Kathryn A. Hall’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Kathryn A. Hall’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,990	Closed	-$958K	–	28
2024 Q3	$958K	Hold	9,990	–	–	0.2%	38
2024 Q2	$942K	Hold	9,990	–	–	0.22%	38
2024 Q1	$861K	Hold	9,990	–	–	0.2%	39
2023 Q4	$746K	Hold	9,990	–	–	0.21%	41
2023 Q3	$636K	Hold	9,990	–	–	0.22%	42
2023 Q2	$654K	Hold	9,990	–	–	0.21%	40
2023 Q1	$565K	Hold	9,990	–	–	0.17%	51
2022 Q4	$466K	Hold	9,990	–	–	0.19%	44
2022 Q3	$460K	Hold	9,990	–	–	0.19%	44
2022 Q2	$490K	Hold	9,990	–	–	0.18%	44
2022 Q1	$647K	Hold	9,990	–	–	0.2%	45
2021 Q4	$731K	Hold	9,990	–	–	0.17%	44
2021 Q3	$672K	Hold	9,990	–	–	0.2%	45
2021 Q2	$673K	Hold	9,990	–	–	0.21%	46
2021 Q1	$601K	Hold	9,990	–	–	0.2%	47
2020 Q4	$582K	Hold	9,990	–	–	0.2%	49
2020 Q3	$515K	Hold	9,990	–	–	0.24%	39
2020 Q2	$465K	Sell	9,990 -4,362	-30%	-$183K	0.27%	34
2020 Q1	$507K	Hold	14,352	–	–	0.42%	31
2019 Q4	$579K	Hold	14,352	–	–	0.36%	26
2019 Q3	$519K	Hold	14,352	–	–	0.42%	28
2019 Q2	$516K	Buy	+14,352	New	+$507K	0.41%	27

Other funds holding IGM

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Kathryn A. Hall's IGM Position: Q4 2024 in Review

Kathryn A. Hall sold out of iShares Expanded Tech Sector ETF (IGM) in Q4 2024, closing a stake of 9,990 shares — an estimated $958K sold.

Kathryn A. Hall first reported a position in IGM in Q2 2019 and held it in 22 quarters. The position peaked at $958K in Q3 2024. 415 funds tracked by Wall St. Rank hold IGM as of Q4 2024.

Kathryn A. Hall reported no remaining iShares Expanded Tech Sector ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 9,990 iShares Expanded Tech Sector ETF shares in Q4 2024, an estimated $958K.
Kathryn A. Hall first reported a position in iShares Expanded Tech Sector ETF in Q2 2019 and held it in 22 quarters.
Kathryn A. Hall's iShares Expanded Tech Sector ETF position peaked at $958K in Q3 2024.
415 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2024.

Based on Kathryn A. Hall's 13F filing for Q4 2024, filed 12 Feb 2025.