Ken Fisher’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ken Fisher’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$207K	Sell	1,614 -397	-20%	-$53.7K	﹤0.01%	986
2025 Q4	$276K	Sell	2,011 -1,610	-44%	-$225K	﹤0.01%	910
2025 Q3	$516K	Buy	+3,621	New	+$512K	﹤0.01%	777
2025 Q1	–	Sell	-2,085	Closed	-$264K	–	1041
2024 Q4	$264K	Buy	2,085 +275	+15%	+$35K	﹤0.01%	895
2024 Q3	$212K	Sell	1,810 -1,051	-37%	-$118K	﹤0.01%	889
2024 Q2	$316K	Buy	2,861 +613	+27%	+$67.3K	﹤0.01%	867
2024 Q1	$257K	Buy	+2,248	New	+$243K	﹤0.01%	895
2023 Q4	–	Sell	-2,544	Closed	-$232K	–	1053
2023 Q3	$232K	Buy	+2,544	New	+$243K	﹤0.01%	988
2022 Q4	–	Sell	-4,162	Closed	-$326K	–	1043
2022 Q3	$326K	Buy	+4,162	New	+$358K	﹤0.01%	810
2022 Q1	–	Sell	-1,820	Closed	-$210K	–	981
2021 Q4	$210K	Buy	+1,820	New	+$212K	﹤0.01%	914
2021 Q3	–	Sell	-2,394	Closed	-$271K	–	955
2021 Q2	$271K	Sell	2,394 -1,656	-41%	-$177K	﹤0.01%	821
2021 Q1	$413K	Buy	4,050 +2,075	+105%	+$217K	﹤0.01%	734
2020 Q4	$203K	Buy	+1,975	New	+$188K	﹤0.01%	870

Other funds holding IWP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Ken Fisher's IWP Position: Q1 2026 in Review

Ken Fisher reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 20% in Q1 2026, selling an estimated $53.7K and leaving 1,614 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Ken Fisher first reported a position in IWP in Q4 2020 and has held it in 13 quarters since. The position peaked at $516K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Ken Fisher held 1,614 shares of iShares Russell Mid-Cap Growth ETF worth $207K as of Q1 2026.
Ken Fisher sold 397 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $53.7K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #986 holding.
Ken Fisher first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 13 quarters since.
Ken Fisher's iShares Russell Mid-Cap Growth ETF position peaked at $516K in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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