Polen Capital Management
IVV icon

Polen Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Polen Capital Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,669
Closed -$9.36M – 251
2025
Q4 		$9.36M Buy
+13,669
New +$9.28M 0.04% 42
2025
Q3 		– Sell
-355
Closed -$220K – 263
2025
Q2 		$220K Buy
+355
New +$204K ﹤0.01% 238
2024
Q4 		– Sell
-10,746
Closed -$6.2M – 129
2024
Q3 		$6.2M Buy
+10,746
New +$5.97M 0.02% 56

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Polen Capital Management's IVV Position: Q1 2026 in Review

Polen Capital Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 13,669 shares — an estimated $9.36M sold.

Polen Capital Management first reported a position in IVV in Q3 2024 and held it in 3 quarters. The position peaked at $9.36M in Q4 2025. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Polen Capital Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 13,669 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $9.36M.
  • Polen Capital Management first reported a position in iShares Core S&P 500 ETF in Q3 2024 and held it in 3 quarters.
  • Polen Capital Management's iShares Core S&P 500 ETF position peaked at $9.36M in Q4 2025.
  • 3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.