iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionGreat Point Wealth Advisors, LLC
Latest Disclosed Ownership36,522 shares
Latest Disclosed Value $ 4,131,003
Great Point Wealth Advisors, LLC ownership in IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 27, 2026 - Great Point Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 36,522 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $4,131,003 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 36,522 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 0.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-27 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,522 0 0.00 4,131 -8.22 0.7626
2026-01-26 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,522 0 0.00 4,502 2.11 0.8214
2025-10-28 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,522 30 0.08 4,409 30.14 0.8285
2025-04-28 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 3,388 -8.58 0.7330
2025-01-24 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 3,705 6.04 0.8100
2024-10-18 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 3,494 3.50 0.7465
2024-07-29 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 3,377 9.57 0.7721
2024-05-09 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 3,081 12.45 0.7184
2024-01-22 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 2,741 9.78 0.7127
2023-10-13 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 2,497 -2.92 0.7489
2023-08-02 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 2,572 10.30 0.7728
2023-05-12 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 2,331 9.23 0.7388
2023-02-07 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 2,135 1.09 0.7158
2022-11-09 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 2,111 -4.13 0.7871
2022-08-25 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 2,202 -20.99 0.7800
2022-05-03 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 2,787 -8.71 0.8682
2022-02-09 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 3,053 13.20 0.9353
2021-11-03 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 2,697 1.62 0.9269
2021-08-12 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 2,654 11.70 0.9260
2021-05-11 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 0 0.00 2,376 2.06 0.9088
2021-01-29 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 36,492 27,369 300.00 2,328 23.04 0.9992
2020-10-23 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,123 0 0.00 1,892 0.00 0.9761
2020-07-24 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,123 0 0.00 1,892 25.71 0.9761
2020-05-13 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,123 0 0.00 1,505 -14.78 1.2578
2020-02-28 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,123 0 0.00 1,766 7.55 1.0921
2019-10-17 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,123 0 0.00 1,642 0.43 1.1188
2019-08-06 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,123 -430 -4.50 1,635 -0.67 1.3206
2019-05-15 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,553 0 0.00 1,646 14.38 1.3979
2019-02-14 2018-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,553 9,553 1,439 1.3613
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.