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iShares S&P 500 Index shares owned by Polen Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Polen Capital Management from 13F filings

Historical chart of Polen Capital Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Polen Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Polen Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.4M 14k 684.94
2025-06-30 $220k 355 620.90
2024-09-30 $6.2M 11k 576.82