Kathryn A. Hall’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,556	Closed	-$1.59M	–	32
2024 Q3	$1.59M	Hold	16,556	–	–	0.33%	33
2024 Q2	$1.53M	Hold	16,556	–	–	0.35%	31
2024 Q1	$1.4M	Hold	16,556	–	–	0.32%	34
2023 Q4	$1.24M	Hold	16,556	–	–	0.35%	35
2023 Q3	$1.13M	Hold	16,556	–	–	0.38%	38
2023 Q2	$1.17M	Hold	16,556	–	–	0.38%	37
2023 Q1	$1.06M	Hold	16,556	–	–	0.31%	46
2022 Q4	$969K	Hold	16,556	–	–	0.4%	37
2022 Q3	$958K	Hold	16,556	–	–	0.4%	38
2022 Q2	$999K	Hold	16,556	–	–	0.36%	39
2022 Q1	$1.26M	Hold	16,556	–	–	0.38%	40
2021 Q4	$1.39M	Hold	16,556	–	–	0.32%	38
2021 Q3	$1.22M	Hold	16,556	–	–	0.37%	37
2021 Q2	$1.2M	Hold	16,556	–	–	0.38%	37
2021 Q1	$1.08M	Hold	16,556	–	–	0.35%	36
2020 Q4	$1.06M	Hold	16,556	–	–	0.37%	39
2020 Q3	$956K	Hold	16,556	–	–	0.45%	30
2020 Q2	$859K	Hold	16,556	–	–	0.49%	27
2020 Q1	$683K	Hold	16,556	–	–	0.57%	27
2019 Q4	$801K	Hold	16,556	–	–	0.5%	23
2019 Q3	$745K	Hold	16,556	–	–	0.61%	23
2019 Q2	$742K	Buy	+16,556	New	+$728K	0.59%	21

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Kathryn A. Hall sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 16,556 shares — an estimated $1.59M sold.

Kathryn A. Hall first reported a position in IVW in Q2 2019 and held it in 22 quarters. The position peaked at $1.59M in Q3 2024. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

Kathryn A. Hall reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 16,556 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $1.59M.
Kathryn A. Hall first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and held it in 22 quarters.
Kathryn A. Hall's iShares S&P 500 Growth ETF position peaked at $1.59M in Q3 2024.
1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

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