Polen Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Polen Capital Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,362	Closed	-$2.07M	–	254
2025 Q1	$2.07M	Buy	10,362 +355	+4%	+$77K	0.01%	86
2024 Q4	$2.21M	Sell	10,007 -3,374	-25%	-$769K	0.01%	86
2024 Q3	$2.96M	Buy	13,381 +3,493	+35%	+$747K	0.01%	75
2024 Q2	$2.01M	Buy	9,888 +4,848	+96%	+$980K	0.01%	85
2024 Q1	$1.06M	Buy	5,040 +3,266	+184%	+$652K	﹤0.01%	97
2023 Q4	$5.17M	Buy	+1,774	New	+$318K	0.01%	75
2023 Q3	–	Sell	-1,388	Closed	-$260K	–	102
2023 Q2	$260K	Buy	+1,388	New	+$247K	﹤0.01%	99
2023 Q1	–	Sell	-15,902	Closed	-$2.77M	–	97
2022 Q4	$2.77M	Buy	15,902 +2,577	+19%	+$458K	0.01%	71
2022 Q3	$2.2M	Buy	+13,325	New	+$2.43M	0.01%	72
2022 Q2	–	Sell	-1,215	Closed	-$249K	–	89
2022 Q1	$249K	Buy	+1,215	New	+$248K	﹤0.01%	91

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Polen Capital Management's IWM Position: Q2 2025 in Review

Polen Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 10,362 shares — an estimated $2.07M sold.

Polen Capital Management first reported a position in IWM in Q1 2022 and held it in 10 quarters. The position peaked at $5.17M in Q4 2023. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Polen Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Polen Capital Management sold 10,362 iShares Russell 2000 ETF shares in Q2 2025, an estimated $2.07M.
Polen Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2022 and held it in 10 quarters.
Polen Capital Management's iShares Russell 2000 ETF position peaked at $5.17M in Q4 2023.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Polen Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.