iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionHoward Wealth Management, Llc
Latest Disclosed Ownership30,918 shares
Latest Disclosed Value $ 3,497,135
Howard Wealth Management, Llc reports 0.90% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 11, 2026 - Howard Wealth Management, Llc filed a 13F-HR form disclosing ownership of 30,918 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $3,497,135 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 31,199 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -0.90% 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)
2026-05-11 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 30,918 -281 -0.90 3,497 -9.05 1.4720
2026-01-29 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 31,199 -913 -2.84 3,846 -0.80 1.6793
2025-11-03 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 32,112 -1,433 -4.27 3,877 4.96 1.7820
2025-08-11 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 33,545 -49 -0.15 3,693 18.44 1.8664
2025-05-13 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 33,594 -650 -1.90 3,119 -10.30 1.7379
2025-01-30 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,244 -480 -1.38 3,477 4.57 1.8809
2024-11-08 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,724 -2,820 -7.51 3,325 -4.32 1.9356
2024-08-02 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,544 -170 -0.45 3,474 9.11 2.7403
2024-05-06 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,714 -65 -0.17 3,185 12.23 2.5898
2024-02-07 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,779 0 0.00 2,837 9.79 2.3709
2023-11-01 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,779 0 0.00 2,585 -2.93 2.3832
2023-08-01 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,779 -550 -1.43 2,663 8.74 2.3092
2023-05-04 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 38,329 -43 -0.11 2,449 9.09 2.0417
2023-01-26 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 38,372 -115 -0.30 2,245 0.81 1.8413
2022-11-01 2022-09-30 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 38,487 5 0.01 2,226 -4.13 1.5759
2022-08-09 2022-06-30 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 38,482 -50 -0.13 2,322 -21.10 2.4598
2022-04-20 2022-03-31 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 38,532 4,876 14.49 2,943 4.51 1.6030
2022-01-18 2021-12-31 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 33,656 -63 -0.19 2,816 13.00 1.4856
2021-10-19 2021-09-30 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 33,719 -415 -1.22 2,492 0.40 1.3929
2021-07-27 2021-06-30 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 34,134 29 0.09 2,482 11.80 1.3651
2021-04-23 2021-03-31 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 34,105 -101 -0.30 2,220 1.69 1.2974
2021-02-02 2020-12-31 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 34,206 25,409 288.84 2,183 7.43 1.3610
2020-10-29 2020-09-30 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 8,797 -212 -2.35 2,032 8.72 1.4487
2020-08-03 2020-06-30 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 9,009 -401 -4.26 1,869 20.35 1.5262
2020-05-04 2020-03-31 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 9,410 -295 -3.04 1,553 -17.35 1.6320
2020-02-05 2019-12-31 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 9,705 9,705 1,879 1.5689
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.