IWL ISHARES TR

Ownership history in DOHJ, LLC  ·  22 quarters on record

AI Ownership Summary

DOHJ, LLC reported ISHARES TR (IWL) in 22 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 7.3% in 2024 Q1. The latest visible filing shows IWL at 3.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DOHJ, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IWL was reported at 3.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.3% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DOHJ, LLC held IWL — position size vs. price
% of Fund (quarterly)    IWL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 93,113 0% 3.56% $12.3M 2025-11-14 (Est.) $167.36
2025 Q2 REDUCED 93,113 -96,365 -50.9% 3.56% $12.3M 2025-07-23 $155.74
2025 Q1 REDUCED 189,478 -12,016 -6.0% 5.95% $26.0M 2025-04-17 $128.18
2024 Q4 ADDED 201,494 +3,862 +2.0% 6.74% $29.2M 2025-01-24 $148.61
2024 Q3 REDUCED 197,632 -3,960 -2.0% 6.41% $27.5M 2024-10-16 $140.47
2024 Q2 REDUCED 201,592 -14,925 -6.9% 6.75% $27.0M 2024-08-09 $127.94
2024 Q1 ADDED 216,517 +2,163 +1.0% 7.30% $27.5M 2024-04-16 $120.26
2023 Q4 ADDED 214,354 +91,304 +74.2% 7.29% $24.7M 2024-02-02 $117.89
2023 Q3 ADDED 123,050 +32,846 +36.4% 5.69% $12.8M 2023-10-19 $100.94
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DOHJ, LLC and IWL

These are the practical questions this page is built to answer before you even open the full history table.

How long has DOHJ, LLC reported owning IWL?

DOHJ, LLC reported IWL across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported IWL position in DOHJ, LLC's portfolio?

The largest reported portfolio weight for IWL was 7.30% in 2024 Q1.

What is the latest reported IWL position on this page?

The most recent filing on this page is 2025 Q3, when DOHJ, LLC reported 93,113 shares, equal to 3.56% of portfolio, with an estimated market value of $12.3M.

What does the chart on this IWL ownership page compare?

The chart compares DOHJ, LLC's quarterly IWL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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