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 Q2	$10.8M	Sell	35,985 -2,830	-7%	-$795K	0.01%	610
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial's IWM Position: Q2 2026 in Review

Mackenzie Financial reduced its iShares Russell 2000 ETF (IWM) stake by 7.3% in Q2 2026, selling an estimated $795K and leaving 35,985 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #610.

Mackenzie Financial first reported a position in IWM in Q1 2015 and has held it in 28 quarters since. The position peaked at $77.1M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mackenzie Financial held 35,985 shares of iShares Russell 2000 ETF worth $10.8M as of Q2 2026.
Mackenzie Financial sold 2,830 iShares Russell 2000 ETF shares in Q2 2026, an estimated $795K.
iShares Russell 2000 ETF made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #610 holding.
Mackenzie Financial first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 28 quarters since.
Mackenzie Financial's iShares Russell 2000 ETF position peaked at $77.1M in Q4 2021.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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