Johns Hopkins University’s iShares Russell 1000 Value ETF IWD Stock Holding History

Johns Hopkins University’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-33,316	Closed	-$6.78M	–	16
2025 Q3	$6.78M	Hold	33,316	–	–	0.38%	12
2025 Q2	$6.47M	Sell	33,316 -812,817	-96%	-$151M	0.34%	13
2025 Q1	$159M	Sell	846,133 -259,271	-23%	-$49.4M	6.01%	4
2024 Q4	$205M	Hold	1,105,404	–	–	7.7%	3
2024 Q3	$210M	Buy	1,105,404 +482,289	+77%	+$87.9M	7.86%	4
2024 Q2	$109M	Hold	623,115	–	–	4.34%	6
2024 Q1	$112M	Hold	623,115	–	–	4.35%	6
2023 Q4	$103M	Buy	623,115 +549,728	+749%	+$84.9M	4.33%	8
2023 Q3	$11.1M	Hold	73,387	–	–	0.61%	9
2023 Q2	$11.6M	Hold	73,387	–	–	0.64%	8
2023 Q1	$11.2M	Sell	73,387 -1,446,960	-95%	-$223M	0.7%	6
2022 Q4	$231M	Sell	1,520,347 -636,444	-30%	-$95.3M	13.47%	2
2022 Q3	$293M	Buy	2,156,791 +1,259,508	+140%	+$189M	17.76%	2
2022 Q2	$130M	Sell	897,283 -490,130	-35%	-$76.7M	12.66%	4
2022 Q1	$230M	Sell	1,387,413 -12,262	-0.9%	-$2.01M	23.76%	1
2021 Q4	$235M	Sell	1,399,675 -476,837	-25%	-$78.1M	22.89%	2
2021 Q3	$294M	Buy	1,876,512 +1,017,789	+119%	+$163M	23.87%	2
2021 Q2	$136M	Buy	+858,723	New	+$136M	16.88%	2

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Johns Hopkins University's IWD Position: Q4 2025 in Review

Johns Hopkins University sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 33,316 shares — an estimated $6.78M sold.

Johns Hopkins University first reported a position in IWD in Q2 2021 and held it in 18 quarters. The position peaked at $294M in Q3 2021. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Johns Hopkins University reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
Johns Hopkins University sold 33,316 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $6.78M.
Johns Hopkins University first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and held it in 18 quarters.
Johns Hopkins University's iShares Russell 1000 Value ETF position peaked at $294M in Q3 2021.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Johns Hopkins University's 13F filing for Q4 2025, filed 17 Feb 2026.