Well Done LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $990K | Hold |
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|
2024
Q3 | $990K | Buy |
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|
2024
Q2 | $909K | Buy |
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|
2024
Q1 | $939K | Sell |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $224K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Hold |
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|
2019
Q3 | $236K | Hold |
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|
2019
Q2 | $236K | Hold |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $249K | Buy |
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|
2018
Q2 | $223K | Hold |
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|
2018
Q1 | $218K | Hold |
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|
2017
Q4 | $220K | Buy |
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