Polen Capital Ishares Russell 2000 ETF Transaction History

Polen Capital Management LLC

$37 Billion
Q4 2024

A detailed history of Polen Capital (Polen Capital Management LLC) transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Polen Capital Management LLC holds 10,007 shares of IWM stock, worth $2.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,007

Previous 13,381 25.21%

Holding current value

$2.07 Million

Previous $2.96 Million 25.18%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$216.13 - $242.4 $729,222 - $817,857	-3,374 Reduced 25.21%	10,007 $2.21 Million
Q3 2024 Nov 13, 2024	BUY	$200.87 - $224.6 $701,638 - $784,527	3,493 Added 35.33%	13,381 $2.96 Million
Q2 2024 Aug 12, 2024	BUY	$192.84 - $209.44 $934,888 - $1.02 Million	4,848 Added 96.19%	9,888 $2.01 Million
Q1 2024 May 10, 2024	BUY	$189.48 - $210.3 $618,841 - $686,839	3,266 Added 184.1%	5,040 $1.06 Million
Q4 2023 Feb 13, 2024	BUY	$162.21 - $204.82 $287,760 - $363,350	1,774 New	1,774 $356,000
Q2 2023 Aug 11, 2023	BUY	$170.4 - $187.93 $236,515 - $260,846	1,388 New	1,388 $259,000
Q4 2022 Feb 13, 2023	BUY	$166.81 - $188.05 $429,869 - $484,604	2,577 Added 19.34%	15,902 $2.77 Million
Q3 2022 Nov 04, 2022	BUY	$164.17 - $201.07 $2.19 Million - $2.68 Million	13,325 New	13,325 $2.2 Million
Q2 2022 Aug 10, 2022	SELL	$163.9 - $207.91 $199,138 - $252,610	-1,215 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$191.52 - $225.32 $232,696 - $273,763	1,215 New	1,215 $249,000

Others Institutions Holding IWM

# of Institutions

2,942

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track Polen Capital's Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Polen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polen Capital Management LLC and Polen Capital with notifications on news.

Account