iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership235,361 shares
Latest Disclosed Value $ 26,621,750
Western Wealth Management, LLC reports 8.53% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 235,361 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $26,621,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 216,870 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 8.53% 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)
2026-05-19 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 235,361 18,491 8.53 26,622 -0.41 0.6186
2026-02-05 2025-12-31 13F ISHARES S&P MF Closed and MF Open 464287309 216,870 -2,779 -1.27 26,731 0.81 1.2314
2025-11-06 2025-09-30 13F ISHARES S&P MF Closed and MF Open 464287309 219,649 -2,059 -0.93 26,516 8.63 1.3986
2025-08-11 2025-06-30 13F ISHARES S&P MF Closed and MF Open 464287309 221,708 -2,914 -1.30 24,410 17.07 1.4484
2025-04-23 2025-03-31 13F ISHARES S&P MF Closed and MF Open 464287309 224,622 1,690 0.76 20,852 -7.88 1.3798
2025-04-16 2024-12-31 13F/A-1 ISHARES S&P MF Closed and MF Open 464287309 222,932 -21,615 -8.84 22,634 -3.34 1.4747
2025-02-18 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 18,388 -226,159 1,867 0.5606
2024-11-12 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 244,547 17,894 7.89 23,415 11.64 1.3349
2024-07-19 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 226,653 -3,110 -1.35 20,974 8.11 1.5545
2024-05-03 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 229,763 -5,395 -2.29 19,401 9.86 1.5081
2024-01-31 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 235,158 5,675 2.47 17,660 12.48 1.2728
2023-11-08 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 229,483 6,320 2.83 15,701 -0.17 1.3267
2023-08-30 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 223,163 4,562 2.09 15,729 12.62 1.3417
2023-08-30 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 218,601 -6,407 -2.85 13,966 6.11 1.2998
2023-02-03 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 225,008 -227,613 -50.29 13,163 -49.75 1.3453
2022-11-07 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 452,621 -4,705 -1.03 26,191 -5.11 1.4998
2022-07-18 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 457,326 -26,652 -5.51 27,600 -25.34 1.5844
2022-05-10 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 483,978 217,299 81.48 36,967 65.65 1.7939
2022-02-14 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 266,679 -17,088 -6.02 22,316 8.14 2.2030
2021-08-09 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 283,767 -2,753 -0.96 20,636 10.62 2.1218
2021-05-14 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 286,520 -9,670 -3.26 18,655 -1.31 2.5077
2021-02-10 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 296,190 220,468 291.15 18,903 8.02 2.7742
2020-10-27 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 75,722 236 0.31 17,499 11.72 2.8584
2020-07-20 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 75,486 3,853 5.38 15,663 32.46 2.8402
2020-04-27 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 71,633 16 0.02 11,825 -14.73 2.7122
2020-02-10 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 71,617 170 0.24 13,868 7.86 2.1014
2019-11-08 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 71,447 70 0.10 12,858 0.48 2.6760
2019-08-06 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 71,377 410 0.58 12,796 4.68 1.6806
2019-05-10 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 70,967 -298 -0.42 12,224 13.79 2.7209
2019-02-15 2018-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 71,265 71,265 10,743 2.8897
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.