iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionRehmann Capital Advisory Group
Latest Disclosed Ownership1,164,899 shares
Latest Disclosed Value $ 131,742,234
Rehmann Capital Advisory Group reports 4.54% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 15, 2026 - Rehmann Capital Advisory Group filed a 13F-HR form disclosing ownership of 1,164,899 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $131,742,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on March 4, 2026 disclosing 1,114,316 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 4.54% 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)
2026-05-15 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,164,899 50,583 4.54 131,742 -4.57 6.8596
2026-03-04 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,114,316 -6,667 -0.59 138,045 1.98 7.1930
2025-11-13 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,120,983 -50,087 -4.28 135,371 4.99 7.4127
2025-07-30 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,171,070 88,609 8.19 128,935 28.31 7.8081
2025-04-30 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,082,461 5,005 0.46 100,485 -8.14 6.3258
2025-02-14 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,077,456 21,152 2.00 109,389 8.14 6.9323
2024-11-18 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,056,304 6,842 0.65 101,156 4.15 6.6123
2024-08-12 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,049,462 -31,908 -2.95 97,120 6.36 6.9591
2024-05-03 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,081,370 74,971 7.45 91,311 20.81 6.8076
2024-02-13 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,006,399 45,950 4.78 75,581 15.02 6.2627
2023-11-14 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 960,449 40,258 4.37 65,714 1.32 6.1193
2023-08-23 2023-06-30 13F/A-1 ISHARESTR S&P500GRWTETF 464287309 920,191 108,395 13.35 64,855 25.05 5.8149
2023-08-15 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 811,796 0 51,866 4.8782
2023-05-12 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 811,796 91,013 12.63 51,866 23.00 4.8782
2023-02-10 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 720,783 -5,348 -0.74 42,166 0.38 4.3204
2022-11-14 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 726,131 100,813 16.12 42,007 11.31 4.6577
2022-08-12 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 625,318 15,972 2.62 37,738 -18.91 4.1521
2022-06-03 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 609,346 7,178 1.19 46,539 -8.07 4.4209
2022-03-02 2021-12-31 13F ISHARES TR IVW 464287309 602,168 -8,198 -1.34 50,623 12.41 4.7055
2021-11-16 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 610,366 -3,448 -0.56 45,035 -0.10 4.2675
2021-08-13 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 613,814 14,985 2.50 45,081 15.75 4.3583
2021-05-26 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 598,829 25,143 4.38 38,946 6.47 3.9826
2021-02-19 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 573,686 428,417 294.91 36,579 8.97 4.1297
2020-11-19 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 145,269 -3,081 -2.08 33,569 9.05 4.2574
2020-11-20 2020-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 148,350 -807 -0.54 30,781 25.03 4.1998
2020-08-25 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,203 0 5,645 2,981,994.8124
2020-11-20 2020-03-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 149,157 149,157 24,618 4.0169
2020-08-24 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 34,203 34,203 5,645 3,149,215.8083
2020-01-02 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 0 -139,795 -100.00 0 -100.00
2019-08-27 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 139,795 9,325 7.15 25,057 11.42 3.0851
2019-05-22 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 130,470 126,109 2,891.75 22,488 3,322.68 3.0472
2019-02-12 2018-12-31 13F ISHARES TRUST S&P 500 GRWT ETF S&P 500 GRWT ETF 464287309 4,361 -124,843 -96.62 657 -97.13 0.0986
2018-12-07 2018-09-30 13F/A-1 ISHARESTR S&P500GRWTETF 464287309 129,204 -39,747 -23.53 22,891 -16.68 3.1561
2018-09-20 2018-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 168,951 -9,978 -5.58 27,473 -0.99 3.9877
2018-04-24 2018-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 178,929 2,400 1.36 27,747 2.89 4.3194
2018-02-22 2017-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 176,529 9,306 5.57 26,968 12.45 4.5488
2017-10-25 2017-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 167,223 -218 -0.13 23,983 4.67 4.3239
2017-07-19 2017-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 167,441 13,146 8.52 22,914 12.92 4.3776
2017-04-24 2017-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 154,295 21,520 16.21 20,293 25.49 3.3871
2017-02-13 2016-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 132,775 5,898 4.65 16,171 4.76 2.9590
2016-10-26 2016-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 126,877 5,590 4.61 15,436 9.17 2.9911
2016-07-25 2016-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 121,287 5,717 4.95 14,140 5.58 2.6470
2016-05-09 2016-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 115,570 88,437 325.94 13,393 326.26 2.6074
2016-02-11 2015-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 27,133 3,317 13.93 3,142 22.40 0.6600
2015-11-12 2015-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 23,816 2,508 11.77 2,567 5.81 0.5806
2015-07-08 2015-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 21,308 -82 -0.38 2,426 -0.45 0.5537
2015-04-14 2015-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 21,390 2,874 15.52 2,437 17.96 0.5529
2015-03-09 2014-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 18,516 -243 -1.30 2,066 3.09 0.4755
2015-09-01 2014-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 18,759 962 5.41 2,004 7.05 0.4746
2015-09-01 2014-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 17,797 -330 -1.82 1,872 3.43 0.4470
2015-08-31 2014-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 18,127 1,099 6.45 1,810 7.67 0.4892
2015-08-31 2013-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 17,028 1,089 6.83 1,681 18.05 0.5085
2015-08-31 2013-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 15,939 462 2.99 1,424 9.54 0.4607
2015-08-31 2013-06-30 13F ISHARES TR S&P500 GRW 464287309 15,477 11,667 306.22 1,300 314.01 0.4512
2015-08-31 2013-03-31 13F ISHARES TR S&P500 GRW 464287309 3,810 0 0.00 314 8.65 0.1124
2015-08-31 2012-12-31 13F ISHARES TR S&P500 GRW 464287309 3,810 -66 -1.70 289 -4.30 0.1151
2015-08-31 2012-09-30 13F ISHARES TR S&P500 GRW 464287309 3,876 -4,026 -50.95 302 -48.02 0.1109
2015-08-31 2012-06-30 13F ISHARES TR S&P500 GRW 464287309 7,902 4,516 133.37 581 127.84 0.1910
2015-08-31 2012-03-31 13F ISHARES TR S&P500 GRW 464287309 3,386 0 0.00 255 11.84 0.0776
2015-08-31 2011-12-31 13F ISHARES TR S&P500 GRW 464287309 3,386 -9,580 -73.89 228 -71.28 0.0731
2015-08-31 2011-09-30 13F ISHARES TR S&P500 GRW 464287309 12,966 -106 -0.81 794 -12.56 0.2905
2015-08-31 2011-06-30 13F ISHARES TR S&P500 GRW 464287309 13,072 9,686 286.06 908 289.70 0.2815
2015-08-31 2011-03-31 13F ISHARES TR S&P500 GRW 464287309 3,386 0 0.00 233 4.95 0.0810
2015-08-31 2010-12-31 13F ISHARES TR S&P500 GRW 464287309 3,386 3,386 222 0.1216
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.