Polen Capital Management
IWO icon

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

Polen Capital Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,528
Closed -$391K – 255
2025
Q1 		$391K Buy
+1,528
New +$431K ﹤0.01% 110

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B
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TIAA Trust, National Association
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Polen Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 1,528 shares — an estimated $391K sold.

Polen Capital Management first reported a position in IWO in Q1 2025 and held it in 1 quarter. The position peaked at $391K in Q1 2025. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

  • Polen Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Polen Capital Management sold 1,528 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $391K.
  • Polen Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Polen Capital Management's iShares Russell 2000 Growth ETF position peaked at $391K in Q1 2025.
  • 960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

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