iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionAdvisorNet Financial, Inc
Latest Disclosed Ownership12,903 shares
Latest Disclosed Value $ 1,459,418
AdvisorNet Financial, Inc reports 1.22% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 17, 2026 - AdvisorNet Financial, Inc filed a 13F-HR form disclosing ownership of 12,903 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $1,459,418 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 13,063 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -1.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 12,903 -160 -1.22 1,459 -9.38 0.0755
2026-01-20 2025-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 13,063 -20 -0.15 1,610 1.96 0.0857
2025-10-09 2025-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 13,083 -1,013 -7.19 1,579 1.81 0.0894
2025-07-14 2025-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 14,096 -325 -2.25 1,552 15.92 0.1000
2025-04-07 2025-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 14,421 1,192 9.01 1,339 -0.37 0.0994
2025-01-13 2024-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 13,229 -61,832 -82.38 1,343 -81.31 0.1124
2024-10-15 2024-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 75,061 -5,571 -6.91 7,187 -3.67 0.5369
2024-07-16 2024-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 80,632 42,657 112.33 7,462 132.72 0.6774
2024-04-12 2024-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 37,975 -26,420 -41.03 3,207 -33.71 0.3083
2024-01-19 2023-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 64,395 -34,497 -34.88 4,836 -28.52 0.4459
2023-10-12 2023-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 98,892 -6,697 -6.34 6,766 -9.07 0.6142
2023-07-14 2023-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 105,589 633 0.60 7,442 10.98 0.6366
2023-04-28 2023-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 104,956 1,449 1.40 6,706 10.73 0.6133
2023-01-13 2022-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 103,507 5,435 5.54 6,055 6.73 0.5958
2022-10-04 2022-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 98,072 2,246 2.34 5,673 -1.90 0.5664
2022-07-07 2022-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 95,826 -284 -0.30 5,783 -21.22 0.5680
2022-04-14 2022-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 96,110 7,633 8.63 7,341 -0.84 0.4620
2022-01-19 2021-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 88,477 525 0.60 7,403 13.87 0.4560
2021-10-15 2021-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 87,952 -2,987 -3.28 6,501 -1.71 0.4524
2021-07-06 2021-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 90,939 1,825 2.05 6,614 14.00 0.4384
2021-04-14 2021-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 89,114 1,339 1.53 5,802 3.57 0.4130
2021-02-04 2020-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 87,775 57,170 186.80 5,602 -20.79 0.4521
2020-11-06 2020-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 30,605 584 1.95 7,072 13.53 0.6063
2020-08-26 2020-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 30,021 -7,186 -19.31 6,229 1.43 0.5019
2020-05-14 2020-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 37,207 3,920 11.78 6,141 -4.73 0.5666
2020-02-12 2019-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 33,287 2,621 8.55 6,446 16.75 0.5469
2019-10-23 2019-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 30,666 3,371 12.35 5,521 12.86 0.5075
2019-07-15 2019-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 27,295 6,179 29.26 4,892 34.40 0.5412
2019-05-14 2019-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 21,116 5,002 31.04 3,640 49.92 0.4448
2019-02-08 2018-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 16,114 5,273 48.64 2,428 26.39 0.3355
2018-11-14 2018-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 10,841 10,438 2,590.07 1,921 2,810.61 0.2415
2018-07-26 2018-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 403 0 0.00 66 6.45 0.0089
2018-05-08 2018-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 403 -274 -40.47 62 -39.81 0.0086
2018-02-27 2017-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 677 677 103 0.0157
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.