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

Well Done LLC’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448K Buy
2,026
+1
+0% +$209 0.06% 136
2026
Q1 		$384K Hold
2,025
– – 0.06% 138
2025
Q4 		$367K Buy
2,025
+1
+0% +$180 0.05% 139
2025
Q3 		$358K Hold
2,024
– – 0.06% 134
2025
Q2 		$319K Sell
2,024
-33
-2% -$4.91K 0.06% 133
2025
Q1 		$338K Hold
2,057
– – 0.06% 131
2024
Q4 		$343K Hold
2,057
– – 0.06% 127
2024
Q3 		$343K Hold
2,057
– – 0.06% 128
2024
Q2 		$313K Sell
2,057
-140
-6% -$21.4K 0.07% 135
2024
Q1 		$349K Hold
2,197
– – 0.07% 136
2023
Q4 		$341K Sell
2,197
-570
-21% -$79K 0.07% 134
2023
Q3 		$375K Hold
2,767
– – 0.08% 117
2023
Q2 		$390K Buy
2,767
+572
+26% +$77.3K 0.08% 111
2023
Q1 		$301K Sell
2,195
-92
-4% -$13.3K 0.07% 131
2022
Q4 		$317K Sell
2,287
-3,727
-62% -$526K 0.07% 133
2022
Q3 		$775K Sell
6,014
-791
-12% -$114K 0.19% 67
2022
Q2 		$926K Buy
6,805
+1
+0% +$149 0.2% 67
2022
Q1 		$1.1M Buy
+6,804
New +$1.08M 0.22% 68
2020
Q4 		– Sell
-9,951
Closed -$988K – 160
2020
Q3 		$988K Sell
9,951
-1
-0% -$102 0.28% 55
2020
Q2 		$970K Sell
9,952
-1,988
-17% -$181K 0.27% 56
2020
Q1 		$979K Buy
11,940
+5,593
+88% +$627K 0.3% 56
2019
Q4 		$816K Sell
6,347
-149
-2% -$18.4K 0.19% 72
2019
Q3 		$776K Sell
6,496
-931
-13% -$110K 0.19% 69
2019
Q2 		$895K Sell
7,427
-2,333
-24% -$282K 0.21% 63
2019
Q1 		$1.17M Sell
9,760
-36,779
-79% -$4.39M 0.29% 54
2018
Q4 		$5M Sell
46,539
-546
-1% -$65.7K 1.4% 14
2018
Q3 		$6.26M Sell
47,085
-235
-0.5% -$31.6K 1.77% 12
2018
Q2 		$6.24M Buy
47,320
+648
+1% +$83.5K 1.87% 12
2018
Q1 		$5.69M Buy
46,672
+943
+2% +$118K 1.77% 12
2017
Q4 		$5.75M Sell
45,729
-485
-1% -$60.6K 1.88% 14
2017
Q3 		$5.74M Buy
46,214
+598
+1% +$70.5K 1.76% 15
2017
Q2 		$5.42M Buy
45,616
+1,475
+3% +$173K 1.89% 15
2017
Q1 		$5.22M Buy
44,141
+7,888
+22% +$936K 1.85% 15
2016
Q4 		$4.31M Buy
+36,253
New +$4.01M 1.63% 19

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Well Done LLC increased its iShares Russell 2000 Value ETF (IWN) stake by 0.05% in Q2 2026, buying an estimated $209 and bringing the position to 2,026 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #136.

Well Done LLC first reported a position in IWN in Q4 2016 and has held it in 34 quarters since. The position peaked at $6.26M in Q3 2018. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Well Done LLC held 2,026 shares of iShares Russell 2000 Value ETF worth $448K as of Q2 2026.
  • Well Done LLC bought 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
  • iShares Russell 2000 Value ETF made up 0.06% of Well Done LLC's portfolio in Q2 2026, its #136 holding.
  • Well Done LLC first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 34 quarters since.
  • Well Done LLC's iShares Russell 2000 Value ETF position peaked at $6.26M in Q3 2018.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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