IWM
iShares Russell 2000 ETF
iShares Russell 2000 ETF historical holders
total: 7
Polen Capital Management iShares Russell 2000 ETF transactions over time
- Total transactions:
- 14
- New positions:
- 4
- Sold out:
- 4
- Added:
- 5
- Reduced:
- 1
- Held since:
- 2023 Q4
- Held for:
- 6 quarters
- Latest activity:
- 2025 Q2
Polen Capital Management has been an institutional investor in iShares Russell 2000 ETF (IWM) since 2022 Q1. According to 2026 Q1 report, Polen Capital Management doesn't hold any shares. The fund/company first acquired IWM in 2022 Q1, initially purchasing 1,215 shares. Polen Capital Management later completely sold out the position and reinvested in IWM again in 2023 Q4. Since the initial investment, Polen Capital Management has made 13 more transactions in this position.
When did Polen Capital Management exit their IWM position?
Polen Capital Management no longer holds iShares Russell 2000 ETF (IWM). They sold off their entire position in 2025 Q2, closing out an investment that began in 2022 Q1.
When did Polen Capital Management first invest in IWM?
Polen Capital Management first invested in iShares Russell 2000 ETF (IWM) in 2022 Q1 at the reported quarter-end price of $204.94 per share, acquiring 1,215 shares in their initial purchase.
What is Polen Capital Management's average cost basis for IWM?
Based on historical transaction data, Polen Capital Management's estimated cost basis for iShares Russell 2000 ETF (IWM) is approximately $559.41 per share. This represents their average reported price* across all buy transactions.
Has Polen Capital Management reinvested in IWM after selling?
Yes, Polen Capital Management has shown renewed interest in iShares Russell 2000 ETF (IWM). After completely selling their position, they reinitiated an investment in 2023 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $559.41
- Weighted AVG sell price:
- $204.76
IWM transactions history by Polen Capital Management
14 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q2
|
0.00%
|
0
|
$199.49
|
|
-100% (-10,362)
|
-0.01%
|
|
2025 Q1
|
0.01%
|
10,362
|
$199.49
|
$2,067,095
|
+3.55% (+355)
|
+0%
|
|
2024 Q4
|
0.01%
|
10,007
|
$220.96
|
$2,211,143
|
-25.21% (-3,374)
|
-0%
|
|
2024 Q3
|
0.01%
|
13,381
|
$220.90
|
$2,955,831
|
+35.33% (+3,493)
|
+0%
|
|
2024 Q2
|
0.01%
|
9,888
|
$202.89
|
$2,006,134
|
+96.19% (+4,848)
|
+0%
|
|
2024 Q1
|
0.00%
|
5,040
|
$210.31
|
$1,059,950
|
+184.10% (+3,266)
|
+0%
|
|
2023 Q4
|
0.01%
|
1,774
|
$2,915.01
|
$5,171,232
|
new
|
+0.01%
|
|
2023 Q3
|
0.00%
|
0
|
$187.29
|
|
-100% (-1,388)
|
-0%
|
|
2023 Q2
|
0.00%
|
1,388
|
$187.29
|
$259,963
|
new
|
+0%
|
|
2023 Q1
|
0.00%
|
0
|
$174.36
|
|
-100% (-15,902)
|
-0.01%
|
|
2022 Q4
|
0.01%
|
$174.36
|
+19.34% (+2,577)
|
|||
|
2022 Q3
|
0.01%
|
$164.95
|
new
|
|||
|
2022 Q2
|
0.00%
|
$204.94
|
-100% (-1,215)
|
|||
|
2022 Q1
|
0.00%
|
$204.94
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.