Ken Fisher's IJR Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 11,384 shares of iShares Core S&P Small Cap ETF (IJR) worth $1.37 M, representing 0.00% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 34 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,395 | Add 62.88% | 11,384 | $120.19 |
| Q3 2025 | +406 | Add 6.17% | 6,989 | $118.85 |
| Q2 2025 | -3,798 | Reduce 36.59% | 6,583 | $109.30 |
| Q1 2025 | +2,792 | Add 36.79% | 10,381 | $104.58 |
| Q4 2024 | +2,896 | Add 61.71% | 7,589 | $115.24 |
| Q3 2024 | -23,943 | Reduce 83.61% | 4,693 | $116.97 |
| Q2 2024 | +22,331 | Add 354.18% | 28,636 | $106.66 |
| Q1 2024 | -2,870 | Reduce 31.28% | 6,305 | $110.53 |
| Q4 2023 | +2,646 | Add 40.53% | 9,175 | $108.25 |
| Q3 2023 | +762 | Add 13.21% | 6,529 | $94.33 |
| Q2 2023 | +425 | Add 7.96% | 5,767 | $99.66 |
| Q1 2023 | -1,121 | Reduce 17.34% | 5,342 | $96.70 |
| Q4 2022 | +1,876 | Add 40.90% | 6,463 | $94.69 |
| Q3 2022 | -2,329 | Reduce 33.68% | 4,587 | $87.20 |
| Q2 2022 | +2,716 | Add 64.67% | 6,916 | $92.39 |
| Q1 2022 | -848 | Reduce 16.80% | 4,200 | $107.86 |
| Q4 2021 | -1,634 | Reduce 24.45% | 5,048 | $114.50 |
| Q3 2021 | +1,593 | Add 31.30% | 6,682 | $109.25 |
| Q2 2021 | +1,668 | Add 48.76% | 5,089 | $112.99 |
| Q1 2021 | -2,194 | Reduce 39.07% | 3,421 | $108.45 |
| Q4 2020 | +1,295 | Add 29.98% | 5,615 | $91.90 |
| Q3 2020 | -2,784 | Reduce 39.19% | 4,320 | $70.14 |
| Q2 2020 | +1,177 | Add 19.86% | 7,104 | $68.27 |
| Q1 2020 | +631 | Add 11.91% | 5,927 | $56.18 |
| Q4 2019 | +5,296 | New Buy | 5,296 | $83.84 |
| Q3 2019 | -4,712 | Sold Out | 0 | $0.00 |
| Q2 2019 | -305 | Reduce 6.08% | 4,712 | $78.31 |
| Q1 2019 | -3 | Reduce 0.06% | 5,017 | $77.14 |
| Q4 2018 | -1,356 | Reduce 21.27% | 5,020 | $69.32 |
| Q3 2018 | +1,499 | Add 30.74% | 6,376 | $87.20 |
| Q2 2018 | +1,779 | Add 57.42% | 4,877 | $83.45 |
| Q1 2018 | -743 | Reduce 19.34% | 3,098 | $77.15 |
| Q4 2017 | -1,397 | Reduce 26.67% | 3,841 | $76.80 |
| Q3 2017 | +5,238 | New Buy | 5,238 | $74.26 |
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 34 quarters since Q3 2017.
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.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 11,384 shares of iShares Core S&P Small Cap ETF (IJR), valued at approximately $1.37 M.
As of the Q4 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.
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.