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

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