EFV — ISHARES TR

Ownership history in DOHJ, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which DOHJ, LLC reported a position in ISHARES TR (EFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.19% (2025 Q2)
Avg. % of fund
0.85%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 68,422 — 0% 1.19% $4.1M $66.32
2025 Q2 ADDED 68,422 +5,498 +8.7% 1.19% $4.1M $62.07
2025 Q1 ADDED 62,924 +7,924 +14.4% 0.85% $3.7M $56.40
2024 Q4 ADDED 55,000 +1,207 +2.2% 0.67% $2.9M $50.21
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFV price (monthly, adj. close)

Other funds also holding EFV

As of 2025 Q4 — sorted by position size

Bruce G. Allen Investments, LLC 15.69% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 13.4% BRAVE ASSET MANAGEMENT INC 3Y 7Y 12.15% hemming& Wealth Management, Inc. 11.33% Covenant Partners, LLC 3Y 7Y 7.95% Valence8 US LP 3Y 7.61% Shum Financial Group, Inc. 7.58% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 7.44% Auto-Owners Insurance Co 3Y 6.88% EQ LLC 3Y 6.79%
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