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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$885K Sell
2025
Q1
$1.03M Sell
2024
Q4
$1.04M Hold
2024
Q3
$1.04M Buy
2024
Q2
$859K Buy
2024
Q1
$356K Sell
2023
Q4
$1.15M Buy
2023
Q3
$224K Buy