Ken Fisher's IWM Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 9,825 shares of iShares Russell 2000 ETF (IWM) worth $2.42 M, representing 0.00% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IWM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 6,205 shares. Largest reduction occurred in Q3 2024, reducing 5,774 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Russell 2000 ETF (IWM) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 ETF (IWM) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +2,836 | New Buy | 2,836 | $137.52 |
| Q2 2017 | -453 | Reduce 15.97% | 2,383 | $141.00 |
| Q3 2017 | +67 | Add 2.81% | 2,450 | $148.16 |
| Q4 2017 | +4,510 | Add 184.08% | 6,960 | $152.44 |
| Q1 2018 | -3,584 | Reduce 51.49% | 3,376 | $151.95 |
| Q2 2018 | -289 | Reduce 8.56% | 3,087 | $163.91 |
| Q3 2018 | +1,012 | Add 32.78% | 4,099 | $168.58 |
| Q4 2018 | -856 | Reduce 20.88% | 3,243 | $133.83 |
| Q1 2019 | -908 | Reduce 28.00% | 2,335 | $152.89 |
| Q2 2019 | +1,102 | Add 47.19% | 3,437 | $155.37 |
| Q3 2019 | -855 | Reduce 24.88% | 2,582 | $151.43 |
| Q4 2019 | +3,073 | Add 119.02% | 5,655 | $165.69 |
| Q1 2020 | -1,903 | Reduce 33.65% | 3,752 | $114.34 |
| Q2 2020 | -909 | Reduce 24.23% | 2,843 | $143.16 |
| Q3 2020 | -99 | Reduce 3.48% | 2,744 | $149.78 |
| Q4 2020 | +941 | Add 34.29% | 3,685 | $195.93 |
| Q1 2021 | -1,380 | Reduce 37.45% | 2,305 | $220.82 |
| Q2 2021 | +1,589 | Add 68.94% | 3,894 | $229.33 |
| Q3 2021 | -1,871 | Reduce 48.05% | 2,023 | $218.98 |
| Q4 2021 | +1,300 | Add 64.26% | 3,323 | $222.39 |
| Q1 2022 | -364 | Reduce 10.95% | 2,959 | $205.47 |
| Q2 2022 | +47 | Add 1.59% | 3,006 | $169.33 |
| Q3 2022 | -422 | Reduce 14.04% | 2,584 | $164.86 |
| Q4 2022 | -548 | Reduce 21.21% | 2,036 | $174.36 |
| Q1 2023 | +4,611 | Add 226.47% | 6,647 | $178.40 |
| Q2 2023 | -1,629 | Reduce 24.51% | 5,018 | $187.30 |
| Q3 2023 | +50 | Add 1.00% | 5,068 | $176.76 |
| Q4 2023 | +551 | Add 10.87% | 5,619 | $200.72 |
| Q1 2024 | -902 | Reduce 16.05% | 4,717 | $210.31 |
| Q2 2024 | +4,439 | Add 94.11% | 9,156 | $202.89 |
| Q3 2024 | -5,774 | Reduce 63.06% | 3,382 | $220.93 |
| Q4 2024 | +585 | Add 17.30% | 3,967 | $220.99 |
| Q1 2025 | -176 | Reduce 4.44% | 3,791 | $199.51 |
| Q2 2025 | -474 | Reduce 12.50% | 3,317 | $215.82 |
| Q3 2025 | +303 | Add 9.13% | 3,620 | $242.06 |
| Q4 2025 | +6,205 | Add 171.41% | 9,825 | $246.18 |
Ken Fisher's iShares Russell 2000 ETF Investment FAQs
Ken Fisher first purchased iShares Russell 2000 ETF (IWM) in Q1 2017, acquiring 2,836 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 2000 ETF (IWM) for 36 quarters since Q1 2017.
Ken Fisher's largest addition to iShares Russell 2000 ETF (IWM) was in Q4 2025, adding 9,825 shares worth $2.42 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 9,825 shares of iShares Russell 2000 ETF (IWM), valued at approximately $2.42 M.
As of the Q4 2025 filing, iShares Russell 2000 ETF (IWM) 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 2000 ETF (IWM) was 9,825 shares, as reported at the end of Q4 2025.