WDL
Well Done LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
14,665
+1,482
| +11% | +$136K | 0.25% | 60 |
|
|
2025
Q1 | $1.17M | Buy |
13,183
+1,952
| +17% | +$173K | 0.21% | 60 |
|
|
2024
Q4 | $990K | Hold |
11,231
| – | – | 0.18% | 70 |
|
|
2024
Q3 | $990K | Buy |
11,231
+14
| +0.1% | +$1.23K | 0.18% | 70 |
|
|
2024
Q2 | $909K | Buy |
11,217
+49
| +0.4% | +$3.97K | 0.19% | 70 |
|
|
2024
Q1 | $939K | Sell |
11,168
-16,404
| -59% | -$1.38M | 0.18% | 72 |
|
|
2023
Q4 | $2.14M | Buy |
27,572
+24,503
| +798% | +$1.9M | 0.42% | 43 |
|
|
2023
Q3 | $213K | Hold |
3,069
| – | – | 0.05% | 150 |
|
|
2023
Q2 | $224K | Buy |
3,069
+60
| +2% | +$4.38K | 0.05% | 147 |
|
|
2023
Q1 | $210K | Buy |
3,009
+1
| +0% | +$70 | 0.05% | 164 |
|
|
2022
Q4 | $203K | Buy |
+3,008
| New | +$203K | 0.04% | 172 |
|
|
2022
Q2 | – | Sell |
-2,728
| Closed | -$213K | – | 182 |
|
|
2022
Q1 | $213K | Buy |
+2,728
| New | +$213K | 0.04% | 176 |
|
|
2020
Q1 | – | Sell |
-4,220
| Closed | -$252K | – | 150 |
|
|
2019
Q4 | $252K | Hold |
4,220
| – | – | 0.06% | 127 |
|
|
2019
Q3 | $236K | Hold |
4,220
| – | – | 0.06% | 135 |
|
|
2019
Q2 | $236K | Hold |
4,220
| – | – | 0.06% | 129 |
|
|
2019
Q1 | $228K | Sell |
4,220
-144
| -3% | -$7.78K | 0.06% | 130 |
|
|
2018
Q4 | $203K | Buy |
4,364
+3,233
| +286% | +$150K | 0.06% | 136 |
|
|
2018
Q3 | $249K | Buy |
1,131
+76
| +7% | +$16.7K | 0.07% | 116 |
|
|
2018
Q2 | $223K | Hold |
1,055
| – | – | 0.07% | 121 |
|
|
2018
Q1 | $218K | Hold |
1,055
| – | – | 0.07% | 104 |
|
|
2017
Q4 | $220K | Buy |
+1,055
| New | +$220K | 0.07% | 109 |
|