Dan Polen - Polen Capital Management
Holding/activity history for iShares Russell 2000 ETF (IWM)
← All IWM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | 0.01 | $171.73–217.41 · VW $200.02i | SEC | |
| 2025 Q1 | 10,362 | 0.01 | Add 3.55% | <0.01 | $195.49–230.70 · VW $213.93i | $2,067,095 | SEC |
| 2024 Q4 | 10,007 | 0.01 | Reduce 25.21% | <0.01 | $214.60–244.98 · VW $227.73i | $2,211,143 | SEC |
| 2024 Q3 | 13,381 | 0.01 | Add 35.33% | <0.01 | $196.70–228.63 · VW $216.07i | $2,955,831 | SEC |
| 2024 Q2 | 9,888 | 0.01 | Add 96.19% | <0.01 | $191.34–210.80 · VW $201.55i | $2,006,134 | SEC |
| 2024 Q1 | 5,040 | <0.01 | Add 184.10% | <0.01 | $187.53–211.88 · VW $199.84i | $1,059,950 | SEC |
| 2023 Q4 | 1,774 | 0.01 | Buy | 0.01 | $161.67–205.49 · VW $179.59i | $5,171,232 | SEC |
| 2023 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $174.29–198.75 · VW $187.70i | SEC | |
| 2023 Q2 | 1,388 | <0.01 | Buy | <0.01 | $168.78–189.24 · VW $178.10i | $259,963 | SEC |
| 2023 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | $167.46–199.26 · VW $183.44i | SEC | |
| 2022 Q4 | 15,902 | 0.01 | Add 19.34% | <0.01 | $162.50–189.56 · VW $179.24i | $2,772,673 | SEC |
| 2022 Q3 | 13,325 | 0.01 | Buy | 0.01 | $163.28–201.99 · VW $180.06i | $2,198,000 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $162.78–209.44 · VW $183.23i | SEC | |
| 2022 Q1 | 1,215 | <0.01 | Buy | <0.01 | $187.92–227.13 · VW $203.26i | $249,000 | SEC |
Price snapshot:
Current price$293.48
52-week low$210.16
52-week high$302.72