Ken Fisher's IWR Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 3,727 shares of iShares Russell Midcap ETF (IWR) worth $358,803, representing 0.00% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IWR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 4,199 shares. Largest reduction occurred in Q2 2025, reducing 4,256 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares Russell Midcap ETF (IWR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell Midcap ETF (IWR) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +129 | Add 3.59% | 3,727 | $96.27 |
| Q3 2025 | +3,598 | New Buy | 3,598 | $96.56 |
| Q2 2025 | -4,256 | Sold Out | 0 | $0.00 |
| Q1 2025 | +57 | Add 1.36% | 4,256 | $85.07 |
| Q4 2024 | +4,199 | New Buy | 4,199 | $88.41 |
| Q3 2024 | -4,044 | Sold Out | 0 | $0.00 |
| Q2 2024 | +4,044 | New Buy | 4,044 | $81.09 |
| Q3 2023 | -3,848 | Sold Out | 0 | $0.00 |
| Q2 2023 | +3,848 | New Buy | 3,848 | $73.03 |
| Q4 2021 | -3,542 | Sold Out | 0 | $0.00 |
| Q3 2021 | -741 | Reduce 17.30% | 3,542 | $78.20 |
| Q2 2021 | +450 | Add 11.74% | 4,283 | $79.15 |
| Q1 2021 | +800 | Add 26.38% | 3,833 | $73.83 |
| Q4 2020 | +3,033 | New Buy | 3,033 | $68.58 |
| Q3 2019 | -4,048 | Sold Out | 0 | $0.00 |
| Q2 2019 | +4,048 | New Buy | 4,048 | $55.83 |
| Q1 2018 | -3,350 | Sold Out | 0 | $0.00 |
| Q4 2017 | +3,350 | New Buy | 3,350 | $208.06 |
| Q3 2017 | -1,558 | Sold Out | 0 | $0.00 |
| Q2 2017 | +445 | Add 39.98% | 1,558 | $191.91 |
| Q1 2017 | +1,113 | New Buy | 1,113 | $186.88 |
Ken Fisher's iShares Russell Midcap ETF Investment FAQs
Ken Fisher first purchased iShares Russell Midcap ETF (IWR) in Q1 2017, acquiring 1,113 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 Midcap ETF (IWR) for 21 quarters since Q1 2017.
Ken Fisher's largest addition to iShares Russell Midcap ETF (IWR) was in Q4 2024, adding 4,199 shares worth $371,236.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 3,727 shares of iShares Russell Midcap ETF (IWR), valued at approximately $358,803.
As of the Q4 2025 filing, iShares Russell Midcap ETF (IWR) 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 Midcap ETF (IWR) was 4,283 shares, as reported at the end of Q2 2021.