Well Done LLC’s iShares US Technology ETF IYW Stock Holding History

Well Done LLC’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,324	Closed	-$422K	–	213
2026 Q1	$422K	Hold	2,324	–	–	0.06%	133
2025 Q4	$464K	Buy	2,324 +26	+1%	+$5.2K	0.07%	124
2025 Q3	$450K	Buy	+2,298	New	+$420K	0.08%	121

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Well Done LLC sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 2,324 shares — an estimated $422K sold.

Well Done LLC first reported a position in IYW in Q3 2025 and held it in 3 quarters. The position peaked at $464K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Well Done LLC reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
Well Done LLC sold 2,324 iShares US Technology ETF shares in Q2 2026, an estimated $422K.
Well Done LLC first reported a position in iShares US Technology ETF in Q3 2025 and held it in 3 quarters.
Well Done LLC's iShares US Technology ETF position peaked at $464K in Q4 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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