Mackenzie Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $567K | Sell |
2,498
-147
| -6% | -$31.1K | ﹤0.01% | 1295 |
|
|
2026
Q1 | $501K | Buy |
2,645
+83
| +3% | +$16.4K | ﹤0.01% | 1215 |
|
|
2025
Q4 | $458K | Buy |
2,562
+70
| +3% | +$12K | ﹤0.01% | 1243 |
|
|
2025
Q3 | $406K | Sell |
2,492
-32
| -1% | -$5.41K | ﹤0.01% | 1303 |
|
|
2025
Q2 | $443K | Sell |
2,524
-5,219
| -67% | -$925K | ﹤0.01% | 1269 |
|
|
2025
Q1 | $1.4M | Buy |
7,743
+767
| +11% | +$153K | ﹤0.01% | 886 |
|
|
2024
Q4 | $1.46M | Buy |
6,976
+677
| +11% | +$148K | ﹤0.01% | 854 |
|
|
2024
Q3 | $1.35M | Sell |
6,299
-104
| -2% | -$21K | ﹤0.01% | 802 |
|
|
2024
Q2 | $1.29M | Sell |
6,403
-364
| -5% | -$79.5K | ﹤0.01% | 812 |
|
|
2024
Q1 | $1.65M | Buy |
6,767
+260
| +4% | +$58.7K | ﹤0.01% | 784 |
|
|
2023
Q4 | $1.41M | Sell |
6,507
-160
| -2% | -$32.3K | ﹤0.01% | 794 |
|
|
2023
Q3 | $1.38M | Buy |
6,667
+290
| +5% | +$62.9K | ﹤0.01% | 781 |
|
|
2023
Q2 | $1.36M | Sell |
6,377
-219
| -3% | -$46K | ﹤0.01% | 796 |
|
|
2023
Q1 | $1.52M | Buy |
6,596
+61
| +0.9% | +$13.8K | ﹤0.01% | 784 |
|
|
2022
Q4 | $1.49M | Buy |
6,535
+675
| +12% | +$151K | ﹤0.01% | 724 |
|
|
2022
Q3 | $1.17M | Buy |
5,860
+120
| +2% | +$24.3K | ﹤0.01% | 794 |
|
|
2022
Q2 | $1.04M | Buy |
5,740
+282
| +5% | +$53.1K | ﹤0.01% | 832 |
|
|
2022
Q1 | $1.05M | Buy |
5,458
+477
| +10% | +$96.8K | ﹤0.01% | 886 |
|
|
2021
Q4 | $1.18M | Sell |
4,981
-140
| -3% | -$31.8K | ﹤0.01% | 876 |
|
|
2021
Q3 | $1.06M | Sell |
5,121
-30
| -0.6% | -$6.66K | ﹤0.01% | 904 |
|
|
2021
Q2 | $1.13M | Buy |
5,151
+2,088
| +68% | +$461K | ﹤0.01% | 840 |
|
|
2021
Q1 | $641K | Buy |
3,063
+1,244
| +68% | +$247K | ﹤0.01% | 882 |
|
|
2020
Q4 | $362K | Buy |
1,819
+111
| +6% | +$21.1K | ﹤0.01% | 913 |
|
|
2020
Q3 | $312K | Buy |
1,708
+211
| +14% | +$36.5K | ﹤0.01% | 874 |
|
|
2020
Q2 | $237K | Buy |
1,497
+36
| +2% | +$5.5K | ﹤0.01% | 913 |
|
|
2020
Q1 | $202K | Buy |
1,461
+233
| +19% | +$36.6K | ﹤0.01% | 978 |
|
|
2019
Q4 | $211K | Buy |
+1,228
| New | +$199K | ﹤0.01% | 1031 |
|
|
2018
Q3 | – | Sell |
-4,923
| Closed | -$672K | – | 1127 |
|
|
2018
Q2 | $672K | Sell |
4,923
-288
| -6% | -$40.2K | ﹤0.01% | 736 |
|
|
2018
Q1 | $743K | Buy |
+5,211
| New | +$727K | ﹤0.01% | 672 |
|
Other funds holding IEX
Mackenzie Financial's IEX Position: Q2 2026 in Review
Mackenzie Financial reduced its IDEX (IEX) stake by 5.6% in Q2 2026, selling an estimated $31.1K and leaving 2,498 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.
Mackenzie Financial first reported a position in IEX in Q1 2018 and has held it in 29 quarters since. The position peaked at $1.65M in Q1 2024. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Mackenzie Financial held 2,498 shares of IDEX worth $567K as of Q2 2026.
- Mackenzie Financial sold 147 IDEX shares in Q2 2026, an estimated $31.1K.
- IDEX made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1295 holding.
- Mackenzie Financial first reported a position in IDEX in Q1 2018 and has held it in 29 quarters since.
- Mackenzie Financial's IDEX position peaked at $1.65M in Q1 2024.
- 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.