Kathryn A. Hall’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-35,305	Closed	-$11.1M	–	33
2024 Q3	$11.1M	Hold	35,305	–	–	2.33%	8
2024 Q2	$10.5M	Hold	35,305	–	–	2.43%	8
2024 Q1	$10.2M	Hold	35,305	–	–	2.35%	7
2023 Q4	$9.26M	Hold	35,305	–	–	2.61%	6
2023 Q3	$8.29M	Hold	35,305	–	–	2.82%	8
2023 Q2	$8.61M	Hold	35,305	–	–	2.81%	10
2023 Q1	$7.95M	Hold	35,305	–	–	2.33%	12
2022 Q4	$7.43M	Hold	35,305	–	–	3.05%	9
2022 Q3	$6.97M	Hold	35,305	–	–	2.89%	10
2022 Q2	$7.33M	Hold	35,305	–	–	2.68%	11
2022 Q1	$8.83M	Hold	35,305	–	–	2.66%	10
2021 Q4	$9.34M	Hold	35,305	–	–	2.15%	10
2021 Q3	$8.53M	Hold	35,305	–	–	2.58%	9
2021 Q2	$8.55M	Hold	35,305	–	–	2.72%	8
2021 Q1	$7.9M	Hold	35,305	–	–	2.59%	9
2020 Q4	$7.48M	Hold	35,305	–	–	2.61%	10
2020 Q3	$6.61M	Buy	35,305 +10,280	+41%	+$1.9M	3.14%	8
2020 Q2	$4.3M	Buy	+25,025	New	+$4.05M	2.47%	8

Other funds holding IWB

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Kathryn A. Hall sold out of iShares Russell 1000 ETF (IWB) in Q4 2024, closing a stake of 35,305 shares — an estimated $11.1M sold.

Kathryn A. Hall first reported a position in IWB in Q2 2020 and held it in 18 quarters. The position peaked at $11.1M in Q3 2024. 1,357 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Kathryn A. Hall reported no remaining iShares Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 35,305 iShares Russell 1000 ETF shares in Q4 2024, an estimated $11.1M.
Kathryn A. Hall first reported a position in iShares Russell 1000 ETF in Q2 2020 and held it in 18 quarters.
Kathryn A. Hall's iShares Russell 1000 ETF position peaked at $11.1M in Q3 2024.
1,357 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

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