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Well Done LLC’s iShares US Industrials ETF IYJ Stock Holding History

Well Done LLC’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.04M Buy
54,248
+1,558
+3% +$245K 1.22% 21
2026
Q1 		$7.77M Buy
52,690
+2,869
+6% +$444K 1.14% 23
2025
Q4 		$7.38M Buy
49,821
+6,132
+14% +$896K 1.1% 21
2025
Q3 		$6.37M Buy
43,689
+2,530
+6% +$366K 1.09% 22
2025
Q2 		$5.86M Buy
41,159
+4,396
+12% +$586K 1.1% 21
2025
Q1 		$4.91M Buy
36,763
+1,199
+3% +$163K 0.89% 25
2024
Q4 		$4.75M Hold
35,564
– – 0.87% 27
2024
Q3 		$4.75M Buy
35,564
+33,051
+1,315% +$4.16M 0.87% 27
2024
Q2 		$300K Buy
2,513
+685
+37% +$83.5K 0.06% 142
2024
Q1 		$230K Buy
+1,828
New +$216K 0.05% 172
2022
Q1 		– Sell
-18,537
Closed -$2.09M – 198
2021
Q4 		$2.09M Buy
18,537
+2,695
+17% +$299K 0.42% 42
2021
Q3 		$1.7M Buy
15,842
+1,158
+8% +$130K 0.38% 48
2021
Q2 		$1.63M Buy
14,684
+403
+3% +$44.5K 0.36% 44
2021
Q1 		$1.51M Buy
+14,281
New +$1.43M 0.35% 49

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Well Done LLC increased its iShares US Industrials ETF (IYJ) stake by 3% in Q2 2026, buying an estimated $245K and bringing the position to 54,248 shares worth $9.04M. The position accounts for 1.22% of the portfolio, ranked #21.

Well Done LLC first reported a position in IYJ in Q1 2021 and has held it in 14 quarters since. 340 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Well Done LLC held 54,248 shares of iShares US Industrials ETF worth $9.04M as of Q2 2026.
  • Well Done LLC bought 1,558 iShares US Industrials ETF shares in Q2 2026, an estimated $245K.
  • iShares US Industrials ETF made up 1.22% of Well Done LLC's portfolio in Q2 2026, its #21 holding.
  • Well Done LLC first reported a position in iShares US Industrials ETF in Q1 2021 and has held it in 14 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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