Ken Fisher’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Ken Fisher’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,720	Closed	-$482K	–	1050
2025 Q2	$482K	Buy	+5,720	New	+$460K	﹤0.01%	792
2022 Q3	–	Sell	-4,398	Closed	-$272K	–	973
2022 Q2	$272K	Buy	+4,398	New	+$290K	﹤0.01%	815

Other funds holding IWX

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

FCIS

First Citizens Investor Services Raleigh, North Carolina $262M AUM

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Ken Fisher's IWX Position: Q3 2025 in Review

Ken Fisher sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2025, closing a stake of 5,720 shares — an estimated $482K sold.

Ken Fisher first reported a position in IWX in Q2 2022 and held it in 2 quarters. The position peaked at $482K in Q2 2025. 211 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

Ken Fisher reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2025 after selling out during the quarter.
Ken Fisher sold 5,720 iShares Russell Top 200 Value ETF shares in Q3 2025, an estimated $482K.
Ken Fisher first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and held it in 2 quarters.
Ken Fisher's iShares Russell Top 200 Value ETF position peaked at $482K in Q2 2025.
211 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Fisher Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.