iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership7,883 shares
Latest Disclosed Value $ 891,607
McKinley Carter Wealth Services, Inc. reports 0.01% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 7,883 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $891,607 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,882 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 0.01% 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)
2026-04-20 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,883 1 0.01 892 -8.24 0.0496
2026-02-06 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,882 -522 -6.21 972 -4.24 0.0543
2025-11-04 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,404 137 1.66 1,015 11.43 0.0532
2025-07-24 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,267 -254 -2.98 910 15.04 0.0505
2025-04-15 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,521 -14 -0.16 791 -8.66 0.0486
2025-01-23 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,535 -50 -0.58 867 5.35 0.0530
2024-10-16 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,585 -1,190 -12.17 822 -9.07 0.0496
2024-08-09 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,775 766 8.50 905 18.95 0.0576
2024-04-26 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,009 -53 -0.58 761 11.76 0.0508
2024-02-07 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,062 -1,731 -16.04 681 -7.86 0.0498
2023-10-13 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 10,793 -516 -4.56 738 -7.40 0.0587
2023-08-03 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,309 269 2.44 797 13.05 0.0598
2023-04-25 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,040 89 0.81 705 10.16 0.0551
2023-02-08 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 10,951 -28 -0.26 641 0.79 0.0543
2022-10-24 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 10,979 -120 -1.08 635 -5.22 0.0591
2022-07-15 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,099 -2,560 -18.74 670 -35.76 0.0593
2022-04-27 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,659 -304 -2.18 1,043 -10.70 0.0816
2022-02-07 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,963 -412 -2.87 1,168 9.98 0.0871
2021-11-03 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,375 -1,367 -8.68 1,062 -7.25 0.0871
2021-08-12 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 15,742 947 6.40 1,145 18.90 0.0947
2021-04-30 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,795 -321 -2.12 963 -0.10 0.0823
2021-02-16 2020-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 15,116 15,116 964 0.1263
2020-05-01 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 0 -622 -100.00 0 -100.00
2020-01-23 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 622 622 120 0.0281
2018-11-06 2018-09-30 13F iShares S&P 500 Growth ETF ETF 464287309 0 0 0 0.0000
2018-12-07 2018-06-30 13F iShares S&P 500 Growth ETF ETF 464287309 0 -165 -100.00 0 -100.00
2018-05-17 2018-03-31 13F iShares S&P 500 Growth ETF ETF 464287309 165 165 26 0.0085
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.