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DOHJ LLC’s iShares Russell Top 200 ETF IWL Stock Holding History

DOHJ LLC’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-93,113
Closed -$12.3M – 69
2025
Q2 		$12.3M Sell
93,113
-96,365
-51% -$13.6M 3.56% 5
2025
Q1 		$26M Sell
189,478
-12,016
-6% -$1.74M 5.95% 3
2024
Q4 		$29.2M Buy
201,494
+3,862
+2% +$559K 6.74% 2
2024
Q3 		$27.5M Sell
197,632
-3,960
-2% -$537K 6.41% 2
2024
Q2 		$27M Sell
201,592
-14,925
-7% -$1.91M 6.75% 2
2024
Q1 		$27.5M Buy
216,517
+2,163
+1% +$262K 7.3% 1
2023
Q4 		$24.7M Buy
214,354
+91,304
+74% +$9.9M 7.29% 1
2023
Q3 		$12.8M Buy
123,050
+32,846
+36% +$3.52M 5.69% 5
2023
Q2 		$9.6M Buy
90,204
+50
+0.1% +$5.02K 4.13% 6
2023
Q1 		$8.77M Sell
90,154
-25,692
-22% -$2.42M 4.44% 4
2022
Q4 		$10.4M Sell
115,846
-8,407
-7% -$763K 5.86% 3
2022
Q3 		$10.5M Sell
124,253
-24,382
-16% -$2.3M 7.12% 3
2022
Q2 		$13.3M Buy
148,635
+41,318
+39% +$4.02M 7.6% 3
2022
Q1 		$11.6M Sell
107,317
-7,062
-6% -$753K 5.58% 4
2021
Q4 		$13M Sell
114,379
-781
-0.7% -$86.1K 5.83% 4
2021
Q3 		$12.7M Buy
115,160
+34,908
+43% +$3.7M 6.03% 3
2021
Q2 		$8.25M Sell
80,252
-15,062
-16% -$1.5M 4.34% 5
2021
Q1 		$9.03M Buy
95,314
+73
+0.1% +$6.76K 5.25% 3
2020
Q4 		$8.88M Buy
95,241
+12,782
+16% +$1.09M 5.24% 3
2020
Q3 		$6.98M Buy
82,459
+2,456
+3% +$196K 4.37% 7
2020
Q2 		$6.34M Buy
+80,003
New +$5.6M 4.34% 7

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Gilbert & Cook
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

DOHJ LLC's IWL Position: Q3 2025 in Review

DOHJ LLC sold out of iShares Russell Top 200 ETF (IWL) in Q3 2025, closing a stake of 93,113 shares — an estimated $12.3M sold.

DOHJ LLC first reported a position in IWL in Q2 2020 and held it in 21 quarters. The position peaked at $29.2M in Q4 2024. 203 funds tracked by Wall St. Rank hold IWL as of Q3 2025.

  • DOHJ LLC reported no remaining iShares Russell Top 200 ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 93,113 iShares Russell Top 200 ETF shares in Q3 2025, an estimated $12.3M.
  • DOHJ LLC first reported a position in iShares Russell Top 200 ETF in Q2 2020 and held it in 21 quarters.
  • DOHJ LLC's iShares Russell Top 200 ETF position peaked at $29.2M in Q4 2024.
  • 203 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2025.

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