Kathryn A. Hall’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,700	Closed	-$480K	–	29
2024 Q3	$480K	Hold	7,700	–	–	0.1%	44
2024 Q2	$451K	Hold	7,700	–	–	0.1%	46
2024 Q1	$468K	Hold	7,700	–	–	0.11%	47
2023 Q4	$427K	Hold	7,700	–	–	0.12%	44
2023 Q3	$384K	Hold	7,700	–	–	0.13%	45
2023 Q2	$403K	Hold	7,700	–	–	0.13%	44
2023 Q1	$385K	Hold	7,700	–	–	0.11%	55
2022 Q4	$373K	Hold	7,700	–	–	0.15%	46
2022 Q3	$338K	Hold	7,700	–	–	0.14%	46
2022 Q2	$348K	Hold	7,700	–	–	0.13%	47
2022 Q1	$413K	Hold	7,700	–	–	0.12%	48
2021 Q4	$436K	Hold	7,700	–	–	0.1%	50
2021 Q3	$405K	Hold	7,700	–	–	0.12%	49
2021 Q2	$414K	Hold	7,700	–	–	0.13%	49
2021 Q1	$401K	Hold	7,700	–	–	0.13%	49
2020 Q4	$354K	Sell	7,700 -13,300	-63%	-$560K	0.12%	51
2020 Q3	$778K	Hold	21,000	–	–	0.37%	33
2020 Q2	$747K	Sell	21,000 -15,000	-42%	-$498K	0.43%	28
2020 Q1	$1.04M	Hold	36,000	–	–	0.86%	19
2019 Q4	$1.48M	Hold	36,000	–	–	0.92%	16
2019 Q3	$1.39M	Hold	36,000	–	–	1.13%	16
2019 Q2	$1.4M	Hold	36,000	–	–	1.12%	14
2019 Q1	$1.36M	Buy	+36,000	New	+$1.33M	0.92%	14

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

Kathryn A. Hall sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2024, closing a stake of 7,700 shares — an estimated $480K sold.

Kathryn A. Hall first reported a position in IJH in Q1 2019 and held it in 23 quarters. The position peaked at $1.48M in Q4 2019. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Kathryn A. Hall reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 7,700 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $480K.
Kathryn A. Hall first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 23 quarters.
Kathryn A. Hall's iShares Core S&P Mid-Cap ETF position peaked at $1.48M in Q4 2019.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

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