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

Ken Fisher’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,289	Closed	-$320K	–	1070
2025 Q3	$320K	Buy	+2,289	New	+$313K	﹤0.01%	877
2022 Q1	–	Sell	-1,986	Closed	-$243K	–	982
2021 Q4	$243K	Sell	1,986 -335	-14%	-$40K	﹤0.01%	883
2021 Q3	$263K	Buy	+2,321	New	+$269K	﹤0.01%	827
2021 Q2	–	Sell	-3,916	Closed	-$428K	–	951
2021 Q1	$428K	Buy	+3,916	New	+$408K	﹤0.01%	728

Other funds holding IWS

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ken Fisher's IWS Position: Q4 2025 in Review

Ken Fisher sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 2,289 shares — an estimated $320K sold.

Ken Fisher first reported a position in IWS in Q1 2021 and held it in 4 quarters. The position peaked at $428K in Q1 2021. 991 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Ken Fisher reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Ken Fisher sold 2,289 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $320K.
Ken Fisher first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and held it in 4 quarters.
Ken Fisher's iShares Russell Mid-Cap Value ETF position peaked at $428K in Q1 2021.
991 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

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