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 Russell 2000 Growth ETF (IWO)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q2	0	0.00	Sell 100.00%	<0.01	$219.19–287.54 · VW $259.65i		SEC
2025 Q1	1,528	<0.01	Buy	<0.01	$249.35–303.28 · VW $275.80i	$390,530	SEC

Price snapshot:

Current price$378.97

52-week low$278.99

52-week high$396.69