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

Well Done LLC’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,040
Closed -$175K – 397
2018
Q4 		$175K Buy
+1,040
New +$194K 0.05% 145
2018
Q2 		– Sell
-88
Closed -$17K – 324
2018
Q1 		$17K Buy
+88
New +$16.9K 0.01% 360

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Well Done LLC's IWO Position: Q1 2019 in Review

Well Done LLC sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2019, closing a stake of 1,040 shares — an estimated $175K sold.

Well Done LLC first reported a position in IWO in Q1 2018 and held it in 2 quarters. The position peaked at $175K in Q4 2018. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

  • Well Done LLC reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 1,040 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $175K.
  • Well Done LLC first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's iShares Russell 2000 Growth ETF position peaked at $175K in Q4 2018.
  • 641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.