IWF
Ishares Russell 1000 Growth
4 super-investors hold IWF worth a combined $186M. The largest position: Polen Capital Management at 1.2% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 25 — ranked #546 of 724 scored stocks.
Why super-investors own IWF
Polen Capital Management dominates this position, accounting for $173M of the cohort's $186M combined stake — roughly 93% of total exposure — at a 1.2% portfolio weight that represents the highest concentration among the four holders. The remaining positions are modest: David Katz holds $11M at 1.0%, while Torray Funds and David Rolfe hold negligible amounts. Activity this quarter was minimal, with only Rolfe trimming his sub-$250K position. The ownership history is erratic — fluctuating between zero and one or two holders over eight quarters — suggesting no coordinated thesis. At these concentration levels and with so few holders, this is effectively a Polen Capital position, and broader cohort interest in IWF as a deliberate allocation remains limited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Polen Capital Management | 1.2% | 40q | $173M | 406,863 |
| 2 | David Katz | 1.0% | 21q | $11M | 26,756 |
| 3 | Torray Funds | 0.1% | 30q | $591K | 1,386 |
| 4 | David Rolfe | <0.1% | 5q | $223K | 524 |
Owners of IWF also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Rolfe | TRIM | <0.1% | -96% | $223K | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 464287614. Not investment advice.