Kathryn A. Hall’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-42,003	Closed	-$5.58M	–	12
2015 Q2	$5.58M	Hold	42,003	–	–	2.89%	4
2015 Q1	$5.57M	Hold	42,003	–	–	1.93%	6
2014 Q4	$5.49M	Hold	42,003	–	–	1.53%	7
2014 Q3	$4.91M	Buy	+42,003	New	+$4.95M	1.27%	8

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

Kathryn A. Hall's IWV Position: Q3 2015 in Review

Kathryn A. Hall sold out of iShares Russell 3000 ETF (IWV) in Q3 2015, closing a stake of 42,003 shares — an estimated $5.58M sold.

Kathryn A. Hall first reported a position in IWV in Q3 2014 and held it in 4 quarters. The position peaked at $5.58M in Q2 2015. 290 funds tracked by Wall St. Rank hold IWV as of Q3 2015.

Kathryn A. Hall reported no remaining iShares Russell 3000 ETF position as of Q3 2015 after selling out during the quarter.
Kathryn A. Hall sold 42,003 iShares Russell 3000 ETF shares in Q3 2015, an estimated $5.58M.
Kathryn A. Hall first reported a position in iShares Russell 3000 ETF in Q3 2014 and held it in 4 quarters.
Kathryn A. Hall's iShares Russell 3000 ETF position peaked at $5.58M in Q2 2015.
290 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2015.

Based on Kathryn A. Hall's 13F filing for Q3 2015, filed 13 Nov 2015.