Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s iShares US Financial Services ETF IYG Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30,000
Closed -$1.58M – 1374
2022
Q4 		$1.58M Buy
+30,000
New +$1.57M 0.01% 798

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's IYG Position: Q1 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of iShares US Financial Services ETF (IYG) in Q1 2023, closing a stake of 30,000 shares — an estimated $1.58M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in IYG in Q4 2022 and held it in 1 quarter. The position peaked at $1.58M in Q4 2022. 209 funds tracked by Wall St. Rank hold IYG as of Q1 2023.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining iShares US Financial Services ETF position as of Q1 2023 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 30,000 iShares US Financial Services ETF shares in Q1 2023, an estimated $1.58M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in iShares US Financial Services ETF in Q4 2022 and held it in 1 quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's iShares US Financial Services ETF position peaked at $1.58M in Q4 2022.
  • 209 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2023, filed 12 May 2023.