Ken Fisher’s iShares S&P 500 Growth ETF IVW Stock Holding History

Ken Fisher’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.9M	Buy	25,674 +47	+0.2%	+$5.65K	﹤0.01%	521
2025 Q4	$3.16M	Buy	25,627 +9,053	+55%	+$1.11M	﹤0.01%	503
2025 Q3	$2M	Buy	16,574 +4,592	+38%	+$528K	﹤0.01%	570
2025 Q2	$1.32M	Buy	11,982 +8,091	+208%	+$801K	﹤0.01%	645
2025 Q1	$361K	Sell	3,891 -4,623	-54%	-$466K	﹤0.01%	857
2024 Q4	$864K	Buy	+8,514	New	+$849K	﹤0.01%	679
2024 Q3	–	Sell	-2,804	Closed	-$260K	–	967
2024 Q2	$260K	Sell	2,804 -1,375	-33%	-$119K	﹤0.01%	904
2024 Q1	$353K	Sell	4,179 -130	-3%	-$10.4K	﹤0.01%	837
2023 Q4	$324K	Buy	4,309 +1,113	+35%	+$79.2K	﹤0.01%	851
2023 Q3	$219K	Buy	+3,196	New	+$226K	﹤0.01%	1003
2023 Q2	–	Sell	-3,247	Closed	-$207K	–	1186
2023 Q1	$207K	Buy	+3,247	New	+$198K	﹤0.01%	983
2022 Q3	–	Sell	-3,695	Closed	-$223K	–	971
2022 Q2	$223K	Buy	+3,695	New	+$245K	﹤0.01%	852
2022 Q1	–	Sell	-8,046	Closed	-$673K	–	980
2021 Q4	$673K	Buy	8,046 +4,365	+119%	+$352K	﹤0.01%	702
2021 Q3	$272K	Sell	3,681 -3,234	-47%	-$247K	﹤0.01%	821
2021 Q2	$503K	Sell	6,915 -1,846	-21%	-$128K	﹤0.01%	720
2021 Q1	$570K	Buy	8,761 +4,342	+98%	+$281K	﹤0.01%	686
2020 Q4	$282K	Buy	+4,419	New	+$268K	﹤0.01%	806
2020 Q2	–	Sell	-5,932	Closed	-$245K	–	845
2020 Q1	$245K	Buy	+5,932	New	+$281K	﹤0.01%	700
2018 Q4	–	Sell	-5,780	Closed	-$256K	–	826
2018 Q3	$256K	Sell	5,780 -1,176	-17%	-$50.5K	﹤0.01%	733
2018 Q2	$283K	Buy	+6,956	New	+$279K	﹤0.01%	713

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ken Fisher's IVW Position: Q1 2026 in Review

Ken Fisher increased its iShares S&P 500 Growth ETF (IVW) stake by 0.18% in Q1 2026, buying an estimated $5.65K and bringing the position to 25,674 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Ken Fisher first reported a position in IVW in Q2 2018 and has held it in 20 quarters since. The position peaked at $3.16M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Ken Fisher held 25,674 shares of iShares S&P 500 Growth ETF worth $2.9M as of Q1 2026.
Ken Fisher bought 47 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $5.65K.
iShares S&P 500 Growth ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #521 holding.
Ken Fisher first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 20 quarters since.
Ken Fisher's iShares S&P 500 Growth ETF position peaked at $3.16M in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.