Dan Polen - Polen Capital Management
Holding/activity history for iShares Russell 1000 Growth ETF (IWF)
← All IWF superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,627,452 | 1.20 | Reduce 47.58% | 0.75 | $102.23–120.08 · VW $111.78i | $173,486,508 | SEC |
| 2025 Q4 | 3,104,344 | 1.57 | Add 240.61% | 1.11 | $112.71–123.25 · VW $118.62i | $367,321,352 | SEC |
| 2025 Q3 | 911,404 | 0.35 | Add 0.99% | <0.01 | $104.64–118.25 · VW $111.64i | $106,727,454 | SEC |
| 2025 Q2 | 902,436 | 0.29 | Reduce 41.48% | 0.18 | $77.17–106.42 · VW $93.61i | $95,788,998 | SEC |
| 2025 Q1 | 1,542,088 | 0.44 | Reduce 23.45% | 0.13 | $87.76–104.75 · VW $97.38i | $139,208,065 | SEC |
| 2024 Q4 | 2,014,476 | 0.55 | Add 210.48% | 0.37 | $91.83–104.88 · VW $98.14i | $202,243,438 | SEC |
| 2024 Q3 | 648,824 | 0.16 | Reduce 45.53% | 0.12 | $80.19–361.76 · VW $118.52i | $60,889,073 | SEC |
| 2024 Q2 | 1,191,212 | 0.27 | Add 292.95% | 0.20 | $78.81–92.61 · VW $84.90i | $108,552,096 | SEC |
| 2024 Q1 | 303,144 | 0.06 | Reduce 81.76% | 0.13 | $73.45–85.21 · VW $80.23i | $25,543,796 | SEC |
| 2023 Q4 | 1,661,580 | 0.16 | Add 38.70% | 0.05 | $64.00–76.34 · VW $70.64i | $67,858,652 | SEC |
| 2023 Q3 | 1,197,976 | 0.21 | Add 133.80% | 0.12 | $65.39–71.74 · VW $69.06i | $79,662,406 | SEC |
| 2023 Q2 | 512,396 | 0.09 | Reduce 6.44% | <0.01 | $59.81–68.98 · VW $64.32i | $35,250,411 | SEC |
| 2023 Q1 | 547,648 | 0.09 | Reduce 94.60% | 1.50 | $52.32–61.15 · VW $57.52i | $33,451,929 | SEC |
| 2022 Q4 | 10,150,048 | 1.59 | Add 329.78% | 1.22 | $50.51–58.77 · VW $55.09i | $543,636,571 | SEC |
| 2022 Q3 | 2,361,700 | 0.35 | Reduce 49.27% | 0.33 | $52.58–64.71 · VW $58.25i | $124,225,000 | SEC |
| 2022 Q2 | 4,655,616 | 0.67 | Add 4.61% | 0.03 | $51.99–70.82 · VW $59.37i | $254,546,000 | SEC |
| 2022 Q1 | 4,450,452 | 0.60 | Add 364.71% | 0.47 | $61.25–77.10 · VW $68.30i | $308,895,000 | SEC |
| 2021 Q4 | 957,692 | 0.12 | Add 264.18% | 0.09 | $67.29–77.99 · VW $74.61i | $73,165,000 | SEC |
| 2021 Q3 | 262,972 | 0.03 | Reduce 65.76% | 0.07 | $67.51–73.25 · VW $70.36i | $18,016,000 | SEC |
| 2021 Q2 | 768,068 | 0.10 | Add 8.54% | <0.01 | $61.04–68.09 · VW $64.52i | $52,129,000 | SEC |
| 2021 Q1 | 707,668 | 0.10 | Add 179.51% | 0.06 | $56.69–63.90 · VW $60.29i | $42,998,000 | SEC |
| 2020 Q4 | 253,180 | 0.04 | Add 156.00% | 0.02 | $51.91–60.71 · VW $56.51i | $15,263,000 | SEC |
| 2020 Q3 | 98,900 | 0.01 | Reduce 63.61% | 0.03 | $47.99–58.57 · VW $53.48i | $5,363,000 | SEC |
| 2020 Q2 | 271,752 | 0.04 | Reduce 83.53% | 0.23 | $35.72–48.84 · VW $44.05i | $13,041,000 | SEC |
| 2020 Q1 | 1,649,864 | 0.27 | Add 990.23% | 0.25 | $32.06–48.19 · VW $41.35i | $62,138,000 | SEC |
| 2019 Q4 | 151,332 | 0.03 | Reduce 16.94% | <0.01 | $38.41–44.33 · VW $42.11i | $6,656,000 | SEC |
| 2019 Q3 | 182,196 | 0.03 | Reduce 11.44% | <0.01 | $38.06–41.08 · VW $40.01i | $7,271,000 | SEC |
| 2019 Q2 | 205,728 | 0.04 | Add 76.92% | 0.02 | $36.30–39.96 · VW $38.50i | $8,092,000 | SEC |
| 2019 Q1 | 116,284 | 0.02 | Reduce 86.38% | 0.16 | $31.64–38.22 · VW $35.59i | $4,400,000 | SEC |
| 2018 Q4 | 853,816 | 0.18 | Add 644.91% | 0.16 | $30.43–39.33 · VW $34.58i | $27,943,000 | SEC |
| 2018 Q3 | 114,620 | 0.03 | Add 17.26% | <0.01 | $35.62–39.14 · VW $37.84i | $4,470,000 | SEC |
| 2018 Q2 | 97,752 | 0.02 | Reduce 42.86% | 0.02 | $32.88–37.04 · VW $35.28i | $3,514,000 | SEC |
| 2018 Q1 | 171,080 | 0.04 | Reduce 57.29% | 0.06 | $32.27–36.54 · VW $34.87i | $5,821,000 | SEC |
| 2017 Q4 | 400,580 | 0.10 | Add 236.45% | 0.07 | $31.25–34.10 · VW $33.03i | $13,488,000 | SEC |
| 2017 Q3 | 119,060 | 0.03 | Reduce 87.40% | 0.22 | $29.41–31.34 · VW $30.70i | $3,722,000 | SEC |
| 2017 Q2 | 945,192 | 0.25 | Add 82.92% | 0.11 | $28.11–30.36 · VW $29.45i | $28,124,000 | SEC |
| 2017 Q1 | 516,712 | 0.14 | Reduce 50.11% | 0.15 | $26.28–28.67 · VW $27.59i | $14,701,000 | SEC |
| 2016 Q4 | 1,035,672 | 0.30 | Add 116.28% | 0.16 | $24.89–26.76 · VW $25.91i | $27,160,000 | SEC |
| 2016 Q3 | 478,864 | 0.15 | Add 0.86% | <0.01 | $24.85–26.47 · VW $25.94i | $12,471,000 | SEC |
| 2016 Q2 | 474,792 | 0.15 | Add 1631.05% | 0.14 | $23.86–25.48 · VW $24.87i | $11,913,000 | SEC |
| 2016 Q1 | 27,428 | 0.01 | Reduce 88.13% | 0.08 | $21.84–25.09 · VW $23.51i | $684,000 | SEC |
| 2015 Q4 | 231,144 | 0.09 | Add 1040.21% | 0.08 | $22.98–25.65 · VW $24.92i | $5,749,000 | SEC |
| 2015 Q3 | 20,272 | 0.01 | Reduce 51.66% | 0.01 | $21.20–25.88 · VW $24.14i | $471,000 | SEC |
| 2015 Q2 | 41,936 | 0.02 | Reduce 82.92% | 0.10 | $24.47–25.55 · VW $25.01i | $1,038,000 | SEC |
| 2015 Q1 | 245,544 | 0.12 | Reduce 31.48% | 0.06 | $23.11–25.38 · VW $24.28i | $6,072,000 | SEC |
| 2014 Q4 | 358,376 | 0.18 | Add 469.14% | 0.15 | $21.10–24.35 · VW $23.42i | $8,566,000 | SEC |
| 2014 Q3 | 62,968 | 0.03 | Add 16.12% | <0.01 | $22.07–23.50 · VW $22.84i | $1,442,000 | SEC |
| 2014 Q2 | 54,228 | 0.03 | Add 132.90% | 0.02 | $20.81–22.78 · VW $21.94i | $1,233,000 | SEC |
| 2014 Q1 | 23,284 | 0.01 | Reduce 94.59% | 0.19 | $20.29–22.22 · VW $21.42i | $504,000 | SEC |
| 2013 Q4 | 430,096 | 0.20 | Buy | 0.20 | $19.01–21.50 · VW $20.58i | $9,242,000 | SEC |
| 2013 Q3 | 0 | 0.00 | Sell 100.00% | 0.13 | $18.17–20.03 · VW $19.14i | SEC | |
| 2013 Q2 | 281,468 | 0.13 | Buy | 0.13 | $17.46–19.22 · VW $18.25i | $5,118,000 | SEC |
Price snapshot:
Current price$121.59
Avg. buy price$111.41
+/- since buy9.13%
52-week low$102.14
52-week high$129.03