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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
+355
New +$220K ﹤0.01% 238
2024
Q4
Sell
-10,746
Closed -$6.2M 129
2024
Q3
$6.2M Buy
+10,746
New +$6.2M 0.02% 56