Polen Capital Management LLC – IOO history
- Issuer:
- ISHARES TR
- Quarters tracked:
- 6 (Q4 2024 → Q2 2026)
- Current shares:
- 2,616
- Current value:
- $357K
- Peak shares:
- 6,708 (Q4 2024)
- Overall change:
- -61%
| Quarter | Shares | Value | $/Share | Share Δ | Δ% |
|---|---|---|---|---|---|
| Q2 2026 | 2,616 | $357K | $136.47 | +2,616 | +100% |
| Q1 2026 | SOLD | — | — | -2,743 | -100% |
| Q4 2025 | 2,743 | $347K | $126.50 | +2,743 | +100% |
| Q2 2025 | SOLD | — | — | -2,474 | -100% |
| Q1 2025 | 2,474 | $306K | $123.69 | -4,234 | -63% |
| Q4 2024 | 6,708 | $676K | $100.78 | — | NEW |