DOHJ LLC’s iShares Morningstar US Equity ETF ILCB Stock Holding History

DOHJ LLC’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,340	Closed	-$200K	–	59
2019 Q4	$200K	Buy	+4,340	New	+$190K	0.18%	64

Other funds holding ILCB

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DOHJ LLC's ILCB Position: Q1 2020 in Review

DOHJ LLC sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2020, closing a stake of 4,340 shares — an estimated $200K sold.

DOHJ LLC first reported a position in ILCB in Q4 2019 and held it in 1 quarter. The position peaked at $200K in Q4 2019. 110 funds tracked by Wall St. Rank hold ILCB as of Q1 2020.

DOHJ LLC reported no remaining iShares Morningstar US Equity ETF position as of Q1 2020 after selling out during the quarter.
DOHJ LLC sold 4,340 iShares Morningstar US Equity ETF shares in Q1 2020, an estimated $200K.
DOHJ LLC first reported a position in iShares Morningstar US Equity ETF in Q4 2019 and held it in 1 quarter.
DOHJ LLC's iShares Morningstar US Equity ETF position peaked at $200K in Q4 2019.
110 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2020.

Based on DOHJ LLC's 13F filing for Q1 2020, filed 4 May 2020.