iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionLansing Street Advisors
Latest Disclosed Ownership143,216 shares
Latest Disclosed Value $ 16,199,171
Lansing Street Advisors reports 0.37% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 28, 2026 - Lansing Street Advisors filed a 13F-HR form disclosing ownership of 143,216 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $16,199,171 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 142,692 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 0.37% 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)
2026-04-28 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 143,216 524 0.37 16,199 -7.90 4.0792
2026-01-26 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 142,692 7,845 5.82 17,588 8.05 4.4920
2025-11-12 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 134,847 22,065 19.56 16,279 31.09 4.3196
2025-07-23 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 112,782 6,657 6.27 12,417 26.05 3.6980
2025-04-28 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 106,125 17,749 20.08 9,852 9.80 3.2972
2025-02-04 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 88,376 15,153 20.69 8,973 27.97 3.1264
2024-10-29 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 73,223 1,033 1.43 7,011 4.96 2.5807
2024-08-08 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 72,190 3,672 5.36 6,680 15.47 2.7842
2024-04-30 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 68,518 18,370 36.63 5,786 53.61 2.5995
2024-02-14 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 50,148 49,929 22,798.63 3,766 25,006.67 1.9720
2023-08-11 2023-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 219 0 0.00 15 15.38 0.0090
2023-04-28 2023-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 219 -219 -50.00 14 -48.00 0.0088
2023-02-07 2022-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 438 0 0.00 26 0.00 0.0176
2022-11-14 2022-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 438 438 25 0.0193
2022-08-08 2022-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 0 -355 -100.00 0 -100.00
2022-05-09 2022-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 355 355 26 0.0166
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.