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Well Done LLC’s iShares US Financials ETF IYF Stock Holding History

Well Done LLC’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Buy
+1,593
New +$198K 0.03% 198
2026
Q1 		– Sell
-1,599
Closed -$206K – 205
2025
Q4 		$206K Hold
1,599
– – 0.03% 184
2025
Q3 		$202K Buy
+1,599
New +$198K 0.03% 182
2018
Q2 		– Sell
-366
Closed -$22K – 328
2018
Q1 		$22K Buy
+366
New +$22.2K 0.01% 326

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Well Done LLC opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 1,593 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #198 among its holdings. This is a return to the name: Well Done LLC previously reported a position in IYF as recently as Q4 2025.

Well Done LLC first reported a position in IYF in Q1 2018 and has held it in 4 quarters since. The position peaked at $206K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Well Done LLC held 1,593 shares of iShares US Financials ETF worth $203K as of Q2 2026.
  • iShares US Financials ETF was a new Well Done LLC position in Q2 2026.
  • iShares US Financials ETF made up 0.03% of Well Done LLC's portfolio in Q2 2026, its #198 holding.
  • Well Done LLC first reported a position in iShares US Financials ETF in Q1 2018 and has held it in 4 quarters since.
  • Well Done LLC's iShares US Financials ETF position peaked at $206K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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