Well Done LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Well Done LLC’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Buy	17,968 +271	+2%	+$28.5K	0.27%	60
2026 Q1	$1.72M	Buy	17,697 +1,361	+8%	+$136K	0.25%	60
2025 Q4	$1.57M	Buy	16,336 +623	+4%	+$59.9K	0.24%	60
2025 Q3	$1.52M	Buy	15,713 +1,048	+7%	+$99.3K	0.26%	60
2025 Q2	$1.35M	Buy	14,665 +1,482	+11%	+$128K	0.25%	60
2025 Q1	$1.17M	Buy	13,183 +1,952	+17%	+$174K	0.21%	60
2024 Q4	$990K	Hold	11,231	–	–	0.18%	70
2024 Q3	$990K	Buy	11,231 +14	+0.1%	+$1.18K	0.18%	70
2024 Q2	$909K	Buy	11,217 +49	+0.4%	+$3.99K	0.19%	70
2024 Q1	$939K	Sell	11,168 -16,404	-59%	-$1.3M	0.18%	72
2023 Q4	$2.14M	Buy	27,572 +24,503	+798%	+$1.74M	0.42%	43
2023 Q3	$213K	Hold	3,069	–	–	0.05%	150
2023 Q2	$224K	Buy	3,069 +60	+2%	+$4.17K	0.05%	147
2023 Q1	$210K	Buy	3,009 +1	+0%	+$71	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	+$210K	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%	-$7.46K	0.06%	130
2018 Q4	$203K	Sell	4,364 -160	-4%	-$8.07K	0.06%	136
2018 Q3	$249K	Buy	4,524 +304	+7%	+$16.7K	0.07%	116
2018 Q2	$223K	Hold	4,220	–	–	0.07%	121
2018 Q1	$218K	Hold	4,220	–	–	0.07%	104
2017 Q4	$220K	Buy	+4,220	New	+$214K	0.07%	109

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Well Done LLC increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.5% in Q2 2026, buying an estimated $28.5K and bringing the position to 17,968 shares worth $1.98M. The position accounts for 0.27% of the portfolio, ranked #60.

Well Done LLC first reported a position in IWR in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.14M in Q4 2023. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Well Done LLC held 17,968 shares of iShares Russell Mid-Cap ETF worth $1.98M as of Q2 2026.
Well Done LLC bought 271 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $28.5K.
iShares Russell Mid-Cap ETF made up 0.27% of Well Done LLC's portfolio in Q2 2026, its #60 holding.
Well Done LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 25 quarters since.
Well Done LLC's iShares Russell Mid-Cap ETF position peaked at $2.14M in Q4 2023.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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