iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionAurora Private Wealth, Inc.
Latest Disclosed Ownership10,802 shares
Latest Disclosed Value $ 1,261
Aurora Private Wealth, Inc. reports 0.39% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 16, 2026 - Aurora Private Wealth, Inc. filed a 13F-HR form disclosing ownership of 10,802 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $1,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 10,844 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -0.39% 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)
2026-04-16 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 10,802 -42 -0.39 1 0.00 0.8975
2026-02-02 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 10,844 -797 -6.85 1 0.00 0.8778
2025-07-24 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,641 115 1.00 1 0.00 0.9490
2025-04-29 2025-03-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 11,526 3,992 52.99 1 0.8547
2025-04-23 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 666,366 658,832 0 0.3812
2025-01-22 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,534 -141 -1.84 1 0.5730
2024-10-18 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,675 3 0.04 1 0.5766
2024-07-17 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,672 -149 -1.91 1 0.6215
2024-04-22 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,821 -375 -4.58 1 0.5714
2024-01-30 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,196 -197 -2.35 1 0.5809
2023-10-18 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,393 362 4.51 1 0.6353
2023-07-20 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,031 -1,067 -11.73 1 0.6436
2023-04-06 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,098 3,942 76.45 1 -100.00 0.6193
2023-01-13 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,156 -2,584 -33.39 0 -100.00 0.3453
2022-10-12 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,740 92 1.20 448 -3.03 0.2072
2022-07-21 2022-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 7,648 -3,990 -34.28 462 -48.03 0.2083
2022-07-21 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,648 -3,990 462 0.2164
2022-04-14 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,638 -303 -2.54 889 -11.01 0.3660
2022-02-02 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,941 -298 -2.43 999 10.39 0.4333
2021-11-08 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 12,239 -84 -0.68 905 1.00 0.3673
2021-07-13 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 12,323 4,928 66.64 896 85.89 0.3589
2021-04-19 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,395 -433 -5.53 482 -3.60 0.1999
2021-01-15 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,828 5,596 250.72 500 -3.10 0.2116
2020-10-26 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,232 -57 -2.49 516 8.63 0.2209
2020-07-27 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,289 -3,841 -62.66 475 -53.06 0.2186
2020-05-14 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,130 3,078 100.85 1,012 71.24 0.3563
2020-02-07 2019-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 3,052 3,052 591 0.2092
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.