Ken Fisher's IYF Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 1.73 M shares of iShares U.S. Financials ETF (IYF) worth $223.48 M, representing 0.08% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IYF, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 486,530 shares. Largest reduction occurred in Q2 2024, reducing 86,706 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's iShares US Financials ETF (IYF) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares US Financials ETF (IYF) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -50,544 | Reduce 2.83% | 1.73 M | $128.93 |
| Q3 2025 | -50,109 | Reduce 2.73% | 1.78 M | $126.64 |
| Q2 2025 | +4,280 | Add 0.23% | 1.83 M | $120.99 |
| Q1 2025 | -73,827 | Reduce 3.88% | 1.83 M | $112.85 |
| Q4 2024 | -83,898 | Reduce 4.22% | 1.9 M | $110.58 |
| Q3 2024 | -67,578 | Reduce 3.29% | 1.99 M | $103.90 |
| Q2 2024 | -86,706 | Reduce 4.05% | 2.05 M | $94.57 |
| Q1 2024 | -55,898 | Reduce 2.54% | 2.14 M | $95.65 |
| Q4 2023 | -43,920 | Reduce 1.96% | 2.2 M | $85.41 |
| Q3 2023 | +486,530 | Add 27.72% | 2.24 M | $74.76 |
| Q2 2023 | +132,623 | Add 8.17% | 1.75 M | $74.61 |
| Q1 2023 | +123,779 | Add 8.26% | 1.62 M | $71.14 |
| Q4 2022 | +187,220 | Add 14.28% | 1.5 M | $75.47 |
| Q3 2022 | +484,568 | Add 58.61% | 1.31 M | $67.55 |
| Q2 2022 | +80,016 | Add 10.71% | 826,793 | $69.98 |
| Q1 2022 | +60,198 | Add 8.77% | 746,777 | $84.53 |
| Q4 2021 | +43,401 | Add 6.75% | 686,579 | $86.69 |
| Q3 2021 | +39,517 | Add 6.55% | 643,178 | $82.55 |
| Q2 2021 | +58,270 | Add 10.68% | 603,661 | $81.05 |
| Q1 2021 | +41,688 | Add 8.28% | 545,391 | $74.87 |
| Q4 2020 | +276,660 | Add 121.85% | 503,703 | $66.77 |
| Q3 2020 | +10,242 | Add 4.72% | 227,043 | $113.48 |
| Q2 2020 | +216,801 | New Buy | 216,801 | $110.14 |
Ken Fisher's iShares US Financials ETF Investment FAQs
Ken Fisher first purchased iShares U.S. Financials ETF (IYF) in Q2 2020, acquiring 216,801 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 U.S. Financials ETF (IYF) for 23 quarters since Q2 2020.
Ken Fisher's largest addition to iShares U.S. Financials ETF (IYF) was in Q3 2023, adding 2,241,513 shares worth $167.58 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,733,313 shares of iShares U.S. Financials ETF (IYF), valued at approximately $223.48 M.
As of the Q4 2025 filing, iShares U.S. Financials ETF (IYF) represents approximately 0.08% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares U.S. Financials ETF (IYF) was 2,241,513 shares, as reported at the end of Q3 2023.