Kathryn A. Hall’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,385	Closed	-$799K	–	31
2024 Q3	$799K	Hold	1,385	–	–	0.17%	40
2024 Q2	$758K	Hold	1,385	–	–	0.18%	40
2024 Q1	$728K	Hold	1,385	–	–	0.17%	41
2023 Q4	$662K	Hold	1,385	–	–	0.19%	42
2023 Q3	$595K	Hold	1,385	–	–	0.2%	43
2023 Q2	$617K	Hold	1,385	–	–	0.2%	42
2023 Q1	$569K	Hold	1,385	–	–	0.17%	50
2022 Q4	$532K	Sell	1,385 -852	-38%	-$329K	0.22%	42
2022 Q3	$803K	Hold	2,237	–	–	0.33%	39
2022 Q2	$848K	Hold	2,237	–	–	0.31%	40
2022 Q1	$1.01M	Hold	2,237	–	–	0.31%	41
2021 Q4	$1.07M	Buy	2,237 +22	+1%	+$10.1K	0.25%	40
2021 Q3	$954K	Hold	2,215	–	–	0.29%	40
2021 Q2	$952K	Hold	2,215	–	–	0.3%	39
2021 Q1	$881K	Hold	2,215	–	–	0.29%	40
2020 Q4	$831K	Hold	2,215	–	–	0.29%	42
2020 Q3	$744K	Hold	2,215	–	–	0.35%	34
2020 Q2	$686K	Hold	2,215	–	–	0.39%	29
2020 Q1	$572K	Hold	2,215	–	–	0.48%	30
2019 Q4	$716K	Hold	2,215	–	–	0.44%	25
2019 Q3	$661K	Buy	2,215 +83	+4%	+$24.7K	0.54%	25
2019 Q2	$628K	Buy	2,132 +1,302	+157%	+$377K	0.5%	24
2019 Q1	$236K	Buy	+830	New	+$227K	0.16%	31

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

Kathryn A. Hall sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 1,385 shares — an estimated $799K sold.

Kathryn A. Hall first reported a position in IVV in Q1 2019 and held it in 23 quarters. The position peaked at $1.07M in Q4 2021. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

Kathryn A. Hall reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 1,385 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $799K.
Kathryn A. Hall first reported a position in iShares Core S&P 500 ETF in Q1 2019 and held it in 23 quarters.
Kathryn A. Hall's iShares Core S&P 500 ETF position peaked at $1.07M in Q4 2021.
3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

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