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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$129M	Buy	410,500 +69,000	+20%	+$23M	0.21%	93
2025 Q4	$110M	Buy	341,500 +220,500	+182%	+$71.7M	0.18%	97
2025 Q3	$38.7M	Buy	121,000 +40,000	+49%	+$12.1M	0.07%	203
2025 Q2	$23.2M	Hold	81,000	–	–	0.05%	259
2025 Q1	$20.7M	Hold	81,000	–	–	0.04%	285
2024 Q4	$23.3M	Hold	81,000	–	–	0.05%	272
2024 Q3	$23M	Buy	81,000 +6,000	+8%	+$1.64M	0.05%	250
2024 Q2	$19.7M	Sell	75,000 -97	-0.1%	-$25.2K	0.06%	192
2024 Q1	$20.3M	Hold	75,097	–	–	0.07%	182
2023 Q4	$18.9M	Buy	75,097 +97	+0.1%	+$21.9K	0.06%	191
2023 Q3	$16.8M	Sell	75,000 -200,000	-73%	-$47.9M	0.07%	173
2023 Q2	$66.7M	Hold	275,000	–	–	0.29%	50
2023 Q1	$62.4M	Sell	275,000 -132,000	-32%	-$30.2M	0.34%	46
2022 Q4	$87.3M	Sell	407,000 -299,000	-42%	-$65.5M	0.43%	46
2022 Q3	$146M	Hold	706,000	–	–	0.71%	25
2022 Q2	$146M	Hold	706,000	–	–	0.65%	30
2022 Q1	$181M	Sell	706,000 -1,141,000	-62%	-$292M	0.62%	26
2021 Q4	$541M	Buy	1,847,000 +265,000	+17%	+$79.9M	1.15%	10
2021 Q3	$464M	Buy	1,582,000 +91,000	+6%	+$27.3M	1.14%	10
2021 Q2	$465M	Buy	1,491,000 +866,000	+139%	+$261M	1.02%	14
2021 Q1	$188M	Buy	625,000 +25,000	+4%	+$7.76M	0.46%	39
2020 Q4	$172M	Buy	+600,000	New	+$153M	0.46%	38
2020 Q1	–	Sell	-160,000	Closed	-$34.3M	–	979
2019 Q4	$34.3M	Buy	+160,000	New	+$32.5M	0.15%	102

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its iShares Russell 2000 Growth ETF (IWO) stake by 20% in Q1 2026, buying an estimated $23M and bringing the position to 410,500 shares worth $129M. The position accounts for 0.21% of the portfolio, ranked #93.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in IWO in Q4 2019 and has held it in 23 quarters since. The position peaked at $541M in Q4 2021. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 410,500 shares of iShares Russell 2000 Growth ETF worth $129M as of Q1 2026.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 69,000 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $23M.
iShares Russell 2000 Growth ETF made up 0.21% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #93 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 23 quarters since.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's iShares Russell 2000 Growth ETF position peaked at $541M in Q4 2021.
1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth 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.