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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-49,320	Closed	-$4.63M	–	35
2024 Q3	$4.63M	Hold	49,320	–	–	0.97%	19
2024 Q2	$4.49M	Hold	49,320	–	–	1.04%	17
2024 Q1	$4.16M	Hold	49,320	–	–	0.96%	20
2023 Q4	$3.74M	Sell	49,320 -111,260	-69%	-$7.87M	1.05%	19
2023 Q3	$10.7M	Hold	160,580	–	–	3.62%	6
2023 Q2	$11M	Hold	160,580	–	–	3.6%	8
2023 Q1	$9.81M	Buy	160,580 +111,260	+226%	+$6.41M	2.87%	9
2022 Q4	$2.64M	Hold	49,320	–	–	1.09%	20
2022 Q3	$2.59M	Hold	49,320	–	–	1.07%	23
2022 Q2	$2.7M	Hold	49,320	–	–	0.98%	24
2022 Q1	$3.42M	Hold	49,320	–	–	1.03%	22
2021 Q4	$3.77M	Hold	49,320	–	–	0.87%	20
2021 Q3	$3.38M	Hold	49,320	–	–	1.02%	20
2021 Q2	$3.35M	Hold	49,320	–	–	1.06%	20
2021 Q1	$3M	Hold	49,320	–	–	0.98%	22
2020 Q4	$2.97M	Hold	49,320	–	–	1.04%	21
2020 Q3	$2.67M	Hold	49,320	–	–	1.27%	16
2020 Q2	$2.37M	Hold	49,320	–	–	1.36%	16
2020 Q1	$1.86M	Hold	49,320	–	–	1.55%	15
2019 Q4	$2.17M	Sell	49,320 -95,700	-66%	-$4M	1.34%	11
2019 Q3	$5.79M	Hold	145,020	–	–	4.71%	4
2019 Q2	$5.7M	Hold	145,020	–	–	4.55%	4
2019 Q1	$5.49M	Buy	+145,020	New	+$5.21M	3.7%	4
2014 Q3	–	Sell	-72,944	Closed	-$1.66M	–	36
2014 Q2	$1.66M	Sell	72,944 -397,112	-84%	-$8.71M	0.29%	40
2014 Q1	$10.2M	Hold	470,056	–	–	3.72%	5
2013 Q4	$10.1M	Hold	470,056	–	–	3.83%	5
2013 Q3	$9.19M	Buy	+470,056	New	+$9M	3.59%	6

Other funds holding IWF

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

Kathryn A. Hall sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2024, closing a stake of 49,320 shares — an estimated $4.63M sold.

Kathryn A. Hall first reported a position in IWF in Q3 2013 and held it in 27 quarters. The position peaked at $11M in Q2 2023. 2,304 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Kathryn A. Hall reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 49,320 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $4.63M.
Kathryn A. Hall first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and held it in 27 quarters.
Kathryn A. Hall's iShares Russell 1000 Growth ETF position peaked at $11M in Q2 2023.
2,304 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

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