DL
IVW icon

DOHJ LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

DOHJ LLC’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,549
Closed -$1.26M – 159
2025
Q1 		$1.26M Buy
+13,549
New +$1.37M 0.29% 73
2024
Q4 		– Sell
-49,895
Closed -$4.72M – 142
2024
Q3 		$4.72M Sell
49,895
-18,965
-28% -$1.75M 1.1% 25
2024
Q2 		$6.37M Buy
68,860
+5,109
+8% +$440K 1.59% 14
2024
Q1 		$5.38M Buy
63,751
+1,175
+2% +$94.4K 1.43% 20
2023
Q4 		$4.7M Buy
62,576
+35,461
+131% +$2.52M 1.39% 18
2023
Q3 		$1.86M Buy
27,115
+8,625
+47% +$610K 0.83% 35
2023
Q2 		$1.3M Sell
18,490
-22,447
-55% -$1.48M 0.56% 43
2023
Q1 		$2.62M Buy
+40,937
New +$2.5M 1.32% 19

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DOHJ LLC's IVW Position: Q2 2025 in Review

DOHJ LLC sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2025, closing a stake of 13,549 shares — an estimated $1.26M sold.

DOHJ LLC first reported a position in IVW in Q1 2023 and held it in 8 quarters. The position peaked at $6.37M in Q2 2024. 1,882 funds tracked by Wall St. Rank hold IVW as of Q2 2025.

  • DOHJ LLC reported no remaining iShares S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • DOHJ LLC sold 13,549 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $1.26M.
  • DOHJ LLC first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and held it in 8 quarters.
  • DOHJ LLC's iShares S&P 500 Growth ETF position peaked at $6.37M in Q2 2024.
  • 1,882 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.

Based on DOHJ LLC's 13F filing for Q2 2025, filed 23 Jul 2025.