Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-250,000	Closed	-$26.1M	–	1156
2025 Q1	$26.1M	Hold	250,000	–	–	0.06%	250
2024 Q4	$28.8M	Hold	250,000	–	–	0.06%	236
2024 Q3	$29.2M	Buy	+250,000	New	+$28.2M	0.07%	219
2022 Q3	–	Sell	-250,000	Closed	-$23.1M	–	1577
2022 Q2	$23.1M	Hold	250,000	–	–	0.1%	130
2022 Q1	$27M	Hold	250,000	–	–	0.09%	150
2021 Q4	$28.6M	Hold	250,000	–	–	0.06%	221
2021 Q3	$27.3M	Hold	250,000	–	–	0.07%	187
2021 Q2	$28.2M	Sell	250,000 -550,000	-69%	-$61.3M	0.06%	226
2021 Q1	$86.8M	Sell	800,000 -850,000	-52%	-$89M	0.21%	80
2020 Q4	$152M	Buy	+1,650,000	New	+$136M	0.4%	46
2020 Q1	–	Sell	-450,000	Closed	-$37.7M	–	967
2019 Q4	$37.7M	Buy	+450,000	New	+$36.2M	0.16%	91

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's IJR Position: Q2 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2025, closing a stake of 250,000 shares — an estimated $26.1M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in IJR in Q4 2019 and held it in 11 quarters. The position peaked at $152M in Q4 2020. 2,506 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 250,000 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $26.1M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and held it in 11 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's iShares Core S&P Small-Cap ETF position peaked at $152M in Q4 2020.
2,506 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2025, filed 13 Aug 2025.