Kathryn A. Hall’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | $7.34M | 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% | +$1.92M | 3.14% | 8 |
|
|
2020
Q2 | $4.3M | Buy |
+25,025
| New | +$4.3M | 2.47% | 8 |
|