Ken Fisher’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.67M | Sell |
6,718
-3,107
| -32% | -$801K | ﹤0.01% | 601 |
|
|
2025
Q4 | $2.42M | Buy |
9,825
+6,205
| +171% | +$1.53M | ﹤0.01% | 541 |
|
|
2025
Q3 | $876K | Buy |
3,620
+303
| +9% | +$69.5K | ﹤0.01% | 702 |
|
|
2025
Q2 | $716K | Sell |
3,317
-474
| -13% | -$95.4K | ﹤0.01% | 739 |
|
|
2025
Q1 | $756K | Sell |
3,791
-176
| -4% | -$38.2K | ﹤0.01% | 730 |
|
|
2024
Q4 | $877K | Buy |
3,967
+585
| +17% | +$133K | ﹤0.01% | 675 |
|
|
2024
Q3 | $747K | Sell |
3,382
-5,774
| -63% | -$1.24M | ﹤0.01% | 698 |
|
|
2024
Q2 | $1.86M | Buy |
9,156
+4,439
| +94% | +$897K | ﹤0.01% | 595 |
|
|
2024
Q1 | $992K | Sell |
4,717
-902
| -16% | -$180K | ﹤0.01% | 687 |
|
|
2023
Q4 | $1.13M | Buy |
5,619
+551
| +11% | +$98.7K | ﹤0.01% | 670 |
|
|
2023
Q3 | $896K | Buy |
5,068
+50
| +1% | +$9.39K | ﹤0.01% | 764 |
|
|
2023
Q2 | $940K | Sell |
5,018
-1,629
| -25% | -$290K | ﹤0.01% | 787 |
|
|
2023
Q1 | $1.19M | Buy |
6,647
+4,611
| +226% | +$849K | ﹤0.01% | 746 |
|
|
2022
Q4 | $355K | Sell |
2,036
-548
| -21% | -$97.5K | ﹤0.01% | 891 |
|
|
2022
Q3 | $426K | Sell |
2,584
-422
| -14% | -$77K | ﹤0.01% | 771 |
|
|
2022
Q2 | $509K | Buy |
3,006
+47
| +2% | +$8.66K | ﹤0.01% | 715 |
|
|
2022
Q1 | $608K | Sell |
2,959
-364
| -11% | -$74.3K | ﹤0.01% | 699 |
|
|
2021
Q4 | $739K | Buy |
3,323
+1,300
| +64% | +$294K | ﹤0.01% | 690 |
|
|
2021
Q3 | $443K | Sell |
2,023
-1,871
| -48% | -$415K | ﹤0.01% | 746 |
|
|
2021
Q2 | $893K | Buy |
3,894
+1,589
| +69% | +$357K | ﹤0.01% | 635 |
|
|
2021
Q1 | $509K | Sell |
2,305
-1,380
| -37% | -$301K | ﹤0.01% | 702 |
|
|
2020
Q4 | $722K | Buy |
3,685
+941
| +34% | +$165K | ﹤0.01% | 640 |
|
|
2020
Q3 | $411K | Sell |
2,744
-99
| -3% | -$14.9K | ﹤0.01% | 693 |
|
|
2020
Q2 | $407K | Sell |
2,843
-909
| -24% | -$119K | ﹤0.01% | 687 |
|
|
2020
Q1 | $429K | Sell |
3,752
-1,903
| -34% | -$284K | ﹤0.01% | 635 |
|
|
2019
Q4 | $937K | Buy |
5,655
+3,073
| +119% | +$486K | ﹤0.01% | 589 |
|
|
2019
Q3 | $391K | Sell |
2,582
-855
| -25% | -$131K | ﹤0.01% | 714 |
|
|
2019
Q2 | $534K | Buy |
3,437
+1,102
| +47% | +$170K | ﹤0.01% | 663 |
|
|
2019
Q1 | $357K | Sell |
2,335
-908
| -28% | -$136K | ﹤0.01% | 690 |
|
|
2018
Q4 | $434K | Sell |
3,243
-856
| -21% | -$128K | ﹤0.01% | 668 |
|
|
2018
Q3 | $691K | Buy |
4,099
+1,012
| +33% | +$171K | ﹤0.01% | 613 |
|
|
2018
Q2 | $506K | Sell |
3,087
-289
| -9% | -$46.2K | ﹤0.01% | 641 |
|
|
2018
Q1 | $513K | Sell |
3,376
-3,584
| -51% | -$554K | ﹤0.01% | 623 |
|
|
2017
Q4 | $1.06M | Buy |
6,960
+4,510
| +184% | +$677K | ﹤0.01% | 577 |
|
|
2017
Q3 | $363K | Buy |
2,450
+67
| +3% | +$9.43K | ﹤0.01% | 657 |
|
|
2017
Q2 | $336K | Sell |
2,383
-453
| -16% | -$62.7K | ﹤0.01% | 638 |
|
|
2017
Q1 | $390K | Buy |
+2,836
| New | +$387K | ﹤0.01% | 589 |
|
Other funds holding IWM
Ken Fisher's IWM Position: Q1 2026 in Review
Ken Fisher reduced its iShares Russell 2000 ETF (IWM) stake by 32% in Q1 2026, selling an estimated $801K and leaving 6,718 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #601.
Ken Fisher first reported a position in IWM in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.42M in Q4 2025. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Ken Fisher held 6,718 shares of iShares Russell 2000 ETF worth $1.67M as of Q1 2026.
- Ken Fisher sold 3,107 iShares Russell 2000 ETF shares in Q1 2026, an estimated $801K.
- iShares Russell 2000 ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #601 holding.
- Ken Fisher first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 37 quarters since.
- Ken Fisher's iShares Russell 2000 ETF position peaked at $2.42M in Q4 2025.
- 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.