iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionArcher Investment Corp
Latest Disclosed Ownership410 shares
Latest Disclosed Value $ 46,372
Archer Investment Corp ownership in IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 4, 2026 - Archer Investment Corp filed a 13F-HR form disclosing ownership of 410 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $46,372 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 410 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 0.00% 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)
2026-05-04 2026-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 410 0 0.00 46 -8.00 0.0099
2026-01-30 2025-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 410 -272 -39.88 51 -39.02 0.0114
2025-11-03 2025-09-30 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 682 1 0.15 82 9.33 0.0186
2025-08-12 2025-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 681 0 0.00 75 19.05 0.0179
2025-05-05 2025-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 681 -45 -6.20 63 -13.70 0.0164
2025-01-28 2024-12-31 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 726 46 6.76 74 12.31 0.0197
2024-11-06 2024-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 680 1 0.15 65 4.84 0.0175
2024-08-02 2024-06-30 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 679 -336 -33.10 63 -27.06 0.0183
2024-05-09 2024-03-31 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 1,015 1 0.10 86 11.84 0.0258
2024-01-31 2023-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 1,014 -162 -13.78 76 -5.00 0.0246
2023-11-08 2023-09-30 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 1,176 422 55.97 80 50.94 0.0283
2023-08-08 2023-06-30 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 754 274 57.08 53 76.67 0.0189
2023-05-09 2023-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 480 0 0.00 31 7.14 0.0113
2023-02-13 2022-12-31 13F/A-1 ISHARES S&P 500 GROWTH ETF ETF 464287309 480 0 0.00 28 3.70 0.0109
2023-02-03 2022-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 480 0 28 0.0109
2022-11-09 2022-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 480 0 0.00 28 -3.57 0.0117
2022-08-05 2022-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 480 0 0.00 29 -22.22 0.0117
2022-05-12 2022-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 480 -12 -2.44 37 -12.20 0.0130
2022-02-09 2021-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 492 -128 -20.65 41 -8.89 0.0140
2021-10-29 2021-09-30 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 620 0 0.00 46 0.00 0.0171
2021-08-05 2021-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 620 0 0.00 45 12.50 0.0178
2021-05-14 2021-03-31 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 620 0 0.00 40 2.56 0.0166
2021-02-11 2020-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 620 465 300.00 40 11.43 0.0188
2020-11-13 2020-09-30 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 155 0 0.00 36 9.38 0.0186
2020-08-13 2020-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 155 -2,349 -93.81 32 -92.25 0.0181
2020-05-07 2020-03-31 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 2,504 0 0.00 413 -15.37 0.2774
2020-02-20 2019-12-31 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 2,504 0 0.00 488 8.20 0.2577
2020-04-01 2019-09-30 13F ISHARES S&P 500 ETF GROWTH COM 464287309 2,504 0 0.00 451 0.45 0.2728
2020-05-19 2019-06-30 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 2,504 0 0.00 449 3.94 0.2860
2020-04-09 2019-03-31 13F ISHARES S&P 500 ETF GROWTH ETF 464287309 2,504 2,323 1,283.43 432 1,500.00 0.2918
2020-04-06 2018-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 181 181 27 0.0236
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.