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 Tr (IOO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 SEC
2025   Q4 2,743 <0.01 Buy <0.01 $126.66 $347,418 SEC
2025   Q2 0 0.00 Sell 100.00% <0.01 SEC
2025   Q1 2,474 <0.01 Reduce 63.12% <0.01 $123.51 $305,553 SEC
2024   Q4 6,708 <0.01 Buy <0.01 $100.77 $675,974 SEC