Back to POLEN CAPITAL MANAGEMENT LLC POLEN CAPITAL MANAGEMENT LLC

IWFIWF
31 quarters

Position history for POLEN CAPITAL MANAGEMENT LLCPOLEN CAPITAL MANAGEMENT LLC's holdings in ISHARES TR RUSSELL 1000 GROWTH INDEX FUND

POLEN CAPITAL MANAGEMENT LLC holds 613,639 shares of IWF (ISHARES TR RUSSELL 1000 GROWTH INDEX FUND), worth $76.2M as of 2026-Q2. The position was increased (+50.8% shares). IWF represents 0.7% of POLEN CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$76.2M

Current Shares

613,639

Total Value Change

+$48.3M

Total Shares Change

+400,185

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
613,639
+50.8%
$76.2M0.7%$124.17
58
2026-Q1
Decreased
406,863
-47.6%
$173.5M1.2%$106.51
0
2025-Q4
Increased
776,086
+240.6%
$367.3M1.6%$118.12
79
2025-Q3
Increased
227,851
+1.0%
$106.7M0.3%$116.78
36
2025-Q2
Decreased
225,609
-41.5%
$95.8M0.3%$105.75
0
2025-Q1
Decreased
385,522
-23.4%
$139.2M0.4%$89.85
0
2024-Q4
Increased
503,619
+210.5%
$202.2M0.5%$99.82
70
2024-Q3
Decreased
162,206
-45.5%
$60.9M0.2%$93.21
0
2024-Q2
Increased
297,803
+292.9%
$108.6M0.3%$90.38
58
2024-Q1
Decreased
75,786
-81.8%
$25.5M0.1%$83.47
0
2023-Q4
Increased
415,395
+38.7%
$67.9M0.2%$74.98
47
2023-Q3
Increased
299,494
+133.8%
$79.7M0.2%$65.66
57
2023-Q2
Decreased
128,099
-6.4%
$35.3M0.1%$67.80
0
2023-Q1
Decreased
136,912
-94.6%
$33.5M0.1%$60.11
0
2022-Q4
Increased
2.5M
+329.8%
$543.6M1.6%$52.59
80
2022-Q3
Decreased
590,425
-49.3%
$124.2M0.3%$51.52
0
2022-Q2
Increased
1.2M
+4.6%
$254.5M0.7%$53.40
45
2022-Q1
Increased
1.1M
+364.7%
$308.9M0.6%$67.68
70
2021-Q4
Increased
239,423
+264.2%
$73.2M0.1%$74.39
57
2021-Q3
Decreased
65,743
-65.8%
$18M0.0%$66.62
0
2021-Q2
Increased
192,017
+8.5%
$52.1M0.1%$65.89
32
2021-Q1
Increased
176,917
+179.5%
$43M0.1%$58.92
47
2020-Q4
Increased
63,295
+156.0%
$15.3M0.0%$58.37
45
2020-Q3
Decreased
24,725
-63.6%
$5.4M0.0%$52.42
0
2020-Q2
Decreased
67,938
-83.5%
$13M0.0%$46.30
0
2020-Q1
Increased
412,466
+990.2%
$62.1M0.3%$36.26
57
2019-Q4
Decreased
37,833
-16.9%
$6.7M0.0%$42.22
0
2019-Q3
Decreased
45,549
-11.4%
$7.3M0.0%$38.21
0
2019-Q2
Increased
51,432
+76.9%
$8.1M0.0%$37.56
42
2019-Q1
Decreased
29,071
-86.4%
$4.4M0.0%$36.03
0
2018-Q4
New
213,454
-
$27.9M0.2%$31.08
48

Other major holders of IWF: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used