Ken Fisher's IWD Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 14,717 shares of iShares Russell 1000 Value ETF (IWD) worth $3.1 M, representing 0.00% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IWD, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 9,576 shares. Largest reduction occurred in Q1 2018, reducing 6,812 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Russell 1000 Value ETF (IWD) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 1000 Value ETF (IWD) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,137 | Add 16.99% | 14,717 | $210.34 |
| Q3 2025 | +9,576 | Add 318.77% | 12,580 | $203.60 |
| Q2 2025 | +910 | Add 43.46% | 3,004 | $194.29 |
| Q1 2025 | -2,085 | Reduce 49.89% | 2,094 | $188.17 |
| Q4 2024 | +1,920 | Add 84.99% | 4,179 | $185.17 |
| Q3 2024 | -4,693 | Reduce 67.51% | 2,259 | $189.80 |
| Q2 2024 | +5,770 | Add 488.16% | 6,952 | $174.47 |
| Q1 2024 | -1,957 | Reduce 62.34% | 1,182 | $179.11 |
| Q4 2023 | -326 | Reduce 9.41% | 3,139 | $165.25 |
| Q3 2023 | +388 | Add 12.61% | 3,465 | $151.85 |
| Q2 2023 | +894 | Add 40.95% | 3,077 | $157.87 |
| Q1 2023 | +2,183 | New Buy | 2,183 | $152.27 |
| Q3 2022 | -2,001 | Sold Out | 0 | $0.00 |
| Q2 2022 | -588 | Reduce 22.71% | 2,001 | $144.93 |
| Q1 2022 | -3,599 | Reduce 58.16% | 2,589 | $166.09 |
| Q4 2021 | +3,624 | Add 141.34% | 6,188 | $167.91 |
| Q3 2021 | -959 | Reduce 27.22% | 2,564 | $156.40 |
| Q2 2021 | +1,228 | Add 53.51% | 3,523 | $158.67 |
| Q1 2021 | +151 | Add 7.04% | 2,295 | $151.63 |
| Q4 2020 | +395 | Add 22.58% | 2,144 | $136.66 |
| Q3 2020 | -225 | Reduce 11.40% | 1,749 | $118.35 |
| Q2 2020 | -2,157 | Reduce 52.21% | 1,974 | $112.46 |
| Q1 2020 | +2,070 | Add 100.44% | 4,131 | $99.25 |
| Q4 2019 | -498 | Reduce 19.46% | 2,061 | $136.34 |
| Q3 2019 | +2,559 | New Buy | 2,559 | $128.18 |
| Q2 2019 | -2,600 | Sold Out | 0 | $0.00 |
| Q1 2019 | +158 | Add 6.47% | 2,600 | $123.46 |
| Q4 2018 | +2,442 | New Buy | 2,442 | $110.97 |
| Q3 2018 | -2,023 | Sold Out | 0 | $0.00 |
| Q2 2018 | +228 | Add 12.70% | 2,023 | $121.60 |
| Q1 2018 | -6,812 | Reduce 79.14% | 1,795 | $119.78 |
| Q4 2017 | +6,352 | Add 281.69% | 8,607 | $124.32 |
| Q3 2017 | -718 | Reduce 24.15% | 2,255 | $118.40 |
| Q2 2017 | +7 | Add 0.24% | 2,973 | $116.38 |
| Q1 2017 | -30 | Reduce 1.00% | 2,966 | $114.97 |
| Q4 2016 | +593 | Add 24.68% | 2,996 | $112.15 |
| Q3 2016 | +2,403 | New Buy | 2,403 | $105.70 |
| Q1 2016 | -2,117 | Sold Out | 0 | $0.00 |
| Q4 2015 | +2,117 | New Buy | 2,117 | $97.78 |
Ken Fisher's iShares Russell 1000 Value ETF Investment FAQs
Ken Fisher first purchased iShares Russell 1000 Value ETF (IWD) in Q4 2015, acquiring 2,117 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 Value ETF (IWD) for 39 quarters since Q4 2015.
Ken Fisher's largest addition to iShares Russell 1000 Value ETF (IWD) was in Q3 2025, adding 12,580 shares worth $2.56 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 14,717 shares of iShares Russell 1000 Value ETF (IWD), valued at approximately $3.1 M.
As of the Q4 2025 filing, iShares Russell 1000 Value ETF (IWD) 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 Value ETF (IWD) was 14,717 shares, as reported at the end of Q4 2025.