Mackenzie Financial’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $130M | Buy |
199,086
+8,815
| +5% | +$6.02M | 0.16% | 126 |
|
|
2025
Q4 | $131M | Buy |
190,271
+3,566
| +2% | +$2.42M | 0.16% | 125 |
|
|
2025
Q3 | $125M | Sell |
186,705
-10,697
| -5% | -$6.89M | 0.15% | 133 |
|
|
2025
Q2 | $123M | Buy |
197,402
+12,913
| +7% | +$7.41M | 0.16% | 133 |
|
|
2025
Q1 | $104M | Buy |
184,489
+12,835
| +7% | +$7.58M | 0.15% | 145 |
|
|
2024
Q4 | $101M | Sell |
171,654
-25,610
| -13% | -$15.2M | 0.14% | 146 |
|
|
2024
Q3 | $114M | Sell |
197,264
-275
| -0.1% | -$153K | 0.16% | 135 |
|
|
2024
Q2 | $108M | Buy |
197,539
+37,063
| +23% | +$19.5M | 0.16% | 133 |
|
|
2024
Q1 | $84.4M | Buy |
160,476
+24,584
| +18% | +$12.3M | 0.12% | 156 |
|
|
2023
Q4 | $64.9M | Sell |
135,892
-7,405
| -5% | -$3.31M | 0.1% | 173 |
|
|
2023
Q3 | $60.7M | Buy |
143,297
+5,387
| +4% | +$2.41M | 0.1% | 169 |
|
|
2023
Q2 | $61.6M | Buy |
137,910
+5,647
| +4% | +$2.38M | 0.09% | 182 |
|
|
2023
Q1 | $54.4M | Sell |
132,263
-11,759
| -8% | -$4.71M | 0.08% | 212 |
|
|
2022
Q4 | $55.3M | Sell |
144,022
-530,226
| -79% | -$205M | 0.09% | 190 |
|
|
2022
Q3 | $242M | Sell |
674,248
-5,582
| -0.8% | -$2.23M | 0.42% | 63 |
|
|
2022
Q2 | $258M | Buy |
679,830
+2,709
| +0.4% | +$1.11M | 0.41% | 60 |
|
|
2022
Q1 | $307M | Buy |
677,121
+14,503
| +2% | +$6.49M | 0.41% | 57 |
|
|
2021
Q4 | $316M | Buy |
662,618
+79,523
| +14% | +$36.6M | 0.43% | 57 |
|
|
2021
Q3 | $251M | Sell |
583,095
-61,905
| -10% | -$27.4M | 0.36% | 69 |
|
|
2021
Q2 | $277M | Buy |
645,000
+2,500
| +0.4% | +$1.05M | 0.39% | 67 |
|
|
2021
Q1 | $256M | Buy |
642,500
+164,500
| +34% | +$63.7M | 0.39% | 67 |
|
|
2020
Q4 | $179M | Sell |
478,000
-140,500
| -23% | -$50M | 0.39% | 76 |
|
|
2020
Q3 | $208M | Buy |
618,500
+438,400
| +243% | +$146M | 0.52% | 55 |
|
|
2020
Q2 | $55.8M | Buy |
180,100
+99,200
| +123% | +$29.1M | 0.15% | 160 |
|
|
2020
Q1 | $20.9M | Hold |
80,900
| – | – | 0.07% | 211 |
|
|
2019
Q4 | $26.1M | Buy |
80,900
+750
| +0.9% | +$232K | 0.06% | 223 |
|
|
2019
Q3 | $23.9M | Sell |
80,150
-48,682
| -38% | -$14.5M | 0.06% | 227 |
|
|
2019
Q2 | $38M | Sell |
128,832
-307,236
| -70% | -$89M | 0.1% | 194 |
|
|
2019
Q1 | $124M | Buy |
436,068
+434,319
| +24,832% | +$119M | 0.3% | 84 |
|
|
2018
Q4 | $440K | Buy |
1,749
+727
| +71% | +$197K | ﹤0.01% | 960 |
|
|
2018
Q3 | $299K | Sell |
1,022
-965
| -49% | -$277K | ﹤0.01% | 990 |
|
|
2018
Q2 | $543K | Sell |
1,987
-49,499
| -96% | -$13.5M | ﹤0.01% | 773 |
|
|
2018
Q1 | $13.7M | Buy |
51,486
+50,123
| +3,677% | +$13.8M | 0.03% | 283 |
|
|
2017
Q4 | $366K | Buy |
+1,363
| New | +$357K | ﹤0.01% | 731 |
|
Other funds holding IVV
Mackenzie Financial's IVV Position: Q1 2026 in Review
Mackenzie Financial increased its iShares Core S&P 500 ETF (IVV) stake by 4.6% in Q1 2026, buying an estimated $6.02M and bringing the position to 199,086 shares worth $130M. The position accounts for 0.16% of the portfolio, ranked #126.
Mackenzie Financial first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $316M in Q4 2021. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Mackenzie Financial held 199,086 shares of iShares Core S&P 500 ETF worth $130M as of Q1 2026.
- Mackenzie Financial bought 8,815 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.02M.
- iShares Core S&P 500 ETF made up 0.16% of Mackenzie Financial's portfolio in Q1 2026, its #126 holding.
- Mackenzie Financial first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Mackenzie Financial's iShares Core S&P 500 ETF position peaked at $316M in Q4 2021.
- 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.