IYJ — ISHARES U.S. INDUSTRIALS ETF

Ownership history in Well Done, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Well Done, LLC reported a position in ISHARES U.S. INDUSTRIALS ETF (IYJ). 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.

Peak position
1.1% (2025 Q4)
Avg. % of fund
0.63%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 49,821 +6,132 +14.0% 1.10% $7.4M $148.17
2025 Q3 ADDED 43,689 +2,530 +6.1% 1.09% $6.4M $145.62
2025 Q2 ADDED 41,159 +4,396 +12.0% 1.10% $5.9M $141.65
2025 Q1 ADDED 36,763 +1,199 +3.4% 0.89% $4.9M $129.33
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IYJ price (monthly, adj. close)

Other funds also holding IYJ

As of 2025 Q4 — sorted by position size

Kozak & Associates, Inc. 3Y 6.42% First Citizens Financial Corp 3Y 2.42% MAGNOLIA CAPITAL MANAGEMENT LTD 3Y 2.21% SOUTHERN CAPITAL ADVISORS, LLC 3Y 2.2% MinichMacGregor Wealth Management, LLC 3Y 7Y 2.01% Modus Advisors, LLC 3Y 1.56% Tudor Financial Inc. 1.47% Merkkuri Wealth Advisors LLC 1.42% Cadent Capital Advisors, LLC 3Y 1.39% JBR Co Financial Management Inc 0.73%
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