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Ken Fisher’s IWP Holdings & Trades

First Buy
Q4 2020
Duration Held
17 Quarters
Largest Add
Q3 2022
+4,162 Shares
Current Position
2,011 Shares
$275,520 Value

Ken Fisher's IWP Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 2,011 shares of iShares Russell Mid-Cap Growth ETF (IWP) worth $275,520, representing 0.00% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 17 quarters.

Based on 13F filings, Ken Fisher has maintained a strategic position in IWP, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 4,162 shares. Largest reduction occurred in Q4 2022, reducing 4,162 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's iShares Russell Mid-Cap Growth ETF (IWP) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares Russell Mid-Cap Growth ETF (IWP) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -1,610 Reduce 44.46% 2,011 $137.01
Q3 2025 +3,621 New Buy 3,621 $142.43
Q1 2025 -2,085 Sold Out 0 $0.00
Q4 2024 +275 Add 15.19% 2,085 $126.78
Q3 2024 -1,051 Reduce 36.74% 1,810 $117.31
Q2 2024 +613 Add 27.27% 2,861 $110.37
Q1 2024 +2,248 New Buy 2,248 $114.18
Q4 2023 -2,544 Sold Out 0 $0.00
Q3 2023 +2,544 New Buy 2,544 $91.38
Q4 2022 -4,162 Sold Out 0 $0.00
Q3 2022 +4,162 New Buy 4,162 $78.33
Q1 2022 -1,820 Sold Out 0 $0.00
Q4 2021 +1,820 New Buy 1,820 $115.38
Q3 2021 -2,394 Sold Out 0 $0.00
Q2 2021 -1,656 Reduce 40.89% 2,394 $113.20
Q1 2021 +2,075 Add 105.06% 4,050 $101.98
Q4 2020 +1,975 New Buy 1,975 $102.78

Ken Fisher's iShares Russell Mid-Cap Growth ETF Investment FAQs

Ken Fisher first purchased iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2020, acquiring 1,975 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 Mid-Cap Growth ETF (IWP) for 17 quarters since Q4 2020.

Ken Fisher's largest addition to iShares Russell Mid-Cap Growth ETF (IWP) was in Q3 2022, adding 4,162 shares worth $326,000.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 2,011 shares of iShares Russell Mid-Cap Growth ETF (IWP), valued at approximately $275,520.

As of the Q4 2025 filing, iShares Russell Mid-Cap Growth ETF (IWP) 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 Mid-Cap Growth ETF (IWP) was 4,162 shares, as reported at the end of Q3 2022.