Holdings

Polaris Investment Advisors, LLC

As of Sep 30, 2026, Polaris Investment Advisors, LLC reported 72 positions worth US$156M. Largest: iShares Core S&P 500 ETF, iShares Core Total USD Bond Market ETF and iShares S&P 500 Growth ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
iShares Core S&P 500 ETF33,954US$26MnewSep 30, 2026
iShares Core Total USD Bond Market ETF269KUS$11.9MnewSep 30, 2026
iShares S&P 500 Growth ETF74,677US$10.6MnewSep 30, 2026
iShares U.S. Equity Factor Rotation Active ETF140KUS$9.7MnewSep 30, 2026
Alphabet Inc (google) Class C25,802US$8.85M+85Sep 30, 2026
iShares S&P 500 Value ETF37,829US$8.64MnewSep 30, 2026
iShares Core MSCI Emerging Markets ETF70,716US$5.74MnewSep 30, 2026
iShares MSCI EAFE Growth ETF38,908US$4.66MnewSep 30, 2026
iShares MSCI EAFE Value ETF56,887US$4.5MnewSep 30, 2026
iShares A.I. Innovation and Tech Active ETF91,628US$4.32MnewSep 30, 2026