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DOHJ LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

DOHJ LLC’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-415
Closed -$223K – 68
2025
Q2 		$223K Sell
415
-86
-17% -$49.4K 0.06% 143
2025
Q1 		$281K Sell
501
-129
-20% -$76.2K 0.06% 141
2024
Q4 		$371K Buy
630
+6
+1% +$3.55K 0.09% 124
2024
Q3 		$357K Buy
624
+170
+37% +$94.5K 0.08% 132
2024
Q2 		$249K Buy
454
+46
+11% +$24.2K 0.06% 135
2024
Q1 		$215K Buy
+408
New +$204K 0.06% 135
2023
Q1 		– Sell
-645
Closed -$248K – 92
2022
Q4 		$248K Buy
+645
New +$249K 0.14% 82
2022
Q2 		– Sell
-14,483
Closed -$6.57M – 87
2022
Q1 		$6.57M Buy
14,483
+7,578
+110% +$3.39M 3.16% 8
2021
Q4 		$3.29M Buy
6,905
+863
+14% +$398K 1.47% 18
2021
Q3 		$2.79M Buy
+6,042
New +$2.68M 1.32% 19
2021
Q2 		– Sell
-511
Closed -$203K – 104
2021
Q1 		$203K Buy
+511
New +$198K 0.12% 93
2020
Q2 		– Sell
-18,533
Closed -$4.79M – 78
2020
Q1 		$4.79M Buy
18,533
+1,795
+11% +$550K 4.65% 5
2019
Q4 		$5.41M Buy
+16,738
New +$5.18M 4.8% 5

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

DOHJ LLC's IVV Position: Q3 2025 in Review

DOHJ LLC sold out of iShares Core S&P 500 ETF (IVV) in Q3 2025, closing a stake of 415 shares — an estimated $223K sold.

DOHJ LLC first reported a position in IVV in Q4 2019 and held it in 13 quarters. The position peaked at $6.57M in Q1 2022. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • DOHJ LLC reported no remaining iShares Core S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 415 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $223K.
  • DOHJ LLC first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 13 quarters.
  • DOHJ LLC's iShares Core S&P 500 ETF position peaked at $6.57M in Q1 2022.
  • 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

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