Mackenzie Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $10M | Buy |
36,092
+107
| +0.3% | +$31.4K | 0.01% | 636 |
|
|
2026
Q2 | $10.8M | Sell |
35,985
-2,830
| -7% | -$795K | 0.01% | 610 |
|
|
2026
Q1 | $9.6M | Sell |
38,815
-14,512
| -27% | -$3.74M | 0.01% | 530 |
|
|
2025
Q4 | $13.2M | Sell |
53,327
-34,262
| -39% | -$8.42M | 0.02% | 454 |
|
|
2025
Q3 | $21.2M | Buy |
87,589
+15,028
| +21% | +$3.45M | 0.03% | 372 |
|
|
2025
Q2 | $15.7M | Sell |
72,561
-7,498
| -9% | -$1.51M | 0.02% | 407 |
|
|
2025
Q1 | $16M | Buy |
80,059
+4,939
| +7% | +$1.07M | 0.02% | 383 |
|
|
2024
Q4 | $16.6M | Sell |
75,120
-26,430
| -26% | -$6.03M | 0.02% | 382 |
|
|
2024
Q3 | $22.4M | Sell |
101,550
-3,381
| -3% | -$723K | 0.03% | 327 |
|
|
2024
Q2 | $21.3M | Buy |
104,931
+8,732
| +9% | +$1.76M | 0.03% | 326 |
|
|
2024
Q1 | $20.2M | Sell |
96,199
-51,210
| -35% | -$10.2M | 0.03% | 331 |
|
|
2023
Q4 | $29.6M | Buy |
147,409
+7,670
| +5% | +$1.37M | 0.04% | 276 |
|
|
2023
Q3 | $23.9M | Buy |
139,739
+7,750
| +6% | +$1.45M | 0.04% | 292 |
|
|
2023
Q2 | $24.8M | Buy |
131,989
+51,300
| +64% | +$9.15M | 0.04% | 294 |
|
|
2023
Q1 | $14.4M | Buy |
80,689
+12,477
| +18% | +$2.3M | 0.02% | 384 |
|
|
2022
Q4 | $11.9M | Buy |
68,212
+10,388
| +18% | +$1.85M | 0.02% | 382 |
|
|
2022
Q3 | $9.5M | Sell |
57,824
-34,819
| -38% | -$6.35M | 0.02% | 420 |
|
|
2022
Q2 | $15.7M | Buy |
92,643
+150
| +0.2% | +$27.7K | 0.02% | 366 |
|
|
2022
Q1 | $19M | Sell |
92,493
-253,943
| -73% | -$51.8M | 0.03% | 364 |
|
|
2021
Q4 | $77.1M | Buy |
346,436
+285,027
| +464% | +$64.4M | 0.1% | 192 |
|
|
2021
Q3 | $13.4M | Sell |
61,409
-2,741
| -4% | -$608K | 0.02% | 412 |
|
|
2021
Q2 | $14.7M | Buy |
64,150
+19,673
| +44% | +$4.42M | 0.02% | 389 |
|
|
2021
Q1 | $9.8M | Buy |
+44,477
| New | +$9.7M | 0.02% | 423 |
|
|
2020
Q3 | – | Sell |
-63,000
| Closed | -$9.02M | – | 1019 |
|
|
2020
Q2 | $9.02M | Buy |
+63,000
| New | +$8.27M | 0.02% | 314 |
|
|
2019
Q3 | – | Sell |
-1,864
| Closed | -$290K | – | 1051 |
|
|
2019
Q2 | $290K | Sell |
1,864
-28,471
| -94% | -$4.39M | ﹤0.01% | 967 |
|
|
2019
Q1 | $4.64M | Sell |
30,335
-139,665
| -82% | -$21M | 0.01% | 551 |
|
|
2018
Q4 | $22.8M | Buy |
+170,000
| New | +$25.4M | 0.06% | 231 |
|
|
2016
Q1 | – | Sell |
-93,000
| Closed | -$10.5M | – | 841 |
|
|
2015
Q4 | $10.5M | Buy |
+93,000
| New | +$10.7M | 0.07% | 239 |
|
|
2015
Q2 | – | Sell |
-41,500
| Closed | -$5.16M | – | 837 |
|
|
2015
Q1 | $5.16M | Buy |
+41,500
| New | +$5M | 0.03% | 318 |
|
Other funds holding IWM
Mackenzie Financial's IWM Position: Q3 2026 in Review
Mackenzie Financial increased its iShares Russell 2000 ETF (IWM) stake by 0.3% in Q3 2026, buying an estimated $31.4K and bringing the position to 36,092 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #636.
Mackenzie Financial first reported a position in IWM in Q1 2015 and has held it in 29 quarters since. The position peaked at $77.1M in Q4 2021. 1,941 funds tracked by Wall St. Rank hold IWM as of Q3 2026.
- Mackenzie Financial held 36,092 shares of iShares Russell 2000 ETF worth $10M as of Q3 2026.
- Mackenzie Financial bought 107 iShares Russell 2000 ETF shares in Q3 2026, an estimated $31.4K.
- iShares Russell 2000 ETF made up 0.01% of Mackenzie Financial's portfolio in Q3 2026, its #636 holding.
- Mackenzie Financial first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 29 quarters since.
- Mackenzie Financial's iShares Russell 2000 ETF position peaked at $77.1M in Q4 2021.
- 1,941 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.
Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.