Ken Fisher's IWO Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1,371 shares of iShares Russell 2000 Growth ETF (IWO) worth $438,774, representing 0.00% of the portfolio. First purchased in 2018-Q4, this short-term holding has been held for 5 quarters.
Based on 13F filings, Ken Fisher has maintained this position in IWO for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 1,371 shares. Largest reduction occurred in Q1 2019, reducing 1,639 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Russell 2000 Growth ETF (IWO) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 Growth ETF (IWO) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +1,639 | New Buy | 1,639 | $167.79 |
| Q1 2019 | -1,639 | Sold Out | 0 | $0.00 |
| Q2 2023 | +868 | New Buy | 868 | $242.84 |
| Q3 2023 | -868 | Sold Out | 0 | $0.00 |
| Q3 2025 | +1,371 | New Buy | 1,371 | $320.04 |
Ken Fisher's iShares Russell 2000 Growth ETF Investment FAQs
Ken Fisher first purchased iShares Russell 2000 Growth ETF (IWO) in Q4 2018, acquiring 1,639 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 Growth ETF (IWO) for 5 quarters since Q4 2018.
Ken Fisher's largest addition to iShares Russell 2000 Growth ETF (IWO) was in Q4 2018, adding 1,639 shares worth $275,000.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,371 shares of iShares Russell 2000 Growth ETF (IWO), valued at approximately $438,774.
As of the Q3 2025 filing, iShares Russell 2000 Growth ETF (IWO) 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 Growth ETF (IWO) was 1,639 shares, as reported at the end of Q4 2018.