Mackenzie Financial
IWD icon

Mackenzie Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Mackenzie Financial’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,839
Closed -$5.67M – 1748
2025
Q3 		$5.67M Buy
27,839
+1,030
+4% +$205K 0.01% 615
2025
Q2 		$5.21M Sell
26,809
-791
-3% -$146K 0.01% 599
2025
Q1 		$5.19M Hold
27,600
– – 0.01% 573
2024
Q4 		$5.11M Hold
27,600
– – 0.01% 569
2024
Q3 		$5.24M Sell
27,600
-642
-2% -$117K 0.01% 536
2024
Q2 		$4.93M Hold
28,242
– – 0.01% 553
2024
Q1 		$5.06M Sell
28,242
-1,702
-6% -$288K 0.01% 557
2023
Q4 		$4.95M Hold
29,944
– – 0.01% 559
2023
Q3 		$4.45M Sell
29,944
-1,983
-6% -$315K 0.01% 563
2023
Q2 		$5.06M Sell
31,927
-39,935
-56% -$6.11M 0.01% 548
2023
Q1 		$10.9M Sell
71,862
-1,855
-3% -$286K 0.02% 429
2022
Q4 		$11.2M Buy
73,717
+57,947
+367% +$8.67M 0.02% 391
2022
Q3 		$2.15M Sell
15,770
-59,137
-79% -$8.89M ﹤0.01% 680
2022
Q2 		$10.9M Buy
74,907
+22,699
+43% +$3.55M 0.02% 421
2022
Q1 		$8.66M Hold
52,208
– – 0.01% 485
2021
Q4 		$8.77M Buy
52,208
+12,979
+33% +$2.13M 0.01% 502
2021
Q3 		$6.14M Hold
39,229
– – 0.01% 538
2021
Q2 		$6.22M Hold
39,229
– – 0.01% 523
2021
Q1 		$5.95M Hold
39,229
– – 0.01% 508
2020
Q4 		$5.36M Hold
39,229
– – 0.01% 437
2020
Q3 		$4.63M Buy
39,229
+18,900
+93% +$2.24M 0.01% 410
2020
Q2 		$2.29M Hold
20,329
– – 0.01% 527
2020
Q1 		$2.02M Hold
20,329
– – 0.01% 499
2019
Q4 		$2.77M Hold
20,329
– – 0.01% 553
2019
Q3 		$2.61M Buy
20,329
+1,400
+7% +$178K 0.01% 571
2019
Q2 		$2.41M Buy
18,929
+1,900
+11% +$238K 0.01% 591
2019
Q1 		$2.1M Buy
17,029
+8,829
+108% +$1.06M 0.01% 772
2018
Q4 		$911K Buy
+8,200
New +$983K ﹤0.01% 826
2016
Q3 		– Sell
-17,975
Closed -$1.86M – 757
2016
Q2 		$1.86M Buy
17,975
+11,697
+186% +$1.18M 0.01% 453
2016
Q1 		$620K Buy
+6,278
New +$588K 0.01% 616

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Mackenzie Financial's IWD Position: Q4 2025 in Review

Mackenzie Financial sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2025, closing a stake of 27,839 shares — an estimated $5.67M sold.

Mackenzie Financial first reported a position in IWD in Q1 2016 and held it in 30 quarters. The position peaked at $11.2M in Q4 2022. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • Mackenzie Financial reported no remaining iShares Russell 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 27,839 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $5.67M.
  • Mackenzie Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and held it in 30 quarters.
  • Mackenzie Financial's iShares Russell 1000 Value ETF position peaked at $11.2M in Q4 2022.
  • 1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.