Dan Polen - Polen Capital Management
Holding/activity history for iShares Russell 2000 ETF (IWM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | 0.01 | SEC | ||
| 2025 Q1 | 10,362 | 0.01 | Add 3.55% | <0.01 | $199.49 | $2,067,095 | SEC |
| 2024 Q4 | 10,007 | 0.01 | Reduce 25.21% | <0.01 | $220.96 | $2,211,143 | SEC |
| 2024 Q3 | 13,381 | 0.01 | Add 35.33% | <0.01 | $220.90 | $2,955,831 | SEC |
| 2024 Q2 | 9,888 | 0.01 | Add 96.19% | <0.01 | $202.89 | $2,006,134 | SEC |
| 2024 Q1 | 5,040 | <0.01 | Add 184.10% | <0.01 | $210.31 | $1,059,950 | SEC |
| 2023 Q4 | 1,774 | 0.01 | Buy | 0.01 | $2,915.01 | $5,171,232 | SEC |
| 2023 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2023 Q2 | 1,388 | <0.01 | Buy | <0.01 | $187.29 | $259,963 | SEC |
| 2023 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | SEC | ||
| 2022 Q4 | 15,902 | 0.01 | Add 19.34% | <0.01 | $174.36 | $2,772,673 | SEC |
| 2022 Q3 | 13,325 | 0.01 | Buy | 0.01 | $164.95 | $2,198,000 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2022 Q1 | 1,215 | <0.01 | Buy | <0.01 | $204.94 | $249,000 | SEC |