Ken Fisher's IUSG Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1,933 shares of iShares Core S&P U.S. Growth ETF (IUSG) worth $318,203, representing 0.00% of the portfolio. First purchased in 2021-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Ken Fisher has maintained this position in IUSG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 3,667 shares. Largest reduction occurred in Q4 2022, reducing 3,190 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Core S&P US Growth ETF (IUSG) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P US Growth ETF (IUSG) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2021 | +2,056 | New Buy | 2,056 | $101.17 |
| Q3 2021 | -2,056 | Sold Out | 0 | $0.00 |
| Q3 2022 | +3,190 | New Buy | 3,190 | $80.25 |
| Q4 2022 | -3,190 | Sold Out | 0 | $0.00 |
| Q4 2024 | +3,667 | New Buy | 3,667 | $139.37 |
| Q1 2025 | -1,935 | Reduce 52.77% | 1,732 | $127.12 |
| Q2 2025 | -1,732 | Sold Out | 0 | $0.00 |
| Q3 2025 | +1,933 | New Buy | 1,933 | $164.62 |
Ken Fisher's iShares Core S&P US Growth ETF Investment FAQs
Ken Fisher first purchased iShares Core S&P U.S. Growth ETF (IUSG) in Q2 2021, acquiring 2,056 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 U.S. Growth ETF (IUSG) for 8 quarters since Q2 2021.
Ken Fisher's largest addition to iShares Core S&P U.S. Growth ETF (IUSG) was in Q4 2024, adding 3,667 shares worth $511,078.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,933 shares of iShares Core S&P U.S. Growth ETF (IUSG), valued at approximately $318,203.
As of the Q3 2025 filing, iShares Core S&P U.S. Growth ETF (IUSG) 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 U.S. Growth ETF (IUSG) was 3,667 shares, as reported at the end of Q4 2024.