Ken Fisher’s iShares Russell 3000 ETF IWV Stock Holding History

Ken Fisher’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,051	Closed	-$292K	–	983
2021 Q4	$292K	Sell	1,051 -19	-2%	-$5.15K	﹤0.01%	856
2021 Q3	$273K	Buy	1,070 +82	+8%	+$21.5K	﹤0.01%	820
2021 Q2	$253K	Sell	988 -982	-50%	-$245K	﹤0.01%	840
2021 Q1	$467K	Buy	+1,970	New	+$458K	﹤0.01%	716

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Ken Fisher's IWV Position: Q1 2022 in Review

Ken Fisher sold out of iShares Russell 3000 ETF (IWV) in Q1 2022, closing a stake of 1,051 shares — an estimated $292K sold.

Ken Fisher first reported a position in IWV in Q1 2021 and held it in 4 quarters. The position peaked at $467K in Q1 2021. 659 funds tracked by Wall St. Rank hold IWV as of Q1 2022.

Ken Fisher reported no remaining iShares Russell 3000 ETF position as of Q1 2022 after selling out during the quarter.
Ken Fisher sold 1,051 iShares Russell 3000 ETF shares in Q1 2022, an estimated $292K.
Ken Fisher first reported a position in iShares Russell 3000 ETF in Q1 2021 and held it in 4 quarters.
Ken Fisher's iShares Russell 3000 ETF position peaked at $467K in Q1 2021.
659 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2022.

Based on Fisher Asset Management's 13F filing for Q1 2022, filed 5 May 2022.