Mackenzie Financial
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Mackenzie Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Mackenzie Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.63M 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 		$9.54M Sell
57,824
-34,819
-38% -$6.35M 0.02% 420
2022
Q2 		$15.7M Buy
92,643
+150
+0.2% +$27.7K 0.03% 365
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 		$9.83M Buy
+44,477
New +$9.71M 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mackenzie Financial's IWM Position: Q1 2026 in Review

Mackenzie Financial reduced its iShares Russell 2000 ETF (IWM) stake by 27% in Q1 2026, selling an estimated $3.74M and leaving 38,815 shares worth $9.63M. The position accounts for 0.01% of the portfolio, ranked #530.

Mackenzie Financial first reported a position in IWM in Q1 2015 and has held it in 27 quarters since. The position peaked at $77.1M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Mackenzie Financial held 38,815 shares of iShares Russell 2000 ETF worth $9.63M as of Q1 2026.
  • Mackenzie Financial sold 14,512 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.74M.
  • iShares Russell 2000 ETF made up 0.01% of Mackenzie Financial's portfolio in Q1 2026, its #530 holding.
  • Mackenzie Financial first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 27 quarters since.
  • Mackenzie Financial's iShares Russell 2000 ETF position peaked at $77.1M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.