Dan Polen - Polen Capital Management
Holding/activity history for Ishares Core S&P 500 ETF (IVV)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | 0.04 | SEC | ||
| 2025 Q4 | 13,669 | 0.04 | Buy | 0.04 | $684.94 | $9,362,445 | SEC |
| 2025 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2025 Q2 | 355 | <0.01 | Buy | <0.01 | $620.90 | $220,420 | SEC |
| 2024 Q4 | 0 | 0.00 | Sell 100.00% | 0.02 | SEC | ||
| 2024 Q3 | 10,746 | 0.02 | Buy | 0.02 | $576.82 | $6,198,508 | SEC |