Ken Fisher's IWN Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 2.7K shares of iShares Russell 2000 Value ETF (IWN) worth $477,209, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in IWN, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 9.2K shares. Largest reduction occurred in Q1 2015, reducing 9.2K shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Russell 2000 Value ETF (IWN) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 Value ETF (IWN) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
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Ken Fisher's iShares Russell 2000 Value ETF Investment FAQs
Ken Fisher first purchased iShares Russell 2000 Value ETF (IWN) in Q2 2013, acquiring 18,288 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 Value ETF (IWN) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to iShares Russell 2000 Value ETF (IWN) was in Q2 2013, adding 18,288 shares worth $1.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 2,699 shares of iShares Russell 2000 Value ETF (IWN), valued at approximately $477,209. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Russell 2000 Value ETF (IWN) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in iShares Russell 2000 Value ETF (IWN) was 20,435 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.