iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionKohmann Bosshard Financial Services, LLC
Latest Disclosed Ownership28,825 shares
Latest Disclosed Value $ 3,260,396
Kohmann Bosshard Financial Services, LLC reports 1.17% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 1, 2026 - Kohmann Bosshard Financial Services, LLC filed a 13F-HR/A form disclosing ownership of 28,825 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $3,260,396 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 29,167 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -1.17% 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)
2026-05-01 2026-03-31 13F/A-1 ISHARES S&P 500 GROWTH UIE 464287309 28,825 -342 -1.17 3,260 -9.32 0.3173
2026-04-23 2026-03-31 13F ISHARES S&P 500 GROWTH UIE 464287309 28,825 -342 3,260 0.0009
2026-01-30 2025-12-31 13F ISHARES S&P 500 GROWTH UIE 464287309 29,167 0 0.00 3,595 2.10 0.3216
2025-11-13 2025-09-30 13F ISHARES S&P 500 GROWTH ETF UIE 464287309 29,167 0 0.00 3,521 9.65 0.3609
2025-08-12 2025-06-30 13F ISHARES S&P 500 GROWTH UIE 464287309 29,167 0 0.00 3,211 18.62 0.3583
2025-05-12 2025-03-31 13F ISHARES S&P 500 GROWTH UIE 464287309 29,167 0 0.00 2,708 -8.58 0.3193
2025-02-05 2024-12-31 13F ISHARES S&P 500 GROWTH EQTY 464287309 29,167 -5,400 -15.62 2,961 -10.52 0.3554
2024-10-17 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,567 95 0.28 3,310 3.73 0.4109
2024-07-11 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,472 0 0.00 3,190 9.62 0.4294
2024-04-16 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,472 0 0.00 2,911 12.44 0.4052
2024-01-09 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,472 0 0.00 2,589 9.75 0.3942
2023-10-12 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,472 0 0.00 2,359 -2.92 0.4063
2023-08-14 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,472 0 0.00 2,430 10.31 0.4189
2023-04-28 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,472 0 0.00 2,202 9.23 0.4135
2023-01-27 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,472 0 0.00 2,017 1.10 0.4018
2022-10-13 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,472 -2,980 -7.96 1,994 -11.77 0.4420
2022-07-08 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,452 0 0.00 2,260 -21.01 0.4996
2022-04-12 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,452 0 0.00 2,861 -8.71 0.5614
2022-01-12 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,452 0 0.00 3,134 13.22 0.6281
2021-10-12 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,452 276 0.74 2,768 2.37 0.6066
2021-07-13 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,176 0 0.00 2,704 11.69 0.6209
2021-05-04 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,176 0 0.00 2,421 2.02 0.6506
2021-01-21 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 37,176 27,882 300.00 2,373 10.47 0.7390
2021-01-21 2020-09-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 9,294 0 0.00 2,148 11.35 0.7780
2021-01-07 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 18,588 9,294 4,295 762,702.6845
2020-08-14 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,294 264 2.92 1,929 29.46 0.7160
2020-04-07 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,030 0 0.00 1,490 -14.81 0.6553
2020-01-09 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,030 0 0.00 1,749 7.56 0.6447
2019-10-09 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,030 0 0.00 1,626 0.43 0.6388
2019-07-10 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,030 0 0.00 1,619 4.05 0.6768
2019-04-02 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,030 0 0.00 1,556 14.33 0.7355
2019-01-15 2018-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,030 0 0.00 1,361 -14.94 0.7373
2018-10-04 2018-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,030 0 0.00 1,600 8.99 0.7899
2018-07-11 2018-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,030 -247 -2.66 1,468 2.02 0.8283
2018-06-20 2018-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,277 0 0.00 1,439 1.55 0.8585
2018-01-22 2017-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,277 0 0.00 1,417 6.46 0.9094
2017-10-24 2017-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,277 38 0.41 1,331 9.55 0.9354
2017-04-07 2017-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,239 -173 -1.84 1,215 2.27 1.0342
2017-02-02 2016-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,412 9,412 1,188 1.1050
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.