Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s iShares Russell 2000 ETF IWM Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2026
Q1 		$1.16B Sell
4,680,000
-249,000
-5% -$64.2M 1.87% 10
2025
Q4 		$1.21B Sell
4,929,000
-677,000
-12% -$166M 2.03% 10
2025
Q3 		$1.36B Buy
5,606,000
+1,428,000
+34% +$328M 2.46% 10
2025
Q2 		$902M Sell
4,178,000
-5,350,000
-56% -$1.08B 1.75% 9
2025
Q1 		$1.9B Buy
9,528,000
+3,206,000
+51% +$695M 4.06% 3
2024
Q4 		$1.4B Sell
6,322,000
-5,621,000
-47% -$1.28B 2.94% 7
2024
Q3 		$2.64B Buy
11,943,000
+1,321,000
+12% +$283M 6.24% 1
2024
Q2 		$2.16B Buy
10,622,000
+1,510,000
+17% +$305M 6.17% 2
2024
Q1 		$1.92B Sell
9,112,000
-4,007,000
-31% -$799M 6.46% 2
2023
Q4 		$2.63B Buy
13,119,000
+1,913,000
+17% +$343M 8.98% 2
2023
Q3 		$1.98B Buy
11,206,000
+890,400
+9% +$167M 8.73% 2
2023
Q2 		$1.93B Buy
10,315,600
+374,000
+4% +$66.7M 8.42% 1
2023
Q1 		$1.77B Sell
9,941,600
-2,239,400
-18% -$412M 9.64% 1
2022
Q4 		$2.12B Sell
12,181,000
-2,400,100
-16% -$427M 10.39% 1
2022
Q3 		$2.4B Buy
14,581,100
+1,192,100
+9% +$217M 11.71% 2
2022
Q2 		$2.27B Sell
13,389,000
-57,300
-0.4% -$10.6M 10.04% 2
2022
Q1 		$2.76B Sell
13,446,300
-7,441,400
-36% -$1.52B 9.54% 1
2021
Q4 		$4.65B Sell
20,887,700
-613,000
-3% -$139M 9.85% 1
2021
Q3 		$4.7B Buy
21,500,700
+1,774,700
+9% +$393M 11.51% 1
2021
Q2 		$4.52B Buy
19,726,000
+1,522,500
+8% +$342M 9.89% 1
2021
Q1 		$4.02B Buy
18,203,500
+7,930,400
+77% +$1.73B 9.92% 2
2020
Q4 		$2.01B Buy
10,273,100
+9,492,100
+1,215% +$1.66B 5.35% 3
2020
Q3 		$117M Buy
781,000
+10,200
+1% +$1.53M 0.88% 23
2020
Q2 		$110M Buy
770,800
+23,800
+3% +$3.12M 0.88% 22
2020
Q1 		$85.5M Sell
747,000
-6,155,000
-89% -$918M 0.92% 20
2019
Q4 		$1.14B Buy
+6,902,000
New +$1.09B 4.91% 3

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its iShares Russell 2000 ETF (IWM) stake by 5.1% in Q1 2026, selling an estimated $64.2M and leaving 4,680,000 shares worth $1.16B. The position accounts for 1.87% of the portfolio, ranked #10.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.7B in Q3 2021. 2,576 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 4,680,000 shares of iShares Russell 2000 ETF worth $1.16B as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 249,000 iShares Russell 2000 ETF shares in Q1 2026, an estimated $64.2M.
  • iShares Russell 2000 ETF made up 1.87% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #10 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's iShares Russell 2000 ETF position peaked at $4.7B in Q3 2021.
  • 2,576 funds tracked by Wall St. Rank held iShares Russell 2000 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.