Mackenzie Financial
IWN icon

Mackenzie Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

Mackenzie Financial’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,134
Closed -$257K – 1052
2019
Q2 		$257K Sell
2,134
-32,570
-94% -$3.93M ﹤0.01% 988
2019
Q1 		$4.16M Buy
+34,704
New +$4.15M 0.01% 582

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Mackenzie Financial's IWN Position: Q3 2019 in Review

Mackenzie Financial sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2019, closing a stake of 2,134 shares — an estimated $257K sold.

Mackenzie Financial first reported a position in IWN in Q1 2019 and held it in 2 quarters. The position peaked at $4.16M in Q1 2019. 653 funds tracked by Wall St. Rank hold IWN as of Q3 2019.

  • Mackenzie Financial reported no remaining iShares Russell 2000 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Mackenzie Financial sold 2,134 iShares Russell 2000 Value ETF shares in Q3 2019, an estimated $257K.
  • Mackenzie Financial first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and held it in 2 quarters.
  • Mackenzie Financial's iShares Russell 2000 Value ETF position peaked at $4.16M in Q1 2019.
  • 653 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2019.

Based on Mackenzie Financial's 13F filing for Q3 2019, filed 14 Nov 2019.