Kathryn A. Hall’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,622	Closed	-$800K	–	36
2024 Q3	$800K	Hold	3,622	–	–	0.17%	39
2024 Q2	$735K	Hold	3,622	–	–	0.17%	41
2024 Q1	$762K	Sell	3,622 -161	-4%	-$32.1K	0.18%	40
2023 Q4	$759K	Hold	3,783	–	–	0.21%	40
2023 Q3	$669K	Hold	3,783	–	–	0.23%	41
2023 Q2	$708K	Hold	3,783	–	–	0.23%	39
2023 Q1	$675K	Hold	3,783	–	–	0.2%	48
2022 Q4	$660K	Hold	3,783	–	–	0.27%	39
2022 Q3	$625K	Hold	3,783	–	–	0.26%	42
2022 Q2	$640K	Hold	3,783	–	–	0.23%	42
2022 Q1	$776K	Hold	3,783	–	–	0.23%	43
2021 Q4	$842K	Hold	3,783	–	–	0.19%	42
2021 Q3	$828K	Hold	3,783	–	–	0.25%	42
2021 Q2	$868K	Hold	3,783	–	–	0.28%	41
2021 Q1	$836K	Hold	3,783	–	–	0.27%	41
2020 Q4	$742K	Hold	3,783	–	–	0.26%	44
2020 Q3	$567K	Buy	3,783 +483	+15%	+$72.7K	0.27%	36
2020 Q2	$472K	Hold	3,300	–	–	0.27%	33
2020 Q1	$378K	Hold	3,300	–	–	0.31%	35
2019 Q4	$547K	Hold	3,300	–	–	0.34%	28
2019 Q3	$499K	Sell	3,300 -149	-4%	-$22.8K	0.41%	30
2019 Q2	$536K	Buy	3,449 +149	+5%	+$23K	0.43%	26
2019 Q1	$505K	Buy	+3,300	New	+$496K	0.34%	24

Other funds holding IWM

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Kathryn A. Hall sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 3,622 shares — an estimated $800K sold.

Kathryn A. Hall first reported a position in IWM in Q1 2019 and held it in 23 quarters. The position peaked at $868K in Q2 2021. 2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Kathryn A. Hall reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 3,622 iShares Russell 2000 ETF shares in Q4 2024, an estimated $800K.
Kathryn A. Hall first reported a position in iShares Russell 2000 ETF in Q1 2019 and held it in 23 quarters.
Kathryn A. Hall's iShares Russell 2000 ETF position peaked at $868K in Q2 2021.
2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

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