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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,300	Closed	-$503K	–	30
2024 Q3	$503K	Hold	4,300	–	–	0.11%	43
2024 Q2	$459K	Hold	4,300	–	–	0.11%	44
2024 Q1	$475K	Sell	4,300 -14,150	-77%	-$1.5M	0.11%	46
2023 Q4	$2M	Hold	18,450	–	–	0.56%	29
2023 Q3	$1.74M	Hold	18,450	–	–	0.59%	31
2023 Q2	$1.84M	Sell	18,450 -4,300	-19%	-$409K	0.6%	29
2023 Q1	$2.2M	Hold	22,750	–	–	0.64%	31
2022 Q4	$2.15M	Hold	22,750	–	–	0.88%	25
2022 Q3	$1.98M	Hold	22,750	–	–	0.82%	26
2022 Q2	$2.1M	Hold	22,750	–	–	0.77%	27
2022 Q1	$2.46M	Hold	22,750	–	–	0.74%	27
2021 Q4	$2.6M	Hold	22,750	–	–	0.6%	27
2021 Q3	$2.48M	Hold	22,750	–	–	0.75%	24
2021 Q2	$2.57M	Buy	22,750 +14,150	+165%	+$1.58M	0.82%	24
2021 Q1	$933K	Sell	8,600 -3,860	-31%	-$404K	0.31%	38
2020 Q4	$1.15M	Hold	12,460	–	–	0.4%	37
2020 Q3	$875K	Sell	12,460 -11,320	-48%	-$811K	0.42%	32
2020 Q2	$1.62M	Buy	23,780 +6,580	+38%	+$415K	0.93%	19
2020 Q1	$965K	Hold	17,200	–	–	0.8%	24
2019 Q4	$1.44M	Hold	17,200	–	–	0.89%	17
2019 Q3	$1.34M	Hold	17,200	–	–	1.09%	18
2019 Q2	$1.35M	Hold	17,200	–	–	1.07%	15
2019 Q1	$1.33M	Buy	+17,200	New	+$1.32M	0.89%	15

Other funds holding IJR

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

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

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

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

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

Kathryn A. Hall sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2024, closing a stake of 4,300 shares — an estimated $503K sold.

Kathryn A. Hall first reported a position in IJR in Q1 2019 and held it in 23 quarters. The position peaked at $2.6M in Q4 2021. 2,626 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

Kathryn A. Hall reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 4,300 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $503K.
Kathryn A. Hall first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and held it in 23 quarters.
Kathryn A. Hall's iShares Core S&P Small-Cap ETF position peaked at $2.6M in Q4 2021.
2,626 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

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