iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionWhittier Trust Co
Latest Disclosed Ownership23,296 shares
Latest Disclosed Value $ 2,682,534
Whittier Trust Co ownership in IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 23,296 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $2,682,534 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 23,296 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 0.00% 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)
2026-04-28 2026-03-31 13F ETF S&P 500 GROWTH common 464287309 23,296 0 0.00 2,683 -7.49 0.0158
2026-01-26 2025-12-31 13F ETF S&P 500 GROWTH common 464287309 23,296 5,270 29.24 2,899 32.86 0.0314
2025-10-31 2025-09-30 13F ISHARES TR common 464287309 18,026 -1,426 -7.33 2,182 1.91 0.0248
2025-07-30 2025-06-30 13F ETF S&P 500 GROWTH ETF EQUITY 464287309 19,452 -567 -2.83 2,142 15.23 0.0258
2025-05-02 2025-03-31 13F ETF S&P 500 GROWTH ETF EQUITY 464287309 20,019 0 0.00 1,858 -8.56 0.0259
2025-02-11 2024-12-31 13F ETF S&P 500 GROWTH ETF EQUITY 464287309 20,019 -22,009 -52.37 2,033 -49.50 0.0268
2024-10-21 2024-09-30 13F ETF S&P 500 GROWTH ETF EQUITY 464287309 42,028 0 0.00 4,024 3.47 0.0539
2024-07-29 2024-06-30 13F ETF S&P 500 GROWTH ETF EQUITY 464287309 42,028 0 0.00 3,889 9.61 0.0552
2024-05-02 2024-03-31 13F ETF S&P 500 GROWTH ETF EQUITY 464287309 42,028 -340 -0.80 3,549 11.54 0.0517
2024-01-11 2023-12-31 13F ETF S&P 500 GROWTH ETF EQUITY 464287309 42,368 -1,006 -2.32 3,182 7.21 0.0516
2023-10-27 2023-09-30 13F ETF S&P 500 GROWTH ETF EQUITY 464287309 43,374 622 1.45 2,968 -1.49 0.0527
2023-07-24 2023-06-30 13F ETF S&P 500 GROWTH ETF EQUITY 464287309 42,752 -47 -0.11 3,013 10.21 0.0524
2023-04-21 2023-03-31 13F ETF S&P 500 GROWTH ETF EQUITY 464287309 42,799 -50 -0.12 2,734 9.06 0.0498
2023-01-25 2022-12-31 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 42,849 0 0.00 2,507 1.13 0.0488
2022-10-21 2022-09-30 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 42,849 330 0.78 2,478 -3.43 0.0519
2022-07-28 2022-06-30 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 42,519 3,363 8.59 2,566 -14.21 0.0518
2022-04-29 2022-03-31 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 39,156 0 0.00 2,991 -8.70 0.0504
2022-01-19 2021-12-31 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 39,156 408 1.05 3,276 14.43 0.0532
2021-11-01 2021-09-30 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 38,748 0 0.00 2,863 1.60 0.0521
2021-07-29 2021-06-30 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 38,748 3,464 9.82 2,818 22.63 0.0502
2021-04-26 2021-03-31 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 35,284 0 0.00 2,298 2.04 0.0446
2021-01-29 2020-12-31 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 35,284 26,463 300.00 2,252 10.50 0.0481
2020-10-30 2020-09-30 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 8,821 0 0.00 2,038 11.37 0.0485
2020-07-10 2020-06-30 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 8,821 -510 -5.47 1,830 18.83 0.0508
2020-04-27 2020-03-31 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 9,331 0 0.00 1,540 -14.73 0.0503
2020-01-31 2019-12-31 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 9,331 1,000 12.00 1,806 20.40 0.0474
2019-10-18 2019-09-30 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 8,331 300 3.74 1,500 4.17 0.0429
2019-07-23 2019-06-30 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 8,031 -8,553 -51.57 1,440 -49.63 0.0423
2019-04-29 2019-03-31 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 16,584 1,471 9.73 2,859 25.56 0.0874
2019-02-07 2018-12-31 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 15,113 302 2.04 2,277 -13.22 0.0783
2018-10-23 2018-09-30 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 14,811 208 1.42 2,624 10.48 0.0819
2018-07-27 2018-06-30 13F/A-1 ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 14,603 -125 -0.85 2,375 3.98 0.0785
2018-07-20 2018-06-30 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,847 -12,881 194
2018-05-01 2018-03-31 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 14,728 4,074 38.24 2,284 40.29 0.0767
2018-02-07 2017-12-31 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 10,654 8,682 440.26 1,628 475.27 0.0568
2017-10-23 2017-09-30 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 1,972 125 6.77 283 11.86 0.0103
2017-07-20 2017-06-30 13F ETF S&P 500 GROWTH US LARGE-CAP EQUITIES 464287309 1,847 0 0.00 253 4.12 0.0098
2017-04-26 2017-03-31 13F ISHARES TR US LARGE CAP EQUITIES 464287309 1,847 0 0.00 243 8.00 0.0098
2017-01-18 2016-12-31 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,847 0 0.00 225 0.00 0.0096
2016-11-10 2016-09-30 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,847 0 0.00 225 4.65 0.0098
2016-07-28 2016-06-30 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,847 0 0.00 215 0.47 0.0095
2016-04-28 2016-03-31 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,847 0 0.00 214 0.00 0.0095
2016-02-10 2015-12-31 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,847 0 0.00 214 7.54 0.0097
2015-11-12 2015-09-30 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,847 0 0.00 199 -5.24 0.0097
2015-08-13 2015-06-30 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,847 0 0.00 210 0.00 0.0093
2015-05-05 2015-03-31 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,847 1,847 0.00 210 0.0096
2015-02-04 2014-12-31 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 0 -1,847 -100.00 0 -100.00
2014-11-07 2014-09-30 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,847 0 0.00 197 1.55 0.0096
2014-08-04 2014-06-30 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,847 -135 -6.81 194 -2.02 0.0096
2014-05-01 2014-03-31 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,982 0 0.00 198 1.02 0.0101
2014-02-05 2013-12-31 13F ETF S&P 500 GROWTH US LARGE CAP EQUITIES 464287309 1,982 22 1.12 196 12.00 0.0101
2013-11-18 2013-09-30 13F ETF S&P 500 GROWTH S & P 464287309 1,960 0 0.00 175 6.06 0.0095
2013-08-14 2013-06-30 13F ETF S&P 500 GROWTH S&P 500 GRW 464287309 1,960 1,960 165 0.0092
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.