Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Ishares Tr (IOO)
← All IOO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $116.49–130.15 · VW $125.84i SEC
2025   Q4 2,743 <0.01 Buy <0.01 $117.87–127.97 · VW $124.93i $347,418 SEC
2025   Q2 0 0.00 Sell 100.00% <0.01 $82.80–108.00 · VW $96.73i SEC
2025   Q1 2,474 <0.01 Reduce 63.12% <0.01 $94.39–105.27 · VW $100.68i $305,553 SEC
2024   Q4 6,708 <0.01 Buy <0.01 $97.37–103.66 · VW $100.03i $675,974 SEC