DOHJ LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

DOHJ LLC’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-78,848	Closed	-$4.39M	–	59
2025 Q2	$4.39M	Sell	78,848 -3,481	-4%	-$204K	1.27%	19
2025 Q1	$4.8M	Sell	82,329 -2,956	-3%	-$184K	1.1%	22
2024 Q4	$5.31M	Sell	85,285 -2,324	-3%	-$149K	1.23%	21
2024 Q3	$5.42M	Buy	87,609 +7,521	+9%	+$454K	1.26%	17
2024 Q2	$4.69M	Buy	80,088 +4,531	+6%	+$266K	1.17%	24
2024 Q1	$4.59M	Buy	75,557 +9,737	+15%	+$551K	1.22%	22
2023 Q4	$3.65M	Buy	65,820 +57,460	+687%	+$2.91M	1.08%	23
2023 Q3	$411K	Sell	8,360 -90	-1%	-$4.72K	0.18%	65
2023 Q2	$442K	Sell	8,450 -145	-2%	-$7.21K	0.19%	65
2023 Q1	$430K	Sell	8,595 -230	-3%	-$11.7K	0.22%	67
2022 Q4	$427K	Buy	+8,825	New	+$426K	0.24%	64
2021 Q1	–	Sell	-4,305	Closed	-$210K	–	99
2020 Q4	$210K	Buy	+4,305	New	+$181K	0.12%	82
2020 Q3	–	Sell	-5,320	Closed	-$201K	–	80
2020 Q2	$201K	Sell	5,320 -74,605	-93%	-$2.48M	0.14%	71
2020 Q1	$2.3M	Buy	79,925 +4,900	+7%	+$182K	2.23%	12
2019 Q4	$3.09M	Buy	+75,025	New	+$2.97M	2.74%	9

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DOHJ LLC's IJH Position: Q3 2025 in Review

DOHJ LLC sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 78,848 shares — an estimated $4.39M sold.

DOHJ LLC first reported a position in IJH in Q4 2019 and held it in 15 quarters. The position peaked at $5.42M in Q3 2024. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

DOHJ LLC reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
DOHJ LLC sold 78,848 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $4.39M.
DOHJ LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and held it in 15 quarters.
DOHJ LLC's iShares Core S&P Mid-Cap ETF position peaked at $5.42M in Q3 2024.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.