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DOHJ LLC’s iShares US Basic Materials ETF IYM Stock Holding History

DOHJ LLC’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,073
Closed -$909K – 143
2024
Q3 		$909K Buy
6,073
+703
+13% +$100K 0.21% 87
2024
Q2 		$752K Buy
5,370
+459
+9% +$66K 0.19% 89
2024
Q1 		$726K Buy
+4,911
New +$674K 0.19% 94
2023
Q3 		– Sell
-6,428
Closed -$855K – 87
2023
Q2 		$855K Buy
6,428
+1,774
+38% +$229K 0.37% 52
2023
Q1 		$617K Buy
+4,654
New +$619K 0.31% 58

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

DOHJ LLC's IYM Position: Q4 2024 in Review

DOHJ LLC sold out of iShares US Basic Materials ETF (IYM) in Q4 2024, closing a stake of 6,073 shares — an estimated $909K sold.

DOHJ LLC first reported a position in IYM in Q1 2023 and held it in 5 quarters. The position peaked at $909K in Q3 2024. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2024.

  • DOHJ LLC reported no remaining iShares US Basic Materials ETF position as of Q4 2024 after selling out during the quarter.
  • DOHJ LLC sold 6,073 iShares US Basic Materials ETF shares in Q4 2024, an estimated $909K.
  • DOHJ LLC first reported a position in iShares US Basic Materials ETF in Q1 2023 and held it in 5 quarters.
  • DOHJ LLC's iShares US Basic Materials ETF position peaked at $909K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2024.

Based on DOHJ LLC's 13F filing for Q4 2024, filed 24 Jan 2025.