Dan Polen - Polen Capital Management LLC

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 Core S&P U.S. Growth ETF (IUSG)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2023 Q1	0	0.00	Sell 100.00%	0.03	$79.72–88.85 · VW $85.12i		SEC
2022 Q4	135,869	0.03	Buy	0.03	$76.95–89.00 · VW $83.61i	$11,076,041	SEC

Price snapshot:

Current price$186.32

52-week low$148.20

52-week high$193.60