DOHJ LLC’s iShares US Financials ETF IYF Stock Holding History

DOHJ LLC’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,459	Closed	-$300K	–	100
2021 Q4	$300K	Buy	3,459 +604	+21%	+$52.6K	0.13%	89
2021 Q3	$255K	Buy	+2,855	New	+$237K	0.12%	95

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DOHJ LLC's IYF Position: Q1 2022 in Review

DOHJ LLC sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 3,459 shares — an estimated $300K sold.

DOHJ LLC first reported a position in IYF in Q3 2021 and held it in 2 quarters. The position peaked at $300K in Q4 2021. 339 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

DOHJ LLC reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
DOHJ LLC sold 3,459 iShares US Financials ETF shares in Q1 2022, an estimated $300K.
DOHJ LLC first reported a position in iShares US Financials ETF in Q3 2021 and held it in 2 quarters.
DOHJ LLC's iShares US Financials ETF position peaked at $300K in Q4 2021.
339 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on DOHJ LLC's 13F filing for Q1 2022, filed 10 May 2022.