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 500 ETF (IVV)
← All IVV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.04 $632.14–700.97 · VW $675.42i SEC
2025   Q4 13,669 0.04 Buy 0.04 $654.04–694.70 · VW $680.70i $9,362,445 SEC
2025   Q3 0 0.00 Sell 100.00% <0.01 $618.48–670.55 · VW $647.61i SEC
2025   Q2 355 <0.01 Buy <0.01 $484.00–622.12 · VW $572.88i $220,420 SEC
2024   Q4 0 0.00 Sell 100.00% 0.02 $567.97–612.09 · VW $590.77i SEC
2024   Q3 10,746 0.02 Buy 0.02 $513.02–577.47 · VW $558.18i $6,198,508 SEC
Price snapshot:
Current price$752.58
52-week low$613.71
52-week high$761.95