13F Portfolios

Johns Hopkins University — ISHARES TR IWB: Quarterly 13F Position History

Johns Hopkins University has reported ISHARES TR (IWB) on 26 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2018. As of Q1 2026, the position is sized at 264,479 shares ($94.3M market value, 6.83% of the equity book).

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 26 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 264,479 0 $94.3M 6.83% $356.56
Q4 2025 264,479 0 $98.8M 7.19% $373.44
Q3 2025 264,479 0 $96.7M 5.39% $365.48
Q2 2025 264,479 370,450 -58.3% $89.8M 4.75% $339.57
Q1 2025 634,929 0 $194.8M 7.35% $306.74
Q4 2024 634,929 0 $204.5M 7.70% $322.16
Q3 2024 634,929 +473,559 +293.5% $199.6M 7.48% $314.39
Q2 2024 161,370 0 $48.0M 1.92% $297.54
Q1 2024 161,370 +161,370 $46.5M 1.81% $288.03
Q4 2023 0 0 $0 0.00%
Q3 2023 0 0 $0 0.00%
Q2 2023 0 0 $0 0.00%
Q1 2023 0 0 $0 0.00%
Q4 2022 0 1,066,860 -100.0% $0 0.00%
Q3 2022 1,066,860 +1,066,860 $210.5M 12.75% $197.33
Q2 2022 0 0 $0 0.00%
Q1 2022 0 0 $0 0.00%
Q4 2021 0 0 $0 0.00%
Q3 2021 0 0 $0 0.00%
Q2 2021 0 0 $0 0.00%
Q1 2021 0 0 $0 0.00%
Q4 2020 0 0 $0 0.00%
Q3 2019 0 0 $0 0.00%
Q2 2019 0 0 $0 0.00%
Q1 2019 0 735,000 -100.0% $0 0.00%
Q4 2018 735,000 $101.9M 94.17% $138.69

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 Johns Hopkins University first disclose a IWB position in 13F-HR filings?

Johns Hopkins University first reported ISHARES TR (IWB) on its 13F-HR filing for the period ending 2018-12-31 (Q4 2018). The position has appeared on 26 reported quarters within Pactolio's tracked window.

What was Johns Hopkins University's most recent quarter-over-quarter share-count change in IWB?

Johns Hopkins University held the same 264,479 shares of IWB between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent Johns Hopkins University's cost basis in IWB?

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.