Ownership history in MACKENZIE FINANCIAL CORP · 44 quarters on record
This page tracks every 13F SEC filing in which MACKENZIE FINANCIAL CORP reported a position in ISHARES RUSSELL 1000 VALUE COM (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 27,839 | +1,030 | +3.8% | 0.01% | $5.7M | $201.84 |
| 2025 Q2 | REDUCED | 26,809 | -791 | -2.9% | 0.01% | $5.2M | $191.71 |
| 2025 Q1 | UNCHANGED | 27,600 | — | 0% | 0.01% | $5.2M | $184.90 |
| 2024 Q4 | UNCHANGED | 27,600 | — | 0% | 0.00% | $2.0M | $181.15 |
| 2024 Q3 | REDUCED | 27,600 | -642 | -2.3% | 0.01% | $5.2M | $184.76 |
| 2024 Q2 | UNCHANGED | 28,242 | — | 0% | 0.01% | $4.9M | $168.92 |
| 2024 Q1 | REDUCED | 28,242 | -1,702 | -5.7% | 0.01% | $5.1M | $172.73 |
| 2023 Q4 | UNCHANGED | 29,944 | — | 0% | 0.01% | $4.9M | $158.67 |
| 2023 Q3 | REDUCED | 29,944 | -1,983 | -6.2% | 0.01% | $4.4M | $144.92 |
| 2023 Q2 | REDUCED | 31,927 | -39,935 | -55.6% | 0.01% | $5.1M | $149.70 |
As of 2025 Q4 — sorted by position size