iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionGolden State Wealth Management, LLC
Latest Disclosed Ownership24,980 shares
Latest Disclosed Value $ 2,825,570
Golden State Wealth Management, LLC reports 33.98% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 28, 2026 - Golden State Wealth Management, LLC filed a 13F-HR form disclosing ownership of 24,980 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $2,825,570 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 18,645 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 33.98% 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)
2026-04-28 2026-03-31 13F ISHARES S&P MF Closed and MF Open 464287309 24,980 6,335 33.98 2,826 22.93 0.2444
2026-02-13 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 18,645 2,156 13.08 2,298 15.48 0.2427
2025-11-03 2025-09-30 13F ISHARES S&P MF Closed and MF Open 464287309 16,489 838 5.35 1,991 15.50 0.2197
2025-08-06 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 15,651 810 5.46 1,723 25.13 0.2097
2025-04-24 2025-03-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 14,841 1,767 13.52 1,378 3.77 0.2047
2025-04-23 2025-03-31 13F ISHARES S&P MF Closed and MF Open 464287309 28,390 15,316 2,637 0.0011
2025-01-28 2024-12-31 13F ISHARES S&P MF Closed and MF Open 464287309 13,074 9,597 276.01 1,327 398.87 0.1989
2022-05-19 2022-03-31 13F/A-1 ISHARES S&P MF Closed and MF Open 464287309 3,477 93 2.75 266 -6.01 0.0521
2022-05-16 2022-03-31 13F ISHARES S&P MF Closed and MF Open 464287309 3,594 210 234 0.0771
2022-02-14 2021-12-31 13F ISHARES S&P MF Closed and MF Open 464287309 3,384 0 0.00 283 13.20 0.0487
2021-11-15 2021-09-30 13F ISHARES S&P MF Closed and MF Open 464287309 3,384 -211 -5.87 250 -4.21 0.0544
2021-08-12 2021-06-30 13F ISHARES S&P MF Closed and MF Open 464287309 3,595 1 0.03 261 11.54 0.0575
2021-05-14 2021-03-31 13F ISHARES S&P MF Closed and MF Open 464287309 3,594 0 0.00 234 2.18 0.0771
2021-01-28 2020-12-31 13F ISHARES S&P MF Closed and MF Open 464287309 3,594 2,696 300.22 229 10.10 0.0664
2020-11-12 2020-09-30 13F ISHARES S&P MF Closed and MF Open 464287309 898 898 208 0.0695
2020-08-11 2020-06-30 13F ISHARES S&P MF Closed and MF Open 464287309 0 -1,061 -100.00 0 -100.00
2020-04-17 2020-03-31 13F ISHARES S&P MF Closed and MF Open 464287309 1,061 1,061 175 0.0772
2020-02-13 2019-12-31 13F ISHARES S&P MF Closed and MF Open 464287309 0 -898 -100.00 0 -100.00
2019-10-23 2019-09-30 13F ISHARES S&P MF Closed and MF Open 464287309 898 1 0.11 162 1.25 0.0534
2019-08-09 2019-06-30 13F ISHARES S&P MF Closed and MF Open 464287309 897 0 0.00 160 3.23 0.0507
2019-05-14 2019-03-31 13F ISHARES S&P ETF 464287309 897 897 155 0.0518
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.