Ken Fisher's IWB Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 5,369 shares of iShares Russell 1000 ETF (IWB) worth $1.96 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IWB, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2014, adding 3,451 shares. Largest reduction occurred in Q3 2014, reducing 3,451 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Russell 1000 ETF (IWB) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 1000 ETF (IWB) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +2,655 | Add 0.00% | 2,654 | $90.05 |
| Q4 2013 | -2,654 | Sold Out | 0 | $0.00 |
| Q2 2014 | +3,451 | New Buy | 3,451 | $110.11 |
| Q3 2014 | -3,451 | Sold Out | 0 | $0.00 |
| Q4 2017 | +1,731 | New Buy | 1,731 | $148.47 |
| Q1 2018 | -1,731 | Sold Out | 0 | $0.00 |
| Q4 2020 | +1,057 | New Buy | 1,057 | $211.92 |
| Q1 2021 | -1,057 | Sold Out | 0 | $0.00 |
| Q2 2023 | +1,038 | New Buy | 1,038 | $243.81 |
| Q3 2023 | -1,038 | Sold Out | 0 | $0.00 |
| Q4 2023 | +1,317 | New Buy | 1,317 | $262.45 |
| Q1 2024 | -1,317 | Sold Out | 0 | $0.00 |
| Q2 2024 | +801 | New Buy | 801 | $297.71 |
| Q3 2024 | +2,186 | Add 272.91% | 2,987 | $314.44 |
| Q4 2024 | +1,583 | Add 53.00% | 4,570 | $322.24 |
| Q1 2025 | +246 | Add 5.38% | 4,816 | $306.80 |
| Q2 2025 | +969 | Add 20.12% | 5,785 | $339.68 |
| Q3 2025 | -416 | Reduce 7.19% | 5,369 | $365.58 |
Ken Fisher's iShares Russell 1000 ETF Investment FAQs
Ken Fisher first purchased iShares Russell 1000 ETF (IWB) in Q2 2013, acquiring 2,654 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 Russell 1000 ETF (IWB) for 19 quarters since Q2 2013.
Ken Fisher's largest addition to iShares Russell 1000 ETF (IWB) was in Q2 2014, adding 3,451 shares worth $380,000.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 5,369 shares of iShares Russell 1000 ETF (IWB), valued at approximately $1.96 M.
As of the Q3 2025 filing, iShares Russell 1000 ETF (IWB) 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 Russell 1000 ETF (IWB) was 5,785 shares, as reported at the end of Q2 2025.