iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionNorthwestern Mutual Wealth Management Co
Latest Disclosed Ownership1,653,492 shares
Latest Disclosed Value $ 187,026,462
Northwestern Mutual Wealth Management Co reports 2.56% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 7, 2026 - Northwestern Mutual Wealth Management Co filed a 13F-HR form disclosing ownership of 1,653,492 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $187,026,462 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 1,697,013 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -2.56% 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)
2026-05-07 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,653,492 -43,521 -2.56 187,026 -10.59 0.1151
2026-02-10 2025-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 1,697,013 19,074 1.14 209,174 3.26 0.1323
2026-02-05 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 329,946 -1,347,993 23,960 0.0151
2025-11-14 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,677,939 21,613 1.30 202,561 11.08 0.1350
2025-08-13 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,656,326 -3,554 -0.21 182,361 18.35 0.1329
2025-05-14 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,659,880 5,600 0.34 154,087 -8.26 0.1260
2025-02-11 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,654,280 8,893 0.54 167,959 6.61 0.1417
2024-11-12 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,645,387 -19,353 -1.16 157,546 2.27 0.1400
2024-08-16 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,664,740 24,001 1.46 154,055 11.20 0.1520
2024-05-15 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,640,739 -46,064 -2.73 138,544 9.37 0.1424
2024-02-13 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,686,803 -22,344 -1.31 126,679 8.33 0.1428
2023-11-14 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,709,147 93,431 5.78 116,940 2.69 0.1521
2023-08-14 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,615,716 -63,738 -3.80 113,876 6.13 0.1472
2023-05-15 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,679,454 -67,378 -3.86 107,300 5.00 0.1498
2023-02-21 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,746,832 -18,216 -1.03 102,190 0.08 0.1547
2022-11-14 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,765,048 -26,614 -1.49 102,108 -5.57 0.1781
2022-08-04 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,791,662 -5,228 -0.29 108,127 -21.22 0.1858
2022-05-09 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,796,890 -158,760 -8.12 137,247 -16.12 0.2200
2022-02-03 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,955,650 13,293 0.68 163,629 13.98 0.2672
2021-11-15 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,942,357 -9,355 -0.48 143,561 1.14 0.2625
2021-08-13 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,951,712 -46,968 -2.35 141,948 9.08 0.2696
2021-05-14 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,998,680 -53,101 -2.59 130,135 -0.62 0.2763
2021-02-12 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,051,781 1,525,198 289.64 130,944 7.61 0.3025
2020-11-13 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 526,583 -8,013 -1.50 121,682 9.70 0.3274
2020-08-14 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 534,596 -55,833 -9.46 110,923 13.83 0.3422
2020-05-08 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 590,429 -62,859 -9.62 97,450 -22.97 0.3763
2020-02-13 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 653,288 -6,785 -1.03 126,502 6.45 0.4312
2019-11-12 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 660,073 -63,822 -8.82 118,833 -8.42 0.4515
2019-08-12 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 723,895 47,120 6.96 129,752 11.23 0.5214
2019-05-10 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 676,775 31,346 4.86 116,650 19.95 0.5106
2019-02-12 2018-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 645,429 -4,181 -0.64 97,246 -15.51 0.4871
2018-11-01 2018-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 649,610 18,377 2.91 115,093 12.13 0.5807
2018-08-10 2018-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 631,233 12,569 2.03 102,645 6.99 0.5750
2018-05-14 2018-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 618,664 41,905 7.27 95,936 8.88 0.5821
2018-01-31 2017-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 576,759 20,383 3.66 88,112 10.42 0.5614
2017-11-07 2017-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 556,376 26,626 5.03 79,796 10.07 0.5709
2017-08-10 2017-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 529,750 37,687 7.66 72,496 12.02 0.5821
2017-05-09 2017-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 492,063 37,352 8.21 64,716 16.86 0.5886
2017-02-15 2016-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 454,711 448,571 7,305.72 55,379 7,313.52 0.6009
2017-02-23 2016-09-30 13F/A-2 ISHARES TR S&P 500 GRWT ETF 464287309 6,140 -226,025 -97.36 747 -97.24 0.0493
2016-11-14 2016-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 389,204 47,350
2016-08-29 2016-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 232,165 26,207 12.72 27,066 13.39 0.3879
2016-05-16 2016-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 205,958 9,601 4.89 23,869 4.97 0.3865
2016-02-16 2015-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 196,357 36,225 22.62 22,738 31.72 0.4537
2015-11-16 2015-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 160,132 25,511 18.95 17,262 12.62 0.4111
2015-09-30 2015-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 134,621 13,325 10.99 15,328 10.90 0.3976
2015-08-14 2015-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 111,645 12,722
2015-05-15 2015-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 121,296 14,686 13.78 13,821 16.16 0.3866
2015-02-13 2014-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 106,610 6,295 6.28 11,898 11.03 0.3672
2014-11-14 2014-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 100,315 16,476 19.65 10,716 21.51 0.3747
2014-08-05 2014-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 83,839 1,765 2.15 8,819 7.63 0.3442
2014-05-15 2014-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 82,074 2,880 3.64 8,194 4.77 0.3427
2014-02-14 2013-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 79,194 7,825 10.96 7,821 22.62 0.3554
2013-11-14 2013-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 71,369 9,185 14.77 6,378 22.09 0.3354
2013-08-21 2013-06-30 13F/A-1 ISHARES TR S&P500 GRW 464287309 62,184 62,184 5,224 0.3123
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.