Ken Fisher
IWY icon

Ken Fisher’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Ken Fisher’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$303K Sell
1,219
-1,938
-61% -$513K ﹤0.01% 902
2025
Q4 		$874K Buy
3,157
+378
+14% +$105K ﹤0.01% 694
2025
Q3 		$761K Sell
2,779
-550
-17% -$142K ﹤0.01% 719
2025
Q2 		$821K Buy
+3,329
New +$741K ﹤0.01% 718

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ken Fisher's IWY Position: Q1 2026 in Review

Ken Fisher reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 61% in Q1 2026, selling an estimated $513K and leaving 1,219 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Ken Fisher first reported a position in IWY in Q2 2025 and has held it in 4 quarters since. The position peaked at $874K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Ken Fisher held 1,219 shares of iShares Russell Top 200 Growth ETF worth $303K as of Q1 2026.
  • Ken Fisher sold 1,938 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $513K.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #902 holding.
  • Ken Fisher first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Ken Fisher's iShares Russell Top 200 Growth ETF position peaked at $874K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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