Mackenzie Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mackenzie Financial’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60.7M	Buy	409,590 +44,270	+12%	+$6.08M	0.06%	229
2026 Q1	$45.4M	Buy	365,320 +144,170	+65%	+$18.3M	0.05%	273
2025 Q4	$26.9M	Buy	221,150 +35,740	+19%	+$4.27M	0.03%	346
2025 Q3	$22M	Buy	185,410 +23,000	+14%	+$2.65M	0.03%	364
2025 Q2	$17.7M	Buy	162,410 +1,020	+0.6%	+$105K	0.02%	387
2025 Q1	$16.9M	Buy	161,390 +7,900	+5%	+$891K	0.02%	373
2024 Q4	$17.7M	Buy	153,490 +6,920	+5%	+$827K	0.02%	375
2024 Q3	$17.1M	Buy	146,570 +13,910	+10%	+$1.57M	0.02%	366
2024 Q2	$14.1M	Buy	132,660 +2,690	+2%	+$288K	0.02%	385
2024 Q1	$14.4M	Sell	129,970 -45,370	-26%	-$4.82M	0.02%	385
2023 Q4	$19M	Buy	175,340 +45,340	+35%	+$4.37M	0.03%	345
2023 Q3	$11.9M	Buy	+130,000	New	+$13M	0.02%	399
2023 Q2	–	Sell	-22,857	Closed	-$2.21M	–	1570
2023 Q1	$2.21M	Buy	22,857 +1,765	+8%	+$176K	﹤0.01%	717
2022 Q4	$2M	Sell	21,092 -1,120	-5%	-$107K	﹤0.01%	676
2022 Q3	$1.94M	Buy	22,212 +351	+2%	+$34.1K	﹤0.01%	711
2022 Q2	$2.02M	Sell	21,861 -2,453	-10%	-$244K	﹤0.01%	727
2022 Q1	$2.62M	Sell	24,314 -1,275	-5%	-$138K	﹤0.01%	703
2021 Q4	$2.93M	Sell	25,589 -338	-1%	-$38.5K	﹤0.01%	688
2021 Q3	$2.83M	Sell	25,927 -117	-0.4%	-$12.9K	﹤0.01%	683
2021 Q2	$2.94M	Sell	26,044 -4,197	-14%	-$468K	﹤0.01%	655
2021 Q1	$3.28M	Sell	30,241 -10,115	-25%	-$1.06M	0.01%	602
2020 Q4	$3.71M	Sell	40,356 -37,844	-48%	-$3.11M	0.01%	496
2020 Q3	$5.49M	Buy	78,200 +19,600	+33%	+$1.4M	0.01%	392
2020 Q2	$4M	Sell	58,600 -2,100	-3%	-$133K	0.01%	434
2020 Q1	$3.41M	Buy	60,700 +4,400	+8%	+$328K	0.01%	398
2019 Q4	$4.72M	Buy	+56,300	New	+$4.53M	0.01%	450
2019 Q3	–	Sell	-21,183	Closed	-$1.66M	–	1048
2019 Q2	$1.66M	Buy	21,183 +11,700	+123%	+$908K	﹤0.01%	671
2019 Q1	$732K	Buy	+9,483	New	+$728K	﹤0.01%	970

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mackenzie Financial's IJR Position: Q2 2026 in Review

Mackenzie Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q2 2026, buying an estimated $6.08M and bringing the position to 409,590 shares worth $60.7M. The position accounts for 0.06% of the portfolio, ranked #229.

Mackenzie Financial first reported a position in IJR in Q1 2019 and has held it in 28 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Mackenzie Financial held 409,590 shares of iShares Core S&P Small-Cap ETF worth $60.7M as of Q2 2026.
Mackenzie Financial bought 44,270 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.08M.
iShares Core S&P Small-Cap ETF made up 0.06% of Mackenzie Financial's portfolio in Q2 2026, its #229 holding.
Mackenzie Financial first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 28 quarters since.
2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.