |
|
|
2019
Q2 | $204K | Sell |
1,311
-3
| -0.2% | -$467 | 0.05% | 138 |
|
|
2019
Q1 | $201K | Sell |
1,314
-537
| -29% | -$82.1K | 0.05% | 140 |
|
|
2018
Q4 | $248K | Buy |
1,851
+537
| +41% | +$71.9K | 0.07% | 120 |
|
|
2018
Q3 | $221K | Hold |
1,314
| – | – | 0.06% | 124 |
|
|
2018
Q2 | $215K | Hold |
1,314
| – | – | 0.06% | 123 |
|
|
2018
Q1 | $200K | Sell |
1,314
-206
| -14% | -$31.4K | 0.06% | 105 |
|
|
2017
Q4 | $232K | Buy |
+1,520
| New | +$232K | 0.08% | 106 |
|