Polen Capital Management
IOO icon

Polen Capital Management’s iShares Global 100 ETF IOO Stock Holding History

Polen Capital Management’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357K Buy
+2,616
New +$356K ﹤0.01% 201
2026
Q1 		– Sell
-2,743
Closed -$347K – 250
2025
Q4 		$347K Buy
+2,743
New +$341K ﹤0.01% 206
2025
Q2 		– Sell
-2,474
Closed -$306K – 253
2025
Q1 		$306K Sell
2,474
-4,234
-63% -$428K ﹤0.01% 115
2024
Q4 		$676K Buy
+6,708
New +$674K ﹤0.01% 114

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Polen Capital Management's IOO Position: Q2 2026 in Review

Polen Capital Management opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 2,616 shares worth $357K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings. This is a return to the name: Polen Capital Management previously reported a position in IOO as recently as Q4 2025.

Polen Capital Management first reported a position in IOO in Q4 2024 and has held it in 4 quarters since. The position peaked at $676K in Q4 2024. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Polen Capital Management held 2,616 shares of iShares Global 100 ETF worth $357K as of Q2 2026.
  • iShares Global 100 ETF was a new Polen Capital Management position in Q2 2026.
  • iShares Global 100 ETF made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #201 holding.
  • Polen Capital Management first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 4 quarters since.
  • Polen Capital Management's iShares Global 100 ETF position peaked at $676K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.