iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionETF Portfolio Partners, Inc.
Latest Disclosed Ownership19,760 shares
Latest Disclosed Value $ 2,235,036
ETF Portfolio Partners, Inc. reports 0.47% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 13, 2026 - ETF Portfolio Partners, Inc. filed a 13F-HR form disclosing ownership of 19,760 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $2,235,036 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 19,668 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 0.47% 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)
2026-05-13 2026-03-31 13F iShares S&P 500 Growth ETF 464287309 19,760 92 0.47 2,235 -7.80 0.5871
2026-01-20 2025-12-31 13F iShares S&P 500 Growth ETF 464287309 19,668 1,507 8.30 2,424 10.58 0.6253
2025-10-21 2025-09-30 13F iShares S&P 500 Growth ETF 464287309 18,161 -497 -2.66 2,192 6.72 0.5833
2025-07-23 2025-06-30 13F iShares S&P 500 Growth ETF 464287309 18,658 -272 -1.44 2,054 16.90 0.5693
2025-04-09 2025-03-31 13F iShares S&P 500 Growth ETF 464287309 18,930 -983 -4.94 1,757 -13.06 0.5288
2025-01-21 2024-12-31 13F iShares S&P 500 Growth ETF 464287309 19,913 3,189 19.07 2,022 26.23 0.6071
2024-10-07 2024-09-30 13F iShares S&P 500 Growth ETF 464287309 16,724 -15,480 -48.07 1,601 -46.28 0.4737
2024-07-15 2024-06-30 13F iShares S&P 500 Growth ETF 464287309 32,204 -5,453 -14.48 2,980 -6.26 0.9328
2024-05-03 2024-03-31 13F iShares S&P 500 Growth ETF 464287309 37,657 -5,556 -12.86 3,180 -2.03 1.0075
2024-01-18 2023-12-31 13F iShares S&P 500 Growth ETF 464287309 43,213 656 1.54 3,245 11.47 1.0880
2023-10-16 2023-09-30 13F iShares S&P 500 Growth ETF 464287309 42,557 -303 -0.71 2,912 -3.61 1.0743
2023-07-11 2023-06-30 13F iShares S&P 500 Growth ETF 464287309 42,860 215 0.50 3,021 10.87 1.0832
2023-04-25 2023-03-31 13F iShares S&P 500 Growth ETF 464287309 42,645 851 2.04 2,725 11.46 1.0309
2023-01-10 2022-12-31 13F iShares S&P 500 Growth ETF 464287309 41,794 3,180 8.24 2,445 9.40 1.0280
2022-10-06 2022-09-30 13F iShares S&P 500 Growth ETF 464287309 38,614 1,955 5.33 2,234 0.99 0.9872
2022-07-14 2022-06-30 13F iShares S&P 500 Growth ETF 464287309 36,659 452 1.25 2,212 -20.00 0.9539
2022-04-12 2022-03-31 13F iShares S&P 500 Growth ETF 464287309 36,207 2,457 7.28 2,765 -2.09 1.0404
2022-01-18 2021-12-31 13F iShares S&P 500 Growth ETF 464287309 33,750 429 1.29 2,824 14.66 1.0759
2021-10-07 2021-09-30 13F iShares S&P 500 Growth ETF 464287309 33,321 -1,293 -3.74 2,463 -2.15 0.9874
2021-07-15 2021-06-30 13F iShares S&P 500 Growth ETF 464287309 34,614 1,196 3.58 2,517 15.67 1.0184
2021-04-15 2021-03-31 13F iShares S&P 500 Growth ETF 464287309 33,418 1,114 3.45 2,176 5.53 0.9636
2021-01-19 2020-12-31 13F iShares S&P 500 Growth ETF 464287309 32,304 24,300 303.60 2,062 11.46 0.9480
2020-10-14 2020-09-30 13F iShares S&P 500 Growth ETF 464287309 8,004 -1,265 -13.65 1,850 -3.80 0.9667
2020-07-16 2020-06-30 13F iShares S&P 500 Growth ETF 464287309 9,269 48 0.52 1,923 26.35 1.0496
2020-04-13 2020-03-31 13F iShares S&P 500 Growth ETF 464287309 9,221 -2,591 -21.94 1,522 -33.45 0.9726
2020-01-13 2019-12-31 13F iShares S&P 500 Growth ETF 464287309 11,812 180 1.55 2,287 9.22 1.2071
2019-10-21 2019-09-30 13F iShares S&P 500 Growth ETF 464287309 11,632 -47 -0.40 2,094 0.05 1.2008
2019-07-09 2019-06-30 13F iShares S&P 500 Growth ETF 464287309 11,679 -37 -0.32 2,093 3.67 1.1144
2019-04-04 2019-03-31 13F iShares S&P 500 Growth ETF 464287309 11,716 2,211 23.26 2,019 40.99 1.2206
2019-01-14 2018-12-31 13F iShares S&P 500 Growth ETF 464287309 9,505 132 1.41 1,432 -13.79 0.9572
2018-10-04 2018-09-30 13F iShares S&P 500 Growth ETF 464287309 9,373 -251 -2.61 1,661 6.13 1.0098
2018-07-12 2018-06-30 13F iShares S&P 500 Growth ETF 464287309 9,624 81 0.85 1,565 5.74 1.0096
2018-04-06 2018-03-31 13F iShares S&P 500 Growth ETF 464287309 9,543 451 4.96 1,480 6.55 0.9786
2018-01-10 2017-12-31 13F iShares S&P 500 Growth ETF 464287309 9,092 208 2.34 1,389 9.03 0.9336
2017-10-18 2017-09-30 13F iShares S&P 500 Growth ETF 464287309 8,884 127 1.45 1,274 6.34 0.9052
2017-07-11 2017-06-30 13F iShares S&P 500 Growth ETF 464287309 8,757 -38 -0.43 1,198 3.54 0.8602
2017-04-06 2017-03-31 13F iShares S&P 500 Growth ETF 464287309 8,795 96 1.10 1,157 9.25 0.8558
2017-01-19 2016-12-31 13F iShares S&P 500 Growth ETF 464287309 8,699 -2,000 -18.69 1,059 -12.19 0.8331
2016-10-11 2016-09-30 13F iShares National Muni Bond ETF 464287309 10,699 987 10.16 1,206 9.04 0.9609
2016-07-12 2016-06-30 13F iShares National Muni Bond ETF 464287309 9,712 1,082 12.54 1,106 10.60 0.9697
2016-04-12 2016-03-31 13F iShares S&P 500 Growth ETF 464287309 8,630 186 2.20 1,000 2.25 0.8566
2016-01-14 2015-12-31 13F iShares S&P 500 Growth ETF 464287309 8,444 461 5.77 978 13.59 0.8620
2015-10-15 2015-09-30 13F iShares S&P 500 Growth ETF 464287309 7,983 117 1.49 861 -3.91 0.8089
2015-07-16 2015-06-30 13F iShares S&P 500 Growth ETF 464287309 7,866 -539 -6.41 896 -6.47 0.7988
2015-04-16 2015-03-31 13F iShares S&P 500 Growth ETF 464287309 8,405 -293 -3.37 958 -1.34 0.8534
2015-03-10 2014-12-31 13F iShares S&P 500 Growth ETF 464287309 8,698 8,698 971 0.9121
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.