Ken Fisher
IWN icon

Ken Fisher’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ken Fisher’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,699
Closed -$477K – 1068
2025
Q3 		$477K Buy
2,699
+481
+22% +$81.2K ﹤0.01% 785
2025
Q2 		$350K Buy
2,218
+741
+50% +$110K ﹤0.01% 856
2025
Q1 		$223K Sell
1,477
-473
-24% -$76.4K ﹤0.01% 954
2024
Q4 		$320K Buy
1,950
+280
+17% +$47.8K ﹤0.01% 861
2024
Q3 		$279K Sell
1,670
-376
-18% -$61.1K ﹤0.01% 846
2024
Q2 		$312K Buy
2,046
+38
+2% +$5.81K ﹤0.01% 870
2024
Q1 		$319K Sell
2,008
-364
-15% -$55.1K ﹤0.01% 858
2023
Q4 		$369K Buy
2,372
+996
+72% +$138K ﹤0.01% 829
2023
Q3 		$187K Hold
1,376
– – ﹤0.01% 1025
2023
Q2 		$194K Hold
1,376
– – ﹤0.01% 1034
2023
Q1 		$189K Sell
1,376
-550
-29% -$79.7K ﹤0.01% 989
2022
Q4 		$267K Sell
1,926
-181
-9% -$25.6K ﹤0.01% 934
2022
Q3 		$272K Buy
2,107
+18
+0.9% +$2.6K ﹤0.01% 839
2022
Q2 		$284K Sell
2,089
-778
-27% -$116K ﹤0.01% 802
2022
Q1 		$463K Buy
2,867
+10
+0.4% +$1.59K ﹤0.01% 744
2021
Q4 		$474K Sell
2,857
-537
-16% -$89.5K ﹤0.01% 770
2021
Q3 		$544K Buy
3,394
+1,141
+51% +$183K ﹤0.01% 715
2021
Q2 		$373K Buy
2,253
+508
+29% +$83.8K ﹤0.01% 767
2021
Q1 		$278K Sell
1,745
-454
-21% -$68.6K ﹤0.01% 804
2020
Q4 		$290K Sell
2,199
-15
-0.7% -$1.77K ﹤0.01% 798
2020
Q3 		$220K Buy
+2,214
New +$225K ﹤0.01% 798
2019
Q3 		– Sell
-2,016
Closed -$243K – 852
2019
Q2 		$243K Sell
2,016
-13
-0.6% -$1.57K ﹤0.01% 768
2019
Q1 		$243K Sell
2,029
-1,341
-40% -$160K ﹤0.01% 734
2018
Q4 		$362K Sell
3,370
-697
-17% -$83.9K ﹤0.01% 691
2018
Q3 		$541K Buy
4,067
+670
+20% +$90.2K ﹤0.01% 642
2018
Q2 		$448K Sell
3,397
-121
-3% -$15.6K ﹤0.01% 655
2018
Q1 		$429K Sell
3,518
-1,108
-24% -$139K ﹤0.01% 639
2017
Q4 		$582K Buy
4,626
+80
+2% +$10K ﹤0.01% 638
2017
Q3 		$564K Sell
4,546
-4,840
-52% -$570K ﹤0.01% 617
2017
Q2 		$1.12M Sell
9,386
-52
-0.6% -$6.11K ﹤0.01% 527
2017
Q1 		$1.11M Sell
9,438
-216
-2% -$25.6K ﹤0.01% 499
2016
Q4 		$1.15M Sell
9,654
-302
-3% -$33.4K ﹤0.01% 494
2016
Q3 		$1.04M Buy
+9,956
New +$1.02M ﹤0.01% 514
2016
Q2 		– Sell
-11,402
Closed -$1.08M – 706
2016
Q1 		$1.08M Buy
11,402
+142
+1% +$12.3K ﹤0.01% 505
2015
Q4 		$1.03M Sell
11,260
-70
-0.6% -$6.65K ﹤0.01% 507
2015
Q3 		$1.02M Buy
11,330
+70
+0.6% +$6.72K ﹤0.01% 489
2015
Q2 		$1.15M Sell
11,260
-22
-0.2% -$2.27K ﹤0.01% 408
2015
Q1 		$1.16M Sell
11,282
-9,153
-45% -$923K ﹤0.01% 408
2014
Q4 		$2.08M Buy
20,435
+9,154
+81% +$897K ﹤0.01% 371
2014
Q3 		$1.05M Sell
11,281
-183
-2% -$18.1K ﹤0.01% 397
2014
Q2 		$1.18M Sell
11,464
-6
-0.1% -$596 ﹤0.01% 390
2014
Q1 		$1.16M Sell
11,470
-1,485
-11% -$146K ﹤0.01% 376
2013
Q4 		$1.29M Buy
12,955
+1,695
+15% +$162K ﹤0.01% 365
2013
Q3 		$1.03M Sell
11,260
-7,028
-38% -$634K ﹤0.01% 370
2013
Q2 		$1.57M Buy
+18,288
New +$1.55M ﹤0.01% 343

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ken Fisher's IWN Position: Q4 2025 in Review

Ken Fisher sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 2,699 shares — an estimated $477K sold.

Ken Fisher first reported a position in IWN in Q2 2013 and held it in 45 quarters. The position peaked at $2.08M in Q4 2014. 1,044 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Ken Fisher reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Ken Fisher sold 2,699 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $477K.
  • Ken Fisher first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 45 quarters.
  • Ken Fisher's iShares Russell 2000 Value ETF position peaked at $2.08M in Q4 2014.
  • 1,044 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Fisher Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.