Ken Fisher's IVE Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 9,429 shares of iShares S&P 500 Value ETF (IVE) worth $1.95 M, representing 0.00% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IVE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 7,440 shares. Largest reduction occurred in Q1 2025, reducing 2,130 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares S&P 500 Value ETF (IVE) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares S&P 500 Value ETF (IVE) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2018 | +1,831 | New Buy | 1,831 | $110.32 |
| Q3 2018 | -1,831 | Sold Out | 1,831 | $0.00 |
| Q1 2020 | +2,705 | New Buy | 2,705 | $96.12 |
| Q2 2020 | -2,705 | Sold Out | 2,705 | $0.00 |
| Q4 2020 | +2,014 | New Buy | 2,014 | $128.10 |
| Q1 2021 | -291 | Reduce 14.45% | 1,723 | $141.03 |
| Q2 2021 | -1,723 | Sold Out | 1,723 | $0.00 |
| Q4 2021 | +1,549 | New Buy | 1,549 | $156.88 |
| Q1 2022 | -1,549 | Sold Out | 1,549 | $0.00 |
| Q4 2022 | +1,522 | New Buy | 1,522 | $145.20 |
| Q1 2023 | -1,522 | Sold Out | 1,522 | $0.00 |
| Q2 2023 | +1,311 | New Buy | 1,311 | $161.20 |
| Q3 2023 | -1,311 | Sold Out | 1,311 | $0.00 |
| Q4 2023 | +1,441 | New Buy | 1,441 | $173.94 |
| Q1 2024 | +596 | Add 41.36% | 2,037 | $186.82 |
| Q2 2024 | -316 | Reduce 15.51% | 1,721 | $182.03 |
| Q3 2024 | -1,721 | Sold Out | 1,721 | $0.00 |
| Q4 2024 | +4,137 | New Buy | 4,137 | $190.89 |
| Q1 2025 | -2,130 | Reduce 51.49% | 2,007 | $190.63 |
| Q2 2025 | -18 | Reduce 0.90% | 1,989 | $195.45 |
| Q3 2025 | +7,440 | Add 374.06% | 9,429 | $206.53 |
Ken Fisher's iShares S&P 500 Value ETF Investment FAQs
Ken Fisher first purchased iShares S&P 500 Value ETF (IVE) in Q2 2018, acquiring 1,831 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 S&P 500 Value ETF (IVE) for 30 quarters since Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to iShares S&P 500 Value ETF (IVE) was in Q3 2025, adding 9,429 shares worth $1.95 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 9,429 shares of iShares S&P 500 Value ETF (IVE), valued at approximately $1.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares S&P 500 Value ETF (IVE) 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 S&P 500 Value ETF (IVE) was 9,429 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.