Ownership history in Well Done, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Well Done, LLC reported a position in ISHARES U.S. INSURANCE ETF (IAK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 52,458 | +7,181 | +15.9% | 1.07% | $7.1M | $134.09 |
| 2025 Q3 | ADDED | 45,277 | +3,287 | +7.8% | 1.03% | $6.1M | $131.36 |
| 2025 Q2 | ADDED | 41,990 | +4,263 | +11.3% | 1.06% | $5.6M | $131.27 |
| 2025 Q1 | ADDED | 37,727 | +1,437 | +4.0% | 0.86% | $4.8M | $134.19 |
| 2024 Q4 | UNCHANGED | 36,290 | — | 0% | 0.86% | $4.7M | $122.45 |
| 2024 Q3 | REDUCED | 36,290 | -3,691 | -9.2% | 0.86% | $4.7M | $124.25 |
| 2024 Q2 | UNCHANGED | 39,981 | — | 0% | 0.94% | $4.5M | $108.28 |
| 2024 Q1 | REDUCED | 39,981 | -2,093 | -5.0% | 0.92% | $4.7M | $112.35 |
| 2023 Q4 | REDUCED | 42,074 | -3,112 | -6.9% | 0.82% | $4.2M | $95.48 |
| 2023 Q3 | REDUCED | 45,186 | -965 | -2.1% | 0.92% | $4.1M | $87.02 |
As of 2025 Q4 — sorted by position size