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
2024 Q2	–	Sell	-10,000	Closed	-$2.1M	–	1057
2024 Q1	$2.1M	Hold	10,000	–	–	0.01%	538
2023 Q4	$2.01M	Buy	+10,000	New	+$1.79M	0.01%	641
2023 Q3	–	Sell	-225,000	Closed	-$42.1M	–	1135
2023 Q2	$42.1M	Sell	225,000 -75,000	-25%	-$13.4M	0.18%	92
2023 Q1	$53.5M	Buy	300,000 +245,000	+445%	+$45.1M	0.29%	58
2022 Q4	$9.59M	Buy	+55,000	New	+$9.78M	0.05%	294
2021 Q2	–	Sell	-6,900	Closed	-$1.52M	–	1866
2021 Q1	$1.52M	Buy	+6,900	New	+$1.51M	﹤0.01%	846

Other funds holding IWM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.