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Ishares Tr shares owned by Well Done

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Well Done from 13F filings

Historical chart of Well Done investment in Ishares Tr

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All positions including Ishares Tr held by Well Done consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Well Done

Quarter filed Position value Share count Share price at filing
2025-12-31 $614k 18k 34.33
2025-09-30 $657k 20k 33.51
2025-06-30 $610k 20k 31.05
2025-03-31 $772k 24k 32.48
2024-12-31 $804k 25k 32.20
2024-09-30 $804k 25k 32.20
2024-06-30 $762k 26k 29.20
2024-03-31 $1.0M 33k 30.62
2023-12-31 $8.0M 258k 30.80
2023-09-30 $7.4M 280k 26.40
2023-06-30 $8.4M 315k 26.69
2023-03-31 $8.8M 330k 26.61
2022-12-31 $8.9M 318k 28.14
2022-09-30 $8.1M 314k 25.67
2022-06-30 $8.2M 308k 26.72
2022-03-31 $8.9M 289k 30.71