Kathryn A. Hall’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$1.42M | 0.82% | 20 |
|