Mackenzie Financial
IYW icon

Mackenzie Financial’s iShares US Technology ETF IYW Stock Holding History

Mackenzie Financial’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-24,804
Closed -$1.18M – 1179
2019
Q1 		$1.18M Sell
24,804
-50,764
-67% -$2.26M ﹤0.01% 894
2018
Q4 		$3.02M Buy
+75,568
New +$3.27M 0.01% 624

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mackenzie Financial's IYW Position: Q2 2019 in Review

Mackenzie Financial sold out of iShares US Technology ETF (IYW) in Q2 2019, closing a stake of 24,804 shares — an estimated $1.18M sold.

Mackenzie Financial first reported a position in IYW in Q4 2018 and held it in 2 quarters. The position peaked at $3.02M in Q4 2018. 387 funds tracked by Wall St. Rank hold IYW as of Q2 2019.

  • Mackenzie Financial reported no remaining iShares US Technology ETF position as of Q2 2019 after selling out during the quarter.
  • Mackenzie Financial sold 24,804 iShares US Technology ETF shares in Q2 2019, an estimated $1.18M.
  • Mackenzie Financial first reported a position in iShares US Technology ETF in Q4 2018 and held it in 2 quarters.
  • Mackenzie Financial's iShares US Technology ETF position peaked at $3.02M in Q4 2018.
  • 387 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2019.

Based on Mackenzie Financial's 13F filing for Q2 2019, filed 14 Aug 2019.