Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s iShares Russell 1000 Value ETF IWD Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2026 Q1	–	Sell	-60,000	Closed	-$12.6M	–	1556
2025 Q4	$12.6M	Hold	60,000	–	–	0.02%	422
2025 Q3	$12.2M	Hold	60,000	–	–	0.02%	408
2025 Q2	$11.7M	Hold	60,000	–	–	0.02%	374
2025 Q1	$11.3M	Hold	60,000	–	–	0.02%	377
2024 Q4	$11.1M	Buy	+60,000	New	+$11.5M	0.02%	391
2023 Q2	–	Sell	-51,600	Closed	-$7.86M	–	1291
2023 Q1	$7.86M	Buy	51,600 +18,100	+54%	+$2.8M	0.04%	258
2022 Q4	$5.08M	Hold	33,500	–	–	0.02%	438
2022 Q3	$4.56M	Hold	33,500	–	–	0.02%	412
2022 Q2	$4.86M	Buy	33,500 +14,500	+76%	+$2.27M	0.02%	438
2022 Q1	$3.15M	Hold	19,000	–	–	0.01%	725
2021 Q4	$3.19M	Hold	19,000	–	–	0.01%	774
2021 Q3	$2.97M	Hold	19,000	–	–	0.01%	731
2021 Q2	$3.01M	Hold	19,000	–	–	0.01%	854
2021 Q1	$2.88M	Sell	19,000 -18,400	-49%	-$2.66M	0.01%	644
2020 Q4	$5.11M	Buy	37,400 +12,600	+51%	+$1.62M	0.01%	506
2020 Q3	$2.93M	Buy	+24,800	New	+$2.94M	0.02%	308

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's IWD Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 60,000 shares — an estimated $12.6M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in IWD in Q3 2020 and held it in 16 quarters. The position peaked at $12.6M in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 60,000 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $12.6M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and held it in 16 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's iShares Russell 1000 Value ETF position peaked at $12.6M in Q4 2025.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.