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DOHJ LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

DOHJ LLC’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-22,388
Closed -$2.19M – 60
2025
Q2 		$2.19M Sell
22,388
-567
-2% -$58.6K 0.64% 42
2025
Q1 		$2.4M Sell
22,955
-286
-1% -$32.3K 0.55% 45
2024
Q4 		$2.68M Sell
23,241
-1,620
-7% -$194K 0.62% 37
2024
Q3 		$2.86M Sell
24,861
-19,431
-44% -$2.2M 0.67% 39
2024
Q2 		$4.72M Buy
44,292
+6,900
+18% +$738K 1.18% 23
2024
Q1 		$4.13M Buy
37,392
+3,294
+10% +$350K 1.1% 25
2023
Q4 		$3.69M Buy
34,098
+29,889
+710% +$2.88M 1.09% 22
2023
Q3 		$391K Sell
4,209
-147
-3% -$14.7K 0.17% 66
2023
Q2 		$434K Buy
4,356
+17
+0.4% +$1.62K 0.19% 66
2023
Q1 		$420K Sell
4,339
-883
-17% -$88.3K 0.21% 69
2022
Q4 		$494K Sell
5,222
-2,875
-36% -$276K 0.28% 61
2022
Q3 		$706K Sell
8,097
-10,693
-57% -$1.04M 0.48% 48
2022
Q2 		$1.74M Sell
18,790
-47,748
-72% -$4.75M 0.99% 32
2022
Q1 		$7.18M Sell
66,538
-1,272
-2% -$137K 3.46% 7
2021
Q4 		$7.76M Sell
67,810
-6,519
-9% -$743K 3.47% 7
2021
Q3 		$8.4M Buy
74,329
+1,239
+2% +$136K 3.98% 5
2021
Q2 		$8.26M Buy
73,090
+23,668
+48% +$2.64M 4.34% 4
2021
Q1 		$5.36M Buy
49,422
+11,488
+30% +$1.2M 3.12% 8
2020
Q4 		$3.86M Buy
37,934
+10,777
+40% +$885K 2.28% 13
2020
Q3 		$2.09M Buy
27,157
+869
+3% +$62.3K 1.31% 25
2020
Q2 		$1.9M Buy
26,288
+1,207
+5% +$76.2K 1.3% 29
2020
Q1 		$1.41M Buy
25,081
+1,379
+6% +$103K 1.37% 25
2019
Q4 		$1.99M Buy
+23,702
New +$1.91M 1.76% 15

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DOHJ LLC's IJR Position: Q3 2025 in Review

DOHJ LLC sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 22,388 shares — an estimated $2.19M sold.

DOHJ LLC first reported a position in IJR in Q4 2019 and held it in 23 quarters. The position peaked at $8.4M in Q3 2021. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • DOHJ LLC reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 22,388 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $2.19M.
  • DOHJ LLC first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 23 quarters.
  • DOHJ LLC's iShares Core S&P Small-Cap ETF position peaked at $8.4M in Q3 2021.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

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