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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,150	Closed	-$3.82M	–	34
2024 Q3	$3.82M	Hold	20,150	–	–	0.8%	21
2024 Q2	$3.52M	Hold	20,150	–	–	0.81%	21
2024 Q1	$3.61M	Hold	20,150	–	–	0.83%	21
2023 Q4	$3.33M	Sell	20,150 -32,610	-62%	-$5.04M	0.94%	20
2023 Q3	$8.01M	Hold	52,760	–	–	2.72%	10
2023 Q2	$8.33M	Sell	52,760 -3,450	-6%	-$527K	2.71%	11
2023 Q1	$8.56M	Buy	56,210 +32,610	+138%	+$5.04M	2.51%	11
2022 Q4	$3.58M	Hold	23,600	–	–	1.47%	17
2022 Q3	$3.21M	Hold	23,600	–	–	1.33%	19
2022 Q2	$3.42M	Hold	23,600	–	–	1.25%	21
2022 Q1	$3.92M	Hold	23,600	–	–	1.18%	19
2021 Q4	$3.96M	Hold	23,600	–	–	0.91%	19
2021 Q3	$3.69M	Hold	23,600	–	–	1.11%	17
2021 Q2	$3.74M	Hold	23,600	–	–	1.19%	17
2021 Q1	$3.58M	Hold	23,600	–	–	1.17%	19
2020 Q4	$3.23M	Hold	23,600	–	–	1.13%	19
2020 Q3	$2.79M	Hold	23,600	–	–	1.32%	14
2020 Q2	$2.66M	Sell	23,600 -4,300	-15%	-$473K	1.53%	13
2020 Q1	$2.77M	Hold	27,900	–	–	2.3%	9
2019 Q4	$3.81M	Hold	27,900	–	–	2.36%	7
2019 Q3	$3.58M	Hold	27,900	–	–	2.91%	6
2019 Q2	$3.55M	Hold	27,900	–	–	2.83%	6
2019 Q1	$3.44M	Buy	+27,900	New	+$3.35M	2.32%	6

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Kathryn A. Hall sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2024, closing a stake of 20,150 shares — an estimated $3.82M sold.

Kathryn A. Hall first reported a position in IWD in Q1 2019 and held it in 23 quarters. The position peaked at $8.56M in Q1 2023. 1,737 funds tracked by Wall St. Rank hold IWD as of Q4 2024.

Kathryn A. Hall reported no remaining iShares Russell 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 20,150 iShares Russell 1000 Value ETF shares in Q4 2024, an estimated $3.82M.
Kathryn A. Hall first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and held it in 23 quarters.
Kathryn A. Hall's iShares Russell 1000 Value ETF position peaked at $8.56M in Q1 2023.
1,737 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2024.

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