Ken Fisher's IUSV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 2,380 shares of iShares Core S&P US Value ETF (IUSV) worth $237,930, representing 0.00% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 3 quarters.
Based on 13F filings, Ken Fisher has maintained this position in IUSV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 2,380 shares. Largest reduction occurred in Q1 2025, reducing 7,324 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Core S&P US Value ETF (IUSV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P US Value ETF (IUSV) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +7,324 | New Buy | 7,324 | $92.60 |
| Q1 2025 | -7,324 | Sold Out | 0 | $0.00 |
| Q3 2025 | +2,380 | New Buy | 2,380 | $99.97 |
Ken Fisher's iShares Core S&P US Value ETF Investment FAQs
Ken Fisher first purchased iShares Core S&P US Value ETF (IUSV) in Q4 2024, acquiring 7,324 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 US Value ETF (IUSV) for 3 quarters since Q4 2024.
Ken Fisher's largest addition to iShares Core S&P US Value ETF (IUSV) was in Q4 2024, adding 7,324 shares worth $678,166.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 2,380 shares of iShares Core S&P US Value ETF (IUSV), valued at approximately $237,930.
As of the Q3 2025 filing, iShares Core S&P US Value ETF (IUSV) 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 US Value ETF (IUSV) was 7,324 shares, as reported at the end of Q4 2024.