Kathryn A. Hall’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-26,520	Closed	-$2.34M	–	37
2024 Q3	$2.34M	Hold	26,520	–	–	0.49%	26
2024 Q2	$2.15M	Hold	26,520	–	–	0.5%	25
2024 Q1	$2.23M	Hold	26,520	–	–	0.51%	27
2023 Q4	$2.06M	Hold	26,520	–	–	0.58%	27
2023 Q3	$1.84M	Hold	26,520	–	–	0.62%	29
2023 Q2	$1.94M	Hold	26,520	–	–	0.63%	28
2023 Q1	$1.85M	Hold	26,520	–	–	0.54%	36
2022 Q4	$1.79M	Hold	26,520	–	–	0.73%	30
2022 Q3	$1.65M	Hold	26,520	–	–	0.68%	32
2022 Q2	$1.72M	Hold	26,520	–	–	0.63%	32
2022 Q1	$2.07M	Hold	26,520	–	–	0.62%	34
2021 Q4	$2.2M	Hold	26,520	–	–	0.51%	32
2021 Q3	$2.07M	Hold	26,520	–	–	0.63%	30
2021 Q2	$2.1M	Hold	26,520	–	–	0.67%	30
2021 Q1	$1.96M	Hold	26,520	–	–	0.64%	30
2020 Q4	$1.82M	Hold	26,520	–	–	0.63%	31
2020 Q3	$1.52M	Hold	26,520	–	–	0.72%	20
2020 Q2	$1.42M	Buy	+26,520	New	+$1.33M	0.82%	20

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Kathryn A. Hall sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2024, closing a stake of 26,520 shares — an estimated $2.34M sold.

Kathryn A. Hall first reported a position in IWR in Q2 2020 and held it in 18 quarters. The position peaked at $2.34M in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Kathryn A. Hall reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 26,520 iShares Russell Mid-Cap ETF shares in Q4 2024, an estimated $2.34M.
Kathryn A. Hall first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and held it in 18 quarters.
Kathryn A. Hall's iShares Russell Mid-Cap ETF position peaked at $2.34M in Q3 2024.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

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