Ken Fisher
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Ken Fisher’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ken Fisher’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,371
Closed -$439K – 1069
2025
Q3 		$439K Buy
+1,371
New +$414K ﹤0.01% 799
2023
Q3 		– Sell
-868
Closed -$211K – 1222
2023
Q2 		$211K Buy
+868
New +$199K ﹤0.01% 1022
2019
Q1 		– Sell
-1,639
Closed -$275K – 832
2018
Q4 		$275K Buy
+1,639
New +$306K ﹤0.01% 725

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ken Fisher's IWO Position: Q4 2025 in Review

Ken Fisher sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 1,371 shares — an estimated $439K sold.

Ken Fisher first reported a position in IWO in Q4 2018 and held it in 3 quarters. The position peaked at $439K in Q3 2025. 1,062 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Ken Fisher reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Ken Fisher sold 1,371 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $439K.
  • Ken Fisher first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 3 quarters.
  • Ken Fisher's iShares Russell 2000 Growth ETF position peaked at $439K in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

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