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Ken Fisher’s IVW Holdings & Trades

First Buy
Q2 2018
Duration Held
25 Quarters
Largest Add
Q4 2025
+9,053 Shares
Current Position
25,627 Shares
$3.16 M Value

Ken Fisher's IVW Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 25,627 shares of iShares S&P 500 Growth ETF (IVW) worth $3.16 M, representing 0.00% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 25 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in IVW, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 9,053 shares. Largest reduction occurred in Q1 2022, reducing 8,046 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
Q4 2025 +9,053 Add 54.62% 25,627 $123.26
Q3 2025 +4,592 Add 38.32% 16,574 $120.73
Q2 2025 +8,091 Add 207.94% 11,982 $110.10
Q1 2025 -4,623 Reduce 54.30% 3,891 $92.83
Q4 2024 +8,514 New Buy 8,514 $101.53
Q3 2024 -2,804 Sold Out 0 $0.00
Q2 2024 -1,375 Reduce 32.90% 2,804 $92.56
Q1 2024 -130 Reduce 3.02% 4,179 $84.45
Q4 2023 +1,113 Add 34.82% 4,309 $75.11
Q3 2023 +3,196 New Buy 3,196 $68.44
Q2 2023 -3,247 Sold Out 0 $0.00
Q1 2023 +3,247 New Buy 3,247 $63.90
Q3 2022 -3,695 Sold Out 0 $0.00
Q2 2022 +3,695 New Buy 3,695 $60.35
Q1 2022 -8,046 Sold Out 0 $0.00
Q4 2021 +4,365 Add 118.58% 8,046 $83.64
Q3 2021 -3,234 Reduce 46.77% 3,681 $73.89
Q2 2021 -1,846 Reduce 21.07% 6,915 $72.74
Q1 2021 +4,342 Add 98.26% 8,761 $65.06
Q4 2020 +4,419 New Buy 4,419 $63.82
Q2 2020 -1,483 Sold Out 0 $0.00
Q1 2020 +1,483 New Buy 1,483 $165.21
Q4 2018 -1,445 Sold Out 0 $0.00
Q3 2018 -294 Reduce 16.91% 1,445 $177.16
Q2 2018 +1,739 New Buy 1,739 $162.74

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 25 quarters since Q2 2018.

Ken Fisher's largest addition to iShares S&P 500 Growth ETF (IVW) was in Q4 2025, adding 25,627 shares worth $3.16 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 25,627 shares of iShares S&P 500 Growth ETF (IVW), valued at approximately $3.16 M.

As of the Q4 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 25,627 shares, as reported at the end of Q4 2025.