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Q2 2026 7/58 funds filed
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Polen Capital Management — Unmapped CUSIP

How Polen Capital Management's position in Ishares TR changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing. CUSIP 464287572 needs mapping

Quarters held
2
First reported
Q4 2025
Latest value
$357,330
Latest weight
0%
Peak weight
0%
Shares since first
-4.6%

Position Trend

Shares, value, and weight from first report to latest report.

Polen Capital Management first reported 2,743 shares in Q4 2025 and most recently reported 2,616 shares in Q2 2026. Portfolio weight peaked at 0% in Q2 2026; the low reported weight was 0% in Q2 2026.

Since the first report, shares are -4.6% and reported value is +2.9%. Latest move: NEW

Quarter Shares Value % of portfolio Change
Q2 2026 2,616 $357,330 0.0% NEW
Q4 2025 2,743 $347,418 0.0% NEW