iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionEssex Financial Services, Inc.
Latest Disclosed Ownership26,061 shares
Latest Disclosed Value $ 2,947,727
Essex Financial Services, Inc. reports 2.07% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 24, 2026 - Essex Financial Services, Inc. filed a 13F-HR form disclosing ownership of 26,061 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $2,947,727 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 26,612 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -2.07% 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)
2026-04-24 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 26,061 -551 -2.07 2,948 -10.15 0.1654
2026-02-10 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 26,612 -1,775 -6.25 3,280 -4.26 0.1866
2025-11-07 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 28,387 -745 -2.56 3,427 6.83 0.2050
2025-07-16 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 29,132 1,464 5.29 3,207 24.88 0.2104
2025-04-25 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 27,668 -2,385 -7.94 2,568 -15.83 0.1850
2025-01-29 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 30,053 3,670 13.91 3,051 18.03 0.2156
2024-10-24 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 26,383 -4,842 -15.51 2,586 -5.28 0.1859
2024-08-09 2024-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 31,225 4,048 14.89 2,729 18.96 0.2026
2024-07-31 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 31,215 4,038 2,889 0.2148
2024-04-24 2024-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 27,177 1,597 6.24 2,295 19.42 0.2116
2024-02-06 2023-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 25,580 -2,893 -10.16 1,921 -1.39 0.1986
2023-11-15 2023-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 28,473 340 1.21 1,948 -1.72 0.2255
2023-08-09 2023-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 28,133 -986 -3.39 1,983 6.56 0.2255
2023-05-11 2023-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 29,119 -11,476 -28.27 1,860 92,900.00 0.1959
2023-02-10 2022-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 40,595 704 1.76 2 -99.91 0.2516
2022-11-07 2022-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 39,891 1,120 2.89 2,308 -1.37 0.2751
2022-08-01 2022-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 38,771 -1,375 -3.42 2,340 -23.68 0.2605
2022-04-21 2022-03-31 13F/A-1 ISHARES S&P 500 GROWTH ETF ETF 464287309 40,146 485 1.22 3,066 -7.59 0.2942
2022-04-21 2022-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 39,661 0 3,318 0.3280
2022-02-11 2021-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 39,661 -223 -0.56 3,318 12.55 0.3280
2021-11-10 2021-09-30 13F ISHARES S&P 500 GROWTH ETF 464287309 39,884 5,231 15.10 2,948 30.67 0.3370
2021-07-30 2021-06-30 13F ISHARES S&P 500 GROWTH ETF 464287309 34,653 0 0.00 2,256 0.00 0.3268
2021-05-11 2021-03-31 13F ISHARES S&P 500 GROWTH ETF 464287309 34,653 140 0.41 2,256 2.41 0.4046
2021-02-05 2020-12-31 13F ISHARES S&P 500 GROWTH ETF 464287309 34,513 28,950 520.40 2,203 71.44 0.4360
2020-11-10 2020-09-30 13F ISHARES S&P 500 GROWTH ETF 464287309 5,563 3,528 173.37 1,285 204.50 0.3156
2020-08-06 2020-06-30 13F ISHARES S&P 500 GROWTH ETF 464287309 2,035 -242 -10.63 422 12.23 0.1301
2020-05-15 2020-03-31 13F ISHARES S&P 500 GROWTH ETF 464287309 2,277 242 11.89 376 -4.57 0.1340
2020-01-30 2019-12-31 13F ISHARES S&P 500 GROWTH ETF 464287309 2,035 1 0.05 394 7.65 0.1087
2019-11-04 2019-09-30 13F ISHARES S&P 500 GROWTH ETF 464287309 2,034 491 31.82 366 32.13 0.1180
2019-07-30 2019-06-30 13F ISHARES S&P 500 GROWTH ETF 464287309 1,543 0 0.00 277 4.14 0.0818
2019-05-02 2019-03-31 13F ISHARES S&P 500 GROWTH ETF 464287309 1,543 75 5.11 266 20.36 0.0804
2019-02-07 2018-12-31 13F ISHARES S&P 500 GROWTH ETF 464287309 1,468 1,468 221 0.0676
2018-08-07 2018-06-30 13F ISHARES TR S&P 500 GROWHT ETF 464287309 0 -3,613 -100.00 0 -100.00
2018-05-03 2018-03-31 13F ISHARES TR S&P 500 GROWHT ETF 464287309 3,613 3,613 560 0.1098
2017-11-03 2017-09-30 13F I SHARES TR S&P 500 GROWTH ETF 464287309 0 -3,702 -100.00 0 -100.00
2017-08-07 2017-06-30 13F I SHARES TR S&P 500 GROWTH ETF 464287309 3,702 915 32.83 507 38.15 0.1069
2017-05-08 2017-03-31 13F I SHARES TR S&P 500 GROWTH ETF 464287309 2,787 -110 -3.80 367 3.97 0.0843
2017-01-31 2016-12-31 13F I SHARES TR S&P 500 GROWTH ETF 464287309 2,897 206 7.66 353 7.95 0.0757
2016-11-10 2016-09-30 13F I SHARES TR S&P 500 GROWTH ETF 464287309 2,691 2,691 0.00 327 0.0778
2016-07-28 2016-06-30 13F ISHARES S & P 500 GRWT ETF 464287309 0 -1,774 -100.00 0 -100.00
2016-05-11 2016-03-31 13F ISHARES S & P 500 GRWT ETF 464287309 1,774 0 0.00 206 0.49 0.0510
2016-02-05 2015-12-31 13F ISHARES S & P 500 GRWT ETF 464287309 1,774 1,774 205 0.0492
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.