iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionAmerican Financial Advisors, LLC
Latest Disclosed Ownership8,123 shares
Latest Disclosed Value $ 918,775
American Financial Advisors, LLC reports 1.68% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 13, 2026 - American Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 8,123 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $918,775 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,262 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -1.68% 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.

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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)
2026-05-13 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,123 -139 -1.68 919 -9.82 0.1226
2026-02-03 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,262 -191 -2.26 1,018 -0.20 0.1315
2025-10-27 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,453 -375 -4.25 1,020 4.94 0.1315
2025-07-10 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,828 76 0.87 972 19.70 0.1357
2025-05-01 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,752 -60 -0.68 812 -9.17 0.1179
2025-01-30 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,812 5 0.06 895 6.05 0.1261
2024-10-25 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,807 -497 -5.34 843 -2.09 0.1151
2024-07-24 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,304 3 0.03 861 9.68 0.1225
2024-04-22 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,301 -138 -1.46 785 10.88 0.1106
2024-01-31 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,439 9 0.10 709 9.77 0.1049
2023-11-14 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,430 -78 -0.82 645 -3.73 0.1017
2023-07-13 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,508 8 0.08 670 10.56 0.1048
2023-04-18 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,500 -86 -0.90 607 8.21 0.0988
2023-01-26 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,586 -144 -1.48 561 -0.53 0.0951
2022-10-17 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,730 0 0.00 563 -4.09 0.0972
2022-08-01 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,730 -319 -3.17 587 -23.57 0.1559
2022-04-27 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 10,049 18 0.18 768 -8.46 0.1066
2022-02-02 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 10,031 -404 -3.87 839 8.82 0.1067
2021-11-05 2021-09-30 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 10,435 -200 -1.88 771 -0.26 0.1029
2021-08-05 2021-06-30 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 10,635 -2,124 -16.65 773 -6.98 0.1064
2021-05-13 2021-03-31 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 12,759 -147 -1.14 831 0.85 0.1234
2021-02-16 2020-12-31 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 12,906 9,653 296.74 824 9.57 0.1176
2020-11-09 2020-09-30 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 3,253 180 5.86 752 13.60 0.1222
2020-07-30 2020-06-30 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 3,073 31 1.02 662 17.58 0.1060
2020-05-01 2020-03-31 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 3,042 -120 -3.80 563 -0.71 0.1009
2020-02-14 2019-12-31 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 3,162 -439 -12.19 567 -12.50 0.0994
2019-10-31 2019-09-30 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 3,601 -199 -5.24 648 -4.85 0.1225
2019-08-06 2019-06-30 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 3,800 -22 -0.58 681 3.50 0.1329
2019-04-23 2019-03-31 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 3,822 -2,756 -41.90 658 -33.60 0.1342
2019-02-15 2018-12-31 13F iShares S&P 500 Grw S&P 500 GRWT ETF 464287309 6,578 6,578 991 0.2172
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.