WDL
IWM icon

Well Done LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Well Done LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.67M Buy
5,558
+11
+0.2% +$3.09K 0.22% 69
2026
Q1 		$1.38M Buy
5,547
+300
+6% +$77.4K 0.2% 70
2025
Q4 		$1.29M Buy
5,247
+401
+8% +$98.6K 0.19% 70
2025
Q3 		$1.17M Buy
4,846
+448
+10% +$103K 0.2% 69
2025
Q2 		$949K Sell
4,398
-515
-10% -$104K 0.18% 77
2025
Q1 		$1.09M Sell
4,913
-6
-0.1% -$1.3K 0.2% 64
2024
Q4 		$1.09M Hold
4,919
– – 0.2% 65
2024
Q3 		$1.09M Sell
4,919
-38
-0.8% -$8.13K 0.2% 65
2024
Q2 		$1.01M Buy
4,957
+4
+0.1% +$808 0.21% 62
2024
Q1 		$1.04M Sell
4,953
-239
-5% -$47.7K 0.2% 67
2023
Q4 		$1.04M Buy
5,192
+1,218
+31% +$218K 0.2% 64
2023
Q3 		$702K Sell
3,974
-4
-0.1% -$751 0.16% 79
2023
Q2 		$745K Buy
3,978
+47
+1% +$8.38K 0.16% 81
2023
Q1 		$701K Buy
3,931
+527
+15% +$97K 0.15% 80
2022
Q4 		$594K Sell
3,404
-794
-19% -$141K 0.13% 93
2022
Q3 		$692K Buy
4,198
+81
+2% +$14.8K 0.17% 72
2022
Q2 		$697K Sell
4,117
-3,001
-42% -$553K 0.15% 80
2022
Q1 		$1.46M Buy
7,118
+163
+2% +$33.3K 0.29% 57
2021
Q4 		$1.55M Sell
6,955
-841
-11% -$190K 0.31% 54
2021
Q3 		$1.71M Buy
7,796
+809
+12% +$179K 0.38% 46
2021
Q2 		$1.6M Buy
6,987
+132
+2% +$29.7K 0.35% 46
2021
Q1 		$1.51M Buy
6,855
+388
+6% +$84.7K 0.35% 48
2020
Q4 		$1.27M Sell
6,467
-308
-5% -$53.9K 0.31% 48
2020
Q3 		$1.01M Hold
6,775
– – 0.29% 51
2020
Q2 		$970K Buy
6,775
+2,149
+46% +$282K 0.27% 55
2020
Q1 		$529K Buy
4,626
+3,324
+255% +$496K 0.16% 80
2019
Q4 		$216K Buy
+1,302
New +$206K 0.05% 142
2019
Q3 		– Sell
-1,311
Closed -$204K – 151
2019
Q2 		$204K Sell
1,311
-3
-0.2% -$462 0.05% 138
2019
Q1 		$201K Sell
1,314
-537
-29% -$80.7K 0.05% 140
2018
Q4 		$248K Buy
1,851
+537
+41% +$80.1K 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% -$31.8K 0.06% 105
2017
Q4 		$232K Buy
+1,520
New +$228K 0.08% 106

Other funds holding IWM

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Well Done LLC increased its iShares Russell 2000 ETF (IWM) stake by 0.2% in Q2 2026, buying an estimated $3.09K and bringing the position to 5,558 shares worth $1.67M. The position accounts for 0.22% of the portfolio, ranked #69.

Well Done LLC first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.71M in Q3 2021. 1,068 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Well Done LLC held 5,558 shares of iShares Russell 2000 ETF worth $1.67M as of Q2 2026.
  • Well Done LLC bought 11 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.09K.
  • iShares Russell 2000 ETF made up 0.22% of Well Done LLC's portfolio in Q2 2026, its #69 holding.
  • Well Done LLC first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
  • Well Done LLC's iShares Russell 2000 ETF position peaked at $1.71M in Q3 2021.
  • 1,068 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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