DOHJ LLC’s iShares US Technology ETF IYW Stock Holding History

DOHJ LLC’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,598	Closed	-$1.07M	–	160
2025 Q1	$1.07M	Sell	7,598 -535	-7%	-$83.3K	0.24%	79
2024 Q4	$1.3M	Sell	8,133 -68	-0.8%	-$10.8K	0.3%	73
2024 Q3	$1.22M	Buy	8,201 +114	+1%	+$16.8K	0.29%	74
2024 Q2	$1.22M	Buy	8,087 +239	+3%	+$33K	0.3%	67
2024 Q1	$1.06M	Buy	7,848 +66	+0.8%	+$8.59K	0.28%	69
2023 Q4	$955K	Buy	+7,782	New	+$882K	0.28%	67
2022 Q1	–	Sell	-2,751	Closed	-$316K	–	102
2021 Q4	$316K	Buy	2,751 +553	+25%	+$61.4K	0.14%	83
2021 Q3	$243K	Buy	+2,198	New	+$229K	0.12%	97

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

DOHJ LLC's IYW Position: Q2 2025 in Review

DOHJ LLC sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 7,598 shares — an estimated $1.07M sold.

DOHJ LLC first reported a position in IYW in Q3 2021 and held it in 8 quarters. The position peaked at $1.3M in Q4 2024. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

DOHJ LLC reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
DOHJ LLC sold 7,598 iShares US Technology ETF shares in Q2 2025, an estimated $1.07M.
DOHJ LLC first reported a position in iShares US Technology ETF in Q3 2021 and held it in 8 quarters.
DOHJ LLC's iShares US Technology ETF position peaked at $1.3M in Q4 2024.
1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

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