Ken Fisher
IWR icon

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

Ken Fisher’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$381K Buy
3,916
+189
+5% +$18.9K ﹤0.01% 846
2025
Q4 		$359K Buy
3,727
+129
+4% +$12.4K ﹤0.01% 848
2025
Q3 		$347K Buy
+3,598
New +$341K ﹤0.01% 852
2025
Q2 		– Sell
-4,256
Closed -$362K – 1034
2025
Q1 		$362K Buy
4,256
+57
+1% +$5.08K ﹤0.01% 856
2024
Q4 		$371K Buy
+4,199
New +$381K ﹤0.01% 823
2024
Q3 		– Sell
-4,044
Closed -$328K – 968
2024
Q2 		$328K Buy
+4,044
New +$329K ﹤0.01% 863
2023
Q3 		– Sell
-3,848
Closed -$281K – 1223
2023
Q2 		$281K Buy
+3,848
New +$268K ﹤0.01% 965
2021
Q4 		– Sell
-3,542
Closed -$277K – 985
2021
Q3 		$277K Sell
3,542
-741
-17% -$59.4K ﹤0.01% 818
2021
Q2 		$339K Buy
4,283
+450
+12% +$34.9K ﹤0.01% 785
2021
Q1 		$283K Buy
3,833
+800
+26% +$57.8K ﹤0.01% 800
2020
Q4 		$208K Buy
+3,033
New +$193K ﹤0.01% 864
2019
Q3 		– Sell
-4,048
Closed -$226K – 853
2019
Q2 		$226K Buy
+4,048
New +$222K ﹤0.01% 782
2018
Q1 		– Sell
-13,400
Closed -$697K – 798
2017
Q4 		$697K Buy
+13,400
New +$680K ﹤0.01% 614
2017
Q3 		– Sell
-6,232
Closed -$299K – 805
2017
Q2 		$299K Buy
6,232
+1,780
+40% +$84.4K ﹤0.01% 652
2017
Q1 		$208K Buy
+4,452
New +$206K ﹤0.01% 684

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ken Fisher's IWR Position: Q1 2026 in Review

Ken Fisher increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.1% in Q1 2026, buying an estimated $18.9K and bringing the position to 3,916 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Ken Fisher first reported a position in IWR in Q1 2017 and has held it in 15 quarters since. The position peaked at $697K in Q4 2017. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Ken Fisher held 3,916 shares of iShares Russell Mid-Cap ETF worth $381K as of Q1 2026.
  • Ken Fisher bought 189 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $18.9K.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #846 holding.
  • Ken Fisher first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 15 quarters since.
  • Ken Fisher's iShares Russell Mid-Cap ETF position peaked at $697K in Q4 2017.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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