13F Portfolios

Gray Foundation — ISHARES TR INDA: Quarterly 13F Position History

Gray Foundation has reported ISHARES TR (INDA) on 10 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2023. As of Q1 2026, the position is sized at 425,748 shares ($19.9M market value, 5.03% of the equity book).

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 425,748 0 $19.9M 5.03% $46.84
Q4 2025 425,748 0 $23.0M 5.77% $54.05
Q3 2025 425,748 65,200 -13.3% $22.2M 6.31% $52.06
Q2 2025 490,948 0 $27.3M 7.74% $55.68
Q1 2025 490,948 0 $25.3M 7.88% $51.48
Q4 2024 490,948 68,700 -12.3% $25.8M 7.37% $52.64
Q3 2024 559,648 0 $32.8M 9.72% $58.53
Q2 2024 559,648 0 $31.2M 9.55% $55.78
Q1 2024 559,648 0 $28.9M 9.02% $51.59
Q4 2023 559,648 $27.3M 9.66% $48.81

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Gray Foundation first disclose a INDA position in 13F-HR filings?

Gray Foundation first reported ISHARES TR (INDA) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.

What was Gray Foundation's most recent quarter-over-quarter share-count change in INDA?

Gray Foundation held the same 425,748 shares of INDA between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent Gray Foundation's cost basis in INDA?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.