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IOO position history

The shares of iShares Trust (IOO) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.

Equity, GLOBAL 100 ETF

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q4: 6,708 shares, $676K, <0.01% of portfolio, New
  2. 2025 Q1: 2,474 shares, $306K, <0.01% of portfolio, Reduce −63.1%
  3. 2025 Q2: not held, Exit
  4. 2025 Q3: not held
  5. 2025 Q4: 2,743 shares, $347K, <0.01% of portfolio, New
  6. 2026 Q1: not held, Exit
  7. 2026 Q2: 2,616 shares, $357K, <0.01% of portfolio, New
Holdings date Value % of holdings Shares Filing date All 13F holders