Johns Hopkins University’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-206,829	Closed	-$45.7M	–	17
2024 Q4	$45.7M	Sell	206,829 -67,735	-25%	-$15.4M	1.72%	9
2024 Q3	$60.6M	Sell	274,564 -228,109	-45%	-$48.8M	2.27%	9
2024 Q2	$102M	Sell	502,673 -244,826	-33%	-$49.5M	4.07%	7
2024 Q1	$157M	Hold	747,499	–	–	6.13%	5
2023 Q4	$150M	Buy	+747,499	New	+$134M	6.31%	5

Other funds holding IWM

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Johns Hopkins University's IWM Position: Q1 2025 in Review

Johns Hopkins University sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 206,829 shares — an estimated $45.7M sold.

Johns Hopkins University first reported a position in IWM in Q4 2023 and held it in 5 quarters. The position peaked at $157M in Q1 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Johns Hopkins University reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Johns Hopkins University sold 206,829 iShares Russell 2000 ETF shares in Q1 2025, an estimated $45.7M.
Johns Hopkins University first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 5 quarters.
Johns Hopkins University's iShares Russell 2000 ETF position peaked at $157M in Q1 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Johns Hopkins University's 13F filing for Q1 2025, filed 6 May 2025.