Ownership history in Well Done, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Well Done, LLC reported a position in ISHARES TR (IGV). 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 | 66,590 | +8,485 | +14.6% | 1.05% | $7.0M | $105.69 |
| 2025 Q3 | ADDED | 58,105 | +3,130 | +5.7% | 1.14% | $6.7M | $115.01 |
| 2025 Q2 | ADDED | 54,975 | +643 | +1.2% | 1.13% | $6.0M | $109.50 |
| 2025 Q1 | ADDED | 54,332 | +978 | +1.8% | 0.99% | $5.4M | $88.99 |
| 2024 Q4 | UNCHANGED | 53,354 | — | 0% | 0.87% | $4.8M | $100.12 |
| 2024 Q3 | ADDED | 53,354 | +2,924 | +5.8% | 0.87% | $4.8M | $89.37 |
| 2024 Q2 | ADDED | 50,430 | +640 | +1.3% | 0.91% | $4.4M | $86.90 |
| 2024 Q1 | ADDED | 49,790 | +39,412 | +379.8% | 0.83% | $4.2M | $85.27 |
| 2023 Q4 | REDUCED | 10,378 | -708 | -6.4% | 0.82% | $4.2M | $81.13 |
| 2023 Q3 | ADDED | 11,086 | +8,320 | +300.8% | 0.84% | $3.8M | $68.25 |
As of 2025 Q4 — sorted by position size