Ken Fisher's IVV Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 5.6K shares of iShares Core S&P 500 ETF (IVV) worth $3.77 M, representing 0.00% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in IVV, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 6.8K shares. Largest reduction occurred in Q2 2022, reducing 6.2K shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Core S&P 500 ETF (IVV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P 500 ETF (IVV) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +1,552 | New Buy | 1,552 | $185.57 |
| Q1 2014 | -406 | Reduce 26.16% | 1,146 | $188.48 |
| Q2 2014 | -1,146 | Sold Out | 1,146 | $0.00 |
| Q2 2017 | +2,648 | New Buy | 2,648 | $243.58 |
| Q3 2017 | -1,316 | Reduce 49.70% | 1,332 | $253.00 |
| Q4 2017 | +5,356 | Add 402.10% | 6,688 | $268.84 |
| Q1 2018 | -5,536 | Reduce 82.78% | 1,152 | $265.62 |
| Q2 2018 | +1,394 | Add 121.01% | 2,546 | $272.98 |
| Q3 2018 | -583 | Reduce 22.90% | 1,963 | $292.92 |
| Q4 2018 | +247 | Add 12.58% | 2,210 | $251.58 |
| Q1 2019 | +625 | Add 28.28% | 2,835 | $284.66 |
| Q2 2019 | -1,837 | Reduce 64.80% | 998 | $294.59 |
| Q3 2019 | +1,550 | Add 155.31% | 2,548 | $298.67 |
| Q4 2019 | +2,416 | Add 94.82% | 4,964 | $323.33 |
| Q1 2020 | -2,402 | Reduce 48.39% | 2,562 | $258.39 |
| Q2 2020 | +1,367 | Add 53.36% | 3,929 | $309.75 |
| Q3 2020 | -1,203 | Reduce 30.62% | 2,726 | $336.02 |
| Q4 2020 | +1,160 | Add 42.55% | 3,886 | $375.45 |
| Q1 2021 | -649 | Reduce 16.70% | 3,237 | $397.90 |
| Q2 2021 | +197 | Add 6.09% | 3,434 | $430.11 |
| Q3 2021 | -556 | Reduce 16.19% | 2,878 | $430.85 |
| Q4 2021 | +525 | Add 18.24% | 3,403 | $476.93 |
| Q1 2022 | +6,810 | Add 200.12% | 10,213 | $453.74 |
| Q2 2022 | -6,217 | Reduce 60.87% | 3,996 | $379.13 |
| Q3 2022 | -1,179 | Reduce 29.50% | 2,817 | $358.89 |
| Q4 2022 | +1,567 | Add 55.63% | 4,384 | $384.12 |
| Q1 2023 | +2,234 | Add 50.96% | 6,618 | $411.11 |
| Q2 2023 | +305 | Add 4.61% | 6,923 | $445.72 |
| Q3 2023 | +269 | Add 3.89% | 7,192 | $429.48 |
| Q4 2023 | +801 | Add 11.14% | 7,993 | $477.67 |
| Q1 2024 | -2,587 | Reduce 32.37% | 5,406 | $525.82 |
| Q2 2024 | +643 | Add 11.89% | 6,049 | $547.30 |
| Q3 2024 | -280 | Reduce 4.63% | 5,769 | $576.90 |
| Q4 2024 | -591 | Reduce 10.24% | 5,178 | $588.73 |
| Q1 2025 | +4,527 | Add 87.43% | 9,705 | $561.96 |
| Q2 2025 | -2,940 | Reduce 30.29% | 6,765 | $620.99 |
| Q3 2025 | -1,135 | Reduce 16.78% | 5,630 | $669.48 |
Ken Fisher's iShares Core S&P 500 ETF Investment FAQs
Ken Fisher first purchased iShares Core S&P 500 ETF (IVV) in Q4 2013, acquiring 1,552 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 500 ETF (IVV) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to iShares Core S&P 500 ETF (IVV) was in Q1 2022, adding 10,213 shares worth $4.63 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 5,630 shares of iShares Core S&P 500 ETF (IVV), valued at approximately $3.77 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Core S&P 500 ETF (IVV) 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 500 ETF (IVV) was 10,213 shares, as reported at the end of Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.