DOHJ LLC’s iShares Russell 2000 ETF IWM Stock Holding History

DOHJ LLC’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,400	Closed	-$266K	–	70
2025 Q2	$266K	Hold	1,400	–	–	0.08%	141
2025 Q1	$279K	Hold	1,400	–	–	0.06%	143
2024 Q4	$309K	Hold	1,400	–	–	0.07%	133
2024 Q3	$305K	Hold	1,400	–	–	0.07%	138
2024 Q2	$284K	Hold	1,400	–	–	0.07%	133
2024 Q1	$294K	Hold	1,400	–	–	0.08%	130
2023 Q4	$281K	Hold	1,400	–	–	0.08%	133
2023 Q3	$244K	Hold	1,400	–	–	0.11%	81
2023 Q2	$262K	Hold	1,400	–	–	0.11%	82
2023 Q1	$250K	Hold	1,400	–	–	0.13%	83
2022 Q4	$244K	Hold	1,400	–	–	0.14%	83
2022 Q3	$231K	Sell	1,400 -54	-4%	-$9.85K	0.16%	77
2022 Q2	$246K	Sell	1,454 -24	-2%	-$4.42K	0.14%	78
2022 Q1	$303K	Buy	1,478 +78	+6%	+$15.9K	0.15%	80
2021 Q4	$311K	Hold	1,400	–	–	0.14%	86
2021 Q3	$319K	Sell	1,400 -103	-7%	-$22.8K	0.15%	84
2021 Q2	$345K	Hold	1,503	–	–	0.18%	73
2021 Q1	$332K	Buy	1,503 +103	+7%	+$22.5K	0.19%	68
2020 Q4	$306K	Hold	1,400	–	–	0.18%	63
2020 Q3	$231K	Hold	1,400	–	–	0.14%	77
2020 Q2	$211K	Buy	+1,400	New	+$184K	0.14%	69
2020 Q1	–	Sell	-1,400	Closed	-$232K	–	60
2019 Q4	$232K	Buy	+1,400	New	+$221K	0.21%	60

Other funds holding IWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

DOHJ LLC's IWM Position: Q3 2025 in Review

DOHJ LLC sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 1,400 shares — an estimated $266K sold.

DOHJ LLC first reported a position in IWM in Q4 2019 and held it in 22 quarters. The position peaked at $345K in Q2 2021. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

DOHJ LLC reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
DOHJ LLC sold 1,400 iShares Russell 2000 ETF shares in Q3 2025, an estimated $266K.
DOHJ LLC first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 22 quarters.
DOHJ LLC's iShares Russell 2000 ETF position peaked at $345K in Q2 2021.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

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