Polen Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $2.21M | Sell |
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|
2024
Q3 | $2.96M | Buy |
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|
2024
Q2 | $2.01M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $5.17M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $249K | Buy |
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