Ken Fisher’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.79M | Buy |
11,921
+4,819
| +68% | +$3.29M | ﹤0.01% | 416 |
|
|
2025
Q4 | $4.86M | Buy |
7,102
+1,472
| +26% | +$1,000K | ﹤0.01% | 470 |
|
|
2025
Q3 | $3.77M | Sell |
5,630
-1,135
| -17% | -$731K | ﹤0.01% | 503 |
|
|
2025
Q2 | $4.2M | Sell |
6,765
-2,940
| -30% | -$1.69M | ﹤0.01% | 502 |
|
|
2025
Q1 | $5.45M | Buy |
9,705
+4,527
| +87% | +$2.67M | ﹤0.01% | 479 |
|
|
2024
Q4 | $3.05M | Sell |
5,178
-591
| -10% | -$350K | ﹤0.01% | 544 |
|
|
2024
Q3 | $3.33M | Sell |
5,769
-280
| -5% | -$156K | ﹤0.01% | 527 |
|
|
2024
Q2 | $3.31M | Buy |
6,049
+643
| +12% | +$338K | ﹤0.01% | 528 |
|
|
2024
Q1 | $2.84M | Sell |
5,406
-2,587
| -32% | -$1.29M | ﹤0.01% | 554 |
|
|
2023
Q4 | $3.82M | Buy |
7,993
+801
| +11% | +$359K | ﹤0.01% | 519 |
|
|
2023
Q3 | $3.09M | Buy |
7,192
+269
| +4% | +$120K | ﹤0.01% | 581 |
|
|
2023
Q2 | $3.09M | Buy |
6,923
+305
| +5% | +$129K | ﹤0.01% | 599 |
|
|
2023
Q1 | $2.72M | Buy |
6,618
+2,234
| +51% | +$896K | ﹤0.01% | 619 |
|
|
2022
Q4 | $1.68M | Buy |
4,384
+1,567
| +56% | +$605K | ﹤0.01% | 675 |
|
|
2022
Q3 | $1.01M | Sell |
2,817
-1,179
| -30% | -$471K | ﹤0.01% | 666 |
|
|
2022
Q2 | $1.51M | Sell |
3,996
-6,217
| -61% | -$2.56M | ﹤0.01% | 570 |
|
|
2022
Q1 | $4.63M | Buy |
10,213
+6,810
| +200% | +$3.05M | ﹤0.01% | 457 |
|
|
2021
Q4 | $1.62M | Buy |
3,403
+525
| +18% | +$242K | ﹤0.01% | 589 |
|
|
2021
Q3 | $1.24M | Sell |
2,878
-556
| -16% | -$246K | ﹤0.01% | 584 |
|
|
2021
Q2 | $1.48M | Buy |
3,434
+197
| +6% | +$82.5K | ﹤0.01% | 559 |
|
|
2021
Q1 | $1.29M | Sell |
3,237
-649
| -17% | -$251K | ﹤0.01% | 581 |
|
|
2020
Q4 | $1.46M | Buy |
3,886
+1,160
| +43% | +$413K | ﹤0.01% | 559 |
|
|
2020
Q3 | $916K | Sell |
2,726
-1,203
| -31% | -$400K | ﹤0.01% | 575 |
|
|
2020
Q2 | $1.22M | Buy |
3,929
+1,367
| +53% | +$401K | ﹤0.01% | 545 |
|
|
2020
Q1 | $662K | Sell |
2,562
-2,402
| -48% | -$736K | ﹤0.01% | 587 |
|
|
2019
Q4 | $1.6M | Buy |
4,964
+2,416
| +95% | +$748K | ﹤0.01% | 524 |
|
|
2019
Q3 | $761K | Buy |
2,548
+1,550
| +155% | +$461K | ﹤0.01% | 633 |
|
|
2019
Q2 | $294K | Sell |
998
-1,837
| -65% | -$532K | ﹤0.01% | 734 |
|
|
2019
Q1 | $807K | Buy |
2,835
+625
| +28% | +$171K | ﹤0.01% | 600 |
|
|
2018
Q4 | $556K | Buy |
2,210
+247
| +13% | +$67.1K | ﹤0.01% | 648 |
|
|
2018
Q3 | $575K | Sell |
1,963
-583
| -23% | -$167K | ﹤0.01% | 632 |
|
|
2018
Q2 | $695K | Buy |
2,546
+1,394
| +121% | +$379K | ﹤0.01% | 614 |
|
|
2018
Q1 | $306K | Sell |
1,152
-5,536
| -83% | -$1.52M | ﹤0.01% | 673 |
|
|
2017
Q4 | $1.8M | Buy |
6,688
+5,356
| +402% | +$1.4M | ﹤0.01% | 531 |
|
|
2017
Q3 | $337K | Sell |
1,332
-1,316
| -50% | -$327K | ﹤0.01% | 666 |
|
|
2017
Q2 | $645K | Buy |
+2,648
| New | +$639K | ﹤0.01% | 580 |
|
|
2014
Q2 | – | Sell |
-1,146
| Closed | -$216K | – | 568 |
|
|
2014
Q1 | $216K | Sell |
1,146
-406
| -26% | -$75K | ﹤0.01% | 476 |
|
|
2013
Q4 | $288K | Buy |
+1,552
| New | +$276K | ﹤0.01% | 445 |
|
Other funds holding IVV
Ken Fisher's IVV Position: Q1 2026 in Review
Ken Fisher increased its iShares Core S&P 500 ETF (IVV) stake by 68% in Q1 2026, buying an estimated $3.29M and bringing the position to 11,921 shares worth $7.79M. The position accounts for ﹤0.01% of the portfolio, ranked #416.
Ken Fisher first reported a position in IVV in Q4 2013 and has held it in 38 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Ken Fisher held 11,921 shares of iShares Core S&P 500 ETF worth $7.79M as of Q1 2026.
- Ken Fisher bought 4,819 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.29M.
- iShares Core S&P 500 ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #416 holding.
- Ken Fisher first reported a position in iShares Core S&P 500 ETF in Q4 2013 and has held it in 38 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.