WDL
Well Done LLC’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Sell |
2,521
-561
| -18% | -$197K | 0.17% | 84 |
|
|
2025
Q1 | $1.03M | Sell |
3,082
-106
| -3% | -$35.4K | 0.19% | 67 |
|
|
2024
Q4 | $1.04M | Hold |
3,188
| – | – | 0.19% | 66 |
|
|
2024
Q3 | $1.04M | Buy |
3,188
+406
| +15% | +$133K | 0.19% | 66 |
|
|
2024
Q2 | $859K | Buy |
2,782
+1,594
| +134% | +$492K | 0.18% | 73 |
|
|
2024
Q1 | $356K | Sell |
1,188
-3,017
| -72% | -$905K | 0.07% | 134 |
|
|
2023
Q4 | $1.15M | Buy |
4,205
+3,291
| +360% | +$901K | 0.23% | 61 |
|
|
2023
Q3 | $224K | Buy |
+914
| New | +$224K | 0.05% | 146 |
|