WDL
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Well Done LLC’s iShares Russell 3000 ETF IWV Stock Holding History

Well Done LLC’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46M Hold
3,946
– – 0.21% 67
2025
Q4 		$1.53M Sell
3,946
-246
-6% -$94.4K 0.23% 62
2025
Q3 		$1.59M Buy
4,192
+1,671
+66% +$609K 0.27% 57
2025
Q2 		$885K Sell
2,521
-561
-18% -$182K 0.17% 84
2025
Q1 		$1.03M Sell
3,082
-106
-3% -$35.5K 0.19% 67
2024
Q4 		$1.04M Hold
3,188
– – 0.19% 66
2024
Q3 		$1.04M Buy
3,188
+406
+15% +$128K 0.19% 66
2024
Q2 		$859K Buy
2,782
+1,594
+134% +$476K 0.18% 73
2024
Q1 		$356K Sell
1,188
-3,017
-72% -$861K 0.07% 134
2023
Q4 		$1.15M Buy
4,205
+3,291
+360% +$839K 0.23% 61
2023
Q3 		$224K Buy
+914
New +$234K 0.05% 146

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return