Polen Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,362
| Closed | -$2.07M | – | 254 |
|
|
2025
Q1 | $2.07M | Buy |
10,362
+355
| +4% | +$70.8K | 0.01% | 86 |
|
|
2024
Q4 | $2.21M | Sell |
10,007
-3,374
| -25% | -$746K | 0.01% | 86 |
|
|
2024
Q3 | $2.96M | Buy |
13,381
+3,493
| +35% | +$772K | 0.01% | 75 |
|
|
2024
Q2 | $2.01M | Buy |
9,888
+4,848
| +96% | +$984K | 0.01% | 85 |
|
|
2024
Q1 | $1.06M | Buy |
5,040
+3,266
| +184% | +$687K | ﹤0.01% | 97 |
|
|
2023
Q4 | $5.17M | Buy |
+1,774
| New | +$5.17M | 0.01% | 75 |
|
|
2023
Q3 | – | Sell |
-1,388
| Closed | -$260K | – | 102 |
|
|
2023
Q2 | $260K | Buy |
+1,388
| New | +$260K | ﹤0.01% | 99 |
|
|
2023
Q1 | – | Sell |
-15,902
| Closed | -$2.77M | – | 97 |
|
|
2022
Q4 | $2.77M | Buy |
15,902
+2,577
| +19% | +$449K | 0.01% | 71 |
|
|
2022
Q3 | $2.2M | Buy |
+13,325
| New | +$2.2M | 0.01% | 72 |
|
|
2022
Q2 | – | Sell |
-1,215
| Closed | -$249K | – | 89 |
|
|
2022
Q1 | $249K | Buy |
+1,215
| New | +$249K | ﹤0.01% | 91 |
|