iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionBlue Edge Capital, LLC
Latest Disclosed Ownership295,201 shares
Latest Disclosed Value $ 33,390,185
Blue Edge Capital, LLC reports 3.36% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On June 2, 2026 - Blue Edge Capital, LLC filed a 13F-HR form disclosing ownership of 295,201 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $33,390,185 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 285,618 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 3.36% 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)
2026-06-02 2026-03-31 13F Ishares S&P 500 Growth COM 464287309 295,201 9,583 3.36 33,390 -5.16 4.4347
2026-02-12 2025-12-31 13F Ishares S&P 500 Growth COM 464287309 285,618 15,820 5.86 35,205 8.09 4.7101
2025-11-12 2025-09-30 13F Ishares S&P 500 Growth COM 464287309 269,798 6,723 2.56 32,570 12.45 4.6269
2025-08-15 2025-06-30 13F Ishares S&P 500 Growth COM 464287309 263,075 -357 -0.14 28,965 18.44 4.3069
2025-05-13 2025-03-31 13F Ishares S&P 500 Growth COM 464287309 263,432 13,472 5.39 24,454 -3.64 3.9270
2025-02-13 2024-12-31 13F Ishares S&P 500 Growth COM 464287309 249,960 -29,375 -10.52 25,378 -5.11 3.9918
2024-11-14 2024-09-30 13F Ishares S&P 500 Growth COM 464287309 279,335 11,151 4.16 26,746 7.77 4.1665
2024-08-07 2024-06-30 13F iShares S&P Midcap 400 Value COM 464287309 268,184 -5,829 -2.13 24,818 7.26 4.1071
2024-05-15 2024-03-31 13F Ishares S&P 500 Growth COM 464287309 274,013 18,216 7.12 23,138 20.44 3.8699
2024-02-15 2023-12-31 13F Ishares S&P 500 Growth COM 464287309 255,797 7,309 2.94 19,210 12.99 3.6203
2023-11-14 2023-09-30 13F Ishares S&P 500 Growth COM 464287309 248,488 -6,670 -2.61 17,002 -5.46 3.5633
2023-08-21 2023-06-30 13F Ishares S&P 500 Growth COM 464287309 255,158 -3,415 -1.32 17,984 8.86 3.6226
2023-05-16 2023-03-31 13F Ishares S&P 500 Growth COM 464287309 258,573 16,533 6.83 16,520 16.67 3.5717
2023-02-13 2022-12-31 13F Ishares S&P 500 Growth COM 464287309 242,040 19,170 8.60 14,159 9.82 3.2268
2022-11-15 2022-09-30 13F Ishares S&P 500 Growth COM 464287309 222,870 3,985 1.82 12,893 -2.39 3.1926
2022-08-10 2022-06-30 13F Ishares S&P 500 Growth COM 464287309 218,885 12,915 6.27 13,210 -16.03 3.0696
2022-05-16 2022-03-31 13F Ishares S&P 500 Growth COM 464287309 205,970 -482 -0.23 15,732 -8.93 3.1522
2022-02-14 2021-12-31 13F Ishares S&P 500 Growth COM 464287309 206,452 5,885 2.93 17,274 16.53 3.3342
2021-11-15 2021-09-30 13F Ishares S&P 500 Growth COM 464287309 200,567 6,845 3.53 14,824 5.21 3.0930
2021-08-13 2021-06-30 13F Ishares S&P 500 Growth COM 464287309 193,722 3,661 1.93 14,089 13.86 2.9228
2021-05-12 2021-03-31 13F Ishares S&P 500 Growth COM 464287309 190,061 19,805 11.63 12,375 13.89 2.7528
2021-02-09 2020-12-31 13F Ishares S&P 500 Growth COM 464287309 170,256 128,569 308.42 10,866 12.79 2.6244
2020-11-04 2020-09-30 13F Ishares S&P 500 Growth COM 464287309 41,687 -2,052 -4.69 9,633 6.15 2.6227
2020-08-10 2020-06-30 13F Ishares S&P 500 Growth COM 464287309 43,739 20,219 85.97 9,075 133.83 2.7202
2020-05-12 2020-03-31 13F Ishares S&P 500 Growth COM 464287309 23,520 6,503 38.21 3,882 17.78 1.4050
2020-02-12 2019-12-31 13F Ishares S&P 500 Growth COM 464287309 17,017 684 4.19 3,295 12.07 1.0415
2019-11-13 2019-09-30 13F Ishares S&P 500 Growth COM 464287309 16,333 267 1.66 2,940 2.12 1.0074
2019-08-13 2019-06-30 13F Ishares S&P 500 Growth COM 464287309 16,066 2,022 14.40 2,880 18.97 1.0088
2019-05-14 2019-03-31 13F Ishares S&P 500 Growth COM 464287309 14,044 4,811 52.11 2,421 73.98 0.9187
2019-02-14 2018-12-31 13F Ishares S&P 500 Growth COM 464287309 9,233 4,482 94.34 1,391 65.40 0.5993
2018-11-15 2018-09-30 13F Ishares S&P 500 Growth COM 464287309 4,751 2,745 136.84 842 157.98 0.3128
2018-08-14 2018-06-30 13F Ishares S&P 500 Growth COM 464287309 2,006 -106 -5.02 326 -0.31 0.1305
2018-05-14 2018-03-31 13F Ishares S&P 500 Growth COM 464287309 2,112 0 0.00 328 1.55 0.1319
2018-02-15 2017-12-31 13F Ishares S&P 500 Growth COM 464287309 2,112 0 0.00 323 6.62 0.1289
2017-11-15 2017-09-30 13F Ishares S&P 500 Growth COM 464287309 2,112 0 0.00 303 4.50 0.1382
2017-08-14 2017-06-30 13F Ishares S&P 500 Growth COM 464287309 2,112 0 0.00 289 4.33 0.1363
2017-05-16 2017-03-31 13F Ishares S&P 500 Growth COM 464287309 2,112 2,112 278 0.1390
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.