Ken Fisher's IJR Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 6,989 shares of iShares Core S&P Small Cap ETF (IJR) worth $830,629, representing 0.00% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IJR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 22,331 shares. Largest reduction occurred in Q3 2024, reducing 23,943 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Core S&P Small Cap ETF (IJR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P Small Cap ETF (IJR) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2017 | +5,238 | New Buy | 5,238 | $74.26 |
| Q4 2017 | -1,397 | Reduce 26.67% | 3,841 | $76.80 |
| Q1 2018 | -743 | Reduce 19.34% | 3,098 | $77.15 |
| Q2 2018 | +1,779 | Add 57.42% | 4,877 | $83.45 |
| Q3 2018 | +1,499 | Add 30.74% | 6,376 | $87.20 |
| Q4 2018 | -1,356 | Reduce 21.27% | 5,020 | $69.32 |
| Q1 2019 | -3 | Reduce 0.06% | 5,017 | $77.14 |
| Q2 2019 | -305 | Reduce 6.08% | 4,712 | $78.31 |
| Q3 2019 | -4,712 | Sold Out | 4,712 | $0.00 |
| Q4 2019 | +5,296 | New Buy | 5,296 | $83.84 |
| Q1 2020 | +631 | Add 11.91% | 5,927 | $56.18 |
| Q2 2020 | +1,177 | Add 19.86% | 7,104 | $68.27 |
| Q3 2020 | -2,784 | Reduce 39.19% | 4,320 | $70.14 |
| Q4 2020 | +1,295 | Add 29.98% | 5,615 | $91.90 |
| Q1 2021 | -2,194 | Reduce 39.07% | 3,421 | $108.45 |
| Q2 2021 | +1,668 | Add 48.76% | 5,089 | $112.99 |
| Q3 2021 | +1,593 | Add 31.30% | 6,682 | $109.25 |
| Q4 2021 | -1,634 | Reduce 24.45% | 5,048 | $114.50 |
| Q1 2022 | -848 | Reduce 16.80% | 4,200 | $107.86 |
| Q2 2022 | +2,716 | Add 64.67% | 6,916 | $92.39 |
| Q3 2022 | -2,329 | Reduce 33.68% | 4,587 | $87.20 |
| Q4 2022 | +1,876 | Add 40.90% | 6,463 | $94.69 |
| Q1 2023 | -1,121 | Reduce 17.34% | 5,342 | $96.70 |
| Q2 2023 | +425 | Add 7.96% | 5,767 | $99.66 |
| Q3 2023 | +762 | Add 13.21% | 6,529 | $94.33 |
| Q4 2023 | +2,646 | Add 40.53% | 9,175 | $108.25 |
| Q1 2024 | -2,870 | Reduce 31.28% | 6,305 | $110.53 |
| Q2 2024 | +22,331 | Add 354.18% | 28,636 | $106.66 |
| Q3 2024 | -23,943 | Reduce 83.61% | 4,693 | $116.97 |
| Q4 2024 | +2,896 | Add 61.71% | 7,589 | $115.24 |
| Q1 2025 | +2,792 | Add 36.79% | 10,381 | $104.58 |
| Q2 2025 | -3,798 | Reduce 36.59% | 6,583 | $109.30 |
| Q3 2025 | +406 | Add 6.17% | 6,989 | $118.85 |
Ken Fisher's iShares Core S&P Small Cap ETF Investment FAQs
Ken Fisher first purchased iShares Core S&P Small Cap ETF (IJR) in Q3 2017, acquiring 5,238 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares Core S&P Small Cap ETF (IJR) for 33 quarters since Q3 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to iShares Core S&P Small Cap ETF (IJR) was in Q2 2024, adding 28,636 shares worth $3.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 6,989 shares of iShares Core S&P Small Cap ETF (IJR), valued at approximately $830,629. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Core S&P Small Cap ETF (IJR) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in iShares Core S&P Small Cap ETF (IJR) was 28,636 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.