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 1000 Growth ETF (IWF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,627,452 1.20 Reduce 47.58% 0.75 $106.60 $173,486,508 SEC
2025   Q4 3,104,344 1.57 Add 240.61% 1.11 $118.32 $367,321,352 SEC
2025   Q3 911,404 0.35 Add 0.99% <0.01 $117.10 $106,727,454 SEC
2025   Q2 902,436 0.29 Reduce 41.48% 0.18 $106.14 $95,788,998 SEC
2025   Q1 1,542,088 0.44 Reduce 23.45% 0.13 $90.27 $139,208,065 SEC
2024   Q4 2,014,476 0.55 Add 210.48% 0.37 $100.40 $202,243,438 SEC
2024   Q3 648,824 0.16 Reduce 45.53% 0.12 $93.85 $60,889,073 SEC
2024   Q2 1,191,212 0.27 Add 292.95% 0.20 $91.13 $108,552,096 SEC
2024   Q1 303,144 0.06 Reduce 81.76% 0.13 $84.26 $25,543,796 SEC
2023   Q4 1,661,580 0.16 Add 38.70% 0.04 $40.84 $67,858,652 SEC
2023   Q3 1,197,976 0.21 Add 133.80% 0.12 $66.50 $79,662,406 SEC
2023   Q2 512,396 0.09 Reduce 6.44% <0.01 $68.80 $35,250,411 SEC
2023   Q1 547,648 0.09 Reduce 94.60% 1.50 $61.08 $33,451,929 SEC
2022   Q4 10,150,048 1.59 Add 329.78% 1.22 $53.56 $543,636,571 SEC
2022   Q3 2,361,700 0.35 Reduce 49.27% 0.33 $52.60 $124,225,000 SEC
2022   Q2 4,655,616 0.67 Add 4.61% 0.03 $54.68 $254,546,000 SEC
2022   Q1 4,450,452 0.60 Add 364.71% 0.47 $69.41 $308,895,000 SEC
2021   Q4 957,692 0.12 Add 264.18% 0.09 $76.40 $73,165,000 SEC
2021   Q3 262,972 0.03 Reduce 65.76% 0.07 $68.51 $18,016,000 SEC
2021   Q2 768,068 0.10 Add 8.54% <0.01 $67.87 $52,129,000 SEC
2021   Q1 707,668 0.10 Add 179.51% 0.06 $60.76 $42,998,000 SEC
2020   Q4 253,180 0.04 Add 156.00% 0.02 $60.29 $15,263,000 SEC
2020   Q3 98,900 0.01 Reduce 63.61% 0.03 $54.23 $5,363,000 SEC
2020   Q2 271,752 0.04 Reduce 83.53% 0.23 $47.99 $13,041,000 SEC
2020   Q1 1,649,864 0.27 Add 990.23% 0.25 $37.66 $62,138,000 SEC
2019   Q4 151,332 0.03 Reduce 16.94% <0.01 $43.98 $6,656,000 SEC
2019   Q3 182,196 0.03 Reduce 11.44% <0.01 $39.91 $7,271,000 SEC
2019   Q2 205,728 0.04 Add 76.92% 0.02 $39.33 $8,092,000 SEC
2019   Q1 116,284 0.02 Reduce 86.38% 0.16 $37.84 $4,400,000 SEC
2018   Q4 853,816 0.18 Add 644.91% 0.16 $32.73 $27,943,000 SEC
2018   Q3 114,620 0.03 Add 17.26% <0.01 $39.00 $4,470,000 SEC
2018   Q2 97,752 0.02 Reduce 42.86% 0.02 $35.95 $3,514,000 SEC
2018   Q1 171,080 0.04 Reduce 57.29% 0.06 $34.03 $5,821,000 SEC
2017   Q4 400,580 0.10 Add 236.45% 0.07 $33.67 $13,488,000 SEC
2017   Q3 119,060 0.03 Reduce 87.40% 0.22 $31.26 $3,722,000 SEC
2017   Q2 945,192 0.25 Add 82.92% 0.11 $29.75 $28,124,000 SEC
2017   Q1 516,712 0.14 Reduce 50.11% 0.15 $28.45 $14,701,000 SEC
2016   Q4 1,035,672 0.30 Add 116.28% 0.16 $26.22 $27,160,000 SEC
2016   Q3 478,864 0.15 Add 0.86% <0.01 $26.04 $12,471,000 SEC
2016   Q2 474,792 0.15 Add 1,631.05% 0.14 $25.09 $11,913,000 SEC
2016   Q1 27,428 0.01 Reduce 88.13% 0.08 $24.94 $684,000 SEC
2015   Q4 231,144 0.09 Add 1,040.21% 0.08 $24.87 $5,749,000 SEC
2015   Q3 20,272 0.01 Reduce 51.66% 0.01 $23.23 $471,000 SEC
2015   Q2 41,936 0.02 Reduce 82.92% 0.10 $24.75 $1,038,000 SEC
2015   Q1 245,544 0.12 Reduce 31.48% 0.06 $24.73 $6,072,000 SEC
2014   Q4 358,376 0.18 Add 469.14% 0.15 $23.90 $8,566,000 SEC
2014   Q3 62,968 0.03 Add 16.12% <0.01 $22.90 $1,442,000 SEC
2014   Q2 54,228 0.03 Add 132.90% 0.02 $22.74 $1,233,000 SEC
2014   Q1 23,284 0.01 Reduce 94.59% 0.19 $21.65 $504,000 SEC
2013   Q4 430,096 0.20 Buy 0.20 $21.49 $9,242,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.13 SEC
2013   Q2 281,468 0.13 Buy 0.13 $18.18 $5,118,000 SEC