iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership23,755 shares
Latest Disclosed Value $ 2,686,949
Creative Financial Designs Inc /adv reports 2.99% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 23,755 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $2,686,949 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 23,065 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 2.99% 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)
2026-04-13 2026-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 23,755 690 2.99 2,687 -5.49 0.1633
2026-02-06 2025-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 23,065 -48 -0.21 2,843 1.86 0.1791
2025-11-12 2025-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 23,113 -2,952 -11.33 2,790 -2.75 0.1874
2025-08-04 2025-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 26,065 -3,049 -10.47 2,870 6.18 0.2066
2025-04-23 2025-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 29,114 -1,479 -4.83 2,703 -13.01 0.2158
2025-02-10 2024-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 30,593 -1,114 -3.51 3,106 2.34 0.2524
2024-10-28 2024-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 31,707 8,235 35.08 3,036 39.73 0.2559
2024-08-06 2024-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 23,472 14,588 164.21 2,172 189.60 0.1934
2024-05-01 2024-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 8,884 -4,505 -33.65 750 -25.37 0.0710
2024-01-10 2023-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 13,389 1,931 16.85 1,006 28.35 0.1021
2023-11-14 2023-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 11,458 2,745 31.50 784 27.52 0.0914
2023-07-26 2023-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 8,713 223 2.63 614 13.28 0.0723
2023-04-25 2023-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 8,490 945 12.52 542 22.90 0.0710
2023-02-01 2022-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 7,545 -881 -10.46 441 -9.45 0.0652
2022-11-01 2022-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 8,426 12 0.14 487 -4.13 0.0795
2022-08-01 2022-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 8,414 -2,751 -24.64 508 -40.45 0.0834
2022-04-15 2022-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 11,165 422 3.93 853 -5.12 0.1298
2022-01-26 2021-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 10,743 377 3.64 899 17.36 0.1355
2021-10-08 2021-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 10,366 1,224 13.39 766 15.19 0.1267
2021-07-27 2021-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 9,142 1,319 16.86 665 30.65 0.1153
2021-04-19 2021-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 7,823 -889 -10.20 509 -8.45 0.0995
2021-01-08 2020-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 8,712 6,430 281.77 556 5.50 0.1188
2020-10-06 2020-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 2,282 -646 -22.06 527 -13.32 0.1301
2020-07-23 2020-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 2,928 783 36.50 608 71.75 0.1842
2020-04-22 2020-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 2,145 -2,243 -51.12 354 -58.89 0.1821
2020-01-17 2019-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 4,388 -28,383 -86.61 861 -84.98 0.3849
2019-10-23 2019-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 32,771 1,667 5.36 5,731 1.25 3.0852
2019-08-07 2019-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 31,104 -154 -0.49 5,660 5.05 3.0708
2019-04-23 2019-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 31,258 5,873 23.14 5,388 40.86 3.2275
2019-01-24 2018-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 25,385 2,450 10.68 3,825 -5.86 2.7749
2018-11-02 2018-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 22,935 -17 -0.07 4,063 8.87 2.3358
2018-07-13 2018-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 22,952 -225 -0.97 3,732 3.84 2.1918
2018-05-02 2018-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 23,177 500 2.20 3,594 3.75 2.3014
2018-05-02 2017-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 22,677 1,191 5.54 3,464 12.43 2.3516
2018-05-02 2017-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 21,486 2,123 10.96 3,081 16.35 1.7685
2018-05-02 2017-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 19,363 -110 -0.56 2,648 3.52 1.6943
2018-05-02 2017-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 19,473 2,476 14.57 2,558 23.52 1.8382
2018-03-14 2016-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 16,997 16,997 2,071 1.6896
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.