iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionKoshinski Asset Management, Inc.
Latest Disclosed Ownership33,053 shares
Latest Disclosed Value $ 3,738,632
Koshinski Asset Management, Inc. reports 0.70% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 27, 2026 - Koshinski Asset Management, Inc. filed a 13F-HR form disclosing ownership of 33,053 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $3,738,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 33,285 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -0.70% 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)
2026-04-27 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 33,053 -232 -0.70 3,739 -8.87 0.2331
2026-02-03 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 33,285 1,644 5.20 4,103 7.41 0.2642
2025-11-10 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 31,641 410 1.31 3,820 11.08 0.2567
2025-07-29 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 31,231 1,576 5.31 3,439 24.93 0.2595
2025-04-25 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 29,655 -1,717 -5.47 2,753 -13.59 0.2337
2025-01-16 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 31,372 295 0.95 3,185 7.06 0.2725
2024-10-10 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 31,077 2,501 8.75 2,976 8.38 0.2574
2024-07-12 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 28,576 3,279 12.96 2,745 28.51 0.2545
2024-05-08 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 25,297 18,598 277.62 2,136 324.65 0.2186
2024-01-29 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,699 -7,077 -51.37 503 -46.60 0.0764
2023-10-18 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,776 1,341 10.78 943 7.53 0.1083
2023-07-28 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 12,435 -1,082 -8.00 876 1.51 0.0939
2023-04-12 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,517 -388 -2.79 864 6.15 0.0843
2023-01-24 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,905 302 2.22 813 0.0787
2022-10-20 2022-09-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 13,603 2 0.01 1 0.0940
2022-10-18 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,603 2 1 0.1103
2022-07-12 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,601 100 0.74 1 -100.00 0.0816
2022-04-20 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,501 -4,332 -24.29 1,031 -30.90 0.0847
2022-01-14 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 17,833 -9,479 -34.71 1,492 -26.07 0.1205
2021-10-12 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 27,312 15,877 138.85 2,019 142.55 0.1755
2021-07-26 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,435 -2,998 -20.77 832 -11.49 0.1046
2021-05-06 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,433 980 7.28 940 9.43 0.0996
2021-03-30 2020-12-31 13F/A-2 ISHARES TR S&P 500 GRWT ETF 464287309 13,453 9,983 287.69 859 1.42 0.1088
2021-02-05 2020-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 9,848 -3,605 859 0.1088
2020-11-16 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,470 -266 -7.12 847 9.29 0.1138
2020-07-29 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,736 -356 -8.70 775 14.81 0.1256
2020-04-30 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,092 191 4.90 675 -10.48 0.1418
2020-01-29 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,901 79 2.07 754 9.59 0.1298
2019-10-30 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,822 137 3.72 688 4.24 0.4775
2019-07-18 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,685 -69 -1.84 660 2.01 0.2685
2019-05-14 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,754 150 4.16 647 19.15 0.1733
2019-02-08 2018-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,604 20 0.56 543 -14.49 0.1334
2018-11-15 2018-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,584 2,106 142.49 635 164.58 0.0904
2018-08-13 2018-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 1,478 -732 -33.12 240 -30.03 0.0733
2018-08-10 2018-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,478 -732 293
2018-04-09 2018-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,210 91 4.29 343 5.86 0.1066
2018-01-17 2017-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,119 2,119 324 0.0811
2018-01-17 2016-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 0 -3,076 -100.00 0 -100.00
2018-01-17 2016-03-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 3,076 50 1.65 357 2.00 0.2305
2016-04-14 2016-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,076 50 357
2018-01-17 2015-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 3,026 -194 -6.02 350 -4.63 0.2447
2016-01-19 2015-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,026 -194 350
2018-01-17 2015-09-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 3,220 -130 -3.88 367 -3.67 0.2341
2015-10-13 2015-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,220 -130 367
2018-01-17 2015-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 3,350 0 0.00 381 -0.26 0.2409
2015-07-13 2015-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,350 0 381
2015-04-15 2015-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,350 -481 -12.56 382 -10.75 0.2476
2018-01-17 2014-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 3,831 3,831 428 0.2426
2015-02-13 2014-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,831 428
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.