Ken Fisher's IVW Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 16,574 shares of iShares S&P 500 Growth ETF (IVW) worth $2 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 IVW, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 8,091 shares. Largest reduction occurred in Q1 2025, reducing 4,623 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares S&P 500 Growth ETF (IVW) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares S&P 500 Growth ETF (IVW) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2018 | +1,739 | New Buy | 1,739 | $162.74 |
| Q3 2018 | -294 | Reduce 16.91% | 1,445 | $177.16 |
| Q4 2018 | -1,445 | Sold Out | 1,445 | $0.00 |
| Q1 2020 | +1,483 | New Buy | 1,483 | $165.21 |
| Q2 2020 | -1,483 | Sold Out | 1,483 | $0.00 |
| Q4 2020 | +4,419 | New Buy | 4,419 | $63.82 |
| Q1 2021 | +4,342 | Add 98.26% | 8,761 | $65.06 |
| Q2 2021 | -1,846 | Reduce 21.07% | 6,915 | $72.74 |
| Q3 2021 | -3,234 | Reduce 46.77% | 3,681 | $73.89 |
| Q4 2021 | +4,365 | Add 118.58% | 8,046 | $83.64 |
| Q1 2022 | -8,046 | Sold Out | 8,046 | $0.00 |
| Q2 2022 | +3,695 | New Buy | 3,695 | $60.35 |
| Q3 2022 | -3,695 | Sold Out | 3,695 | $0.00 |
| Q1 2023 | +3,247 | New Buy | 3,247 | $63.90 |
| Q2 2023 | -3,247 | Sold Out | 3,247 | $0.00 |
| Q3 2023 | +3,196 | New Buy | 3,196 | $68.44 |
| Q4 2023 | +1,113 | Add 34.82% | 4,309 | $75.11 |
| Q1 2024 | -130 | Reduce 3.02% | 4,179 | $84.45 |
| Q2 2024 | -1,375 | Reduce 32.90% | 2,804 | $92.56 |
| Q3 2024 | -2,804 | Sold Out | 2,804 | $0.00 |
| Q4 2024 | +8,514 | New Buy | 8,514 | $101.53 |
| Q1 2025 | -4,623 | Reduce 54.30% | 3,891 | $92.83 |
| Q2 2025 | +8,091 | Add 207.94% | 11,982 | $110.10 |
| Q3 2025 | +4,592 | Add 38.32% | 16,574 | $120.73 |
Ken Fisher's iShares S&P 500 Growth ETF Investment FAQs
Ken Fisher first purchased iShares S&P 500 Growth ETF (IVW) in Q2 2018, acquiring 1,739 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 Growth ETF (IVW) for 30 quarters since Q2 2018.
Ken Fisher's largest addition to iShares S&P 500 Growth ETF (IVW) was in Q4 2024, adding 8,514 shares worth $864,446.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 16,574 shares of iShares S&P 500 Growth ETF (IVW), valued at approximately $2 M.
As of the Q3 2025 filing, iShares S&P 500 Growth ETF (IVW) 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 S&P 500 Growth ETF (IVW) was 16,574 shares, as reported at the end of Q3 2025.