iShares Russell 1000 Growth ETF (IWF)

Sector:NA
Super Investor Stats:
Ownership count:3
Ownership rank:220
% of all portfolios:0.01%
Hold Price * :$337.03
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
David Katz - Matrix Asset Advisors Add 9.48% 1,450 0.06
Polen Capital Management Reduce 81.76% 339,609 0.27
Q4  2023
Polen Capital Management Add 38.70% 115,901 0.04
David Katz - Matrix Asset Advisors Add 1.26% 191 0.01
David Rolfe - Wedgewood Partners Sell 100.00% 1,339 0.09
Q3  2023
Polen Capital Management Add 133.80% 171,395 0.12
David Katz - Matrix Asset Advisors Add 12.35% 1,661 0.06
David Rolfe - Wedgewood Partners Buy 1,339 0.09
Torray Funds Reduce 9.61% 138 0.01
Q2  2023
David Katz - Matrix Asset Advisors Add 11.62% 1,400 0.05
Polen Capital Management Reduce 6.44% 8,813 0.01
Q1  2023
David Katz - Matrix Asset Advisors Add 4.99% 573 0.02
Torray Funds Reduce 46.83% 1,265 0.05
Polen Capital Management Reduce 94.60% 2,400,600 1.58
Q4  2022
Polen Capital Management Add 329.78% 1,947,087 1.22
David Katz - Matrix Asset Advisors Add 37.97% 3,159 0.10
Torray Funds Add 34.31% 690 0.03
Q3  2022
David Katz - Matrix Asset Advisors Reduce 15.64% 1,542 0.05
Polen Capital Management Reduce 49.27% 573,479 0.34
Q2  2022
David Katz - Matrix Asset Advisors Add 66.85% 3,951 0.13
Polen Capital Management Add 4.61% 51,291 0.03
Q1  2022
Polen Capital Management Add 364.71% 873,190 0.47
David Katz - Matrix Asset Advisors Add 63.35% 2,292 0.09
Q4  2021
Polen Capital Management Add 264.18% 173,680 0.09
David Katz - Matrix Asset Advisors Add 29.08% 815 0.03
Q3  2021
David Katz - Matrix Asset Advisors Add 47.29% 900 0.04
Torray Funds Reduce 18.29% 450 0.02
Polen Capital Management Reduce 65.76% 126,274 0.06
Q2  2021
David Katz - Matrix Asset Advisors Add 53.96% 667 0.02
Polen Capital Management Add 8.54% 15,100 0.01
Q1  2021
Polen Capital Management Add 179.51% 113,622 0.06
David Katz - Matrix Asset Advisors Buy 1,236 0.04
Q4  2020
Polen Capital Management Add 156.00% 38,570 0.02
Q3  2020
Polen Capital Management Reduce 63.61% 43,213 0.02
Q2  2020
Torray Funds Reduce 1.01% 25 0.00
Polen Capital Management Reduce 83.53% 344,528 0.20
Q1  2020
Polen Capital Management Add 990.23% 374,633 0.25
Torray Funds Reduce 7.99% 216 0.01
Q4  2019
Torray Funds Add 6.21% 158 0.00
Polen Capital Management Reduce 16.94% 7,716 0.01
Q3  2019
Polen Capital Management Reduce 11.44% 5,883 0.00
Q2  2019
Polen Capital Management Add 76.92% 22,361 0.02
Torray Funds Add 6.00% 144 0.00
Q1  2019
Torray Funds Reduce 86.57% 15,464 0.26
Q4  2018
Torray Funds Buy 17,864 0.28

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.