iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionWimmer Associates 1, Llc
Latest Disclosed Ownership6,300 shares
Latest Disclosed Value $ 712,593
Wimmer Associates 1, Llc ownership in IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 15, 2026 - Wimmer Associates 1, Llc filed a 13F-HR form disclosing ownership of 6,300 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $712,593 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,300 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.

Upgrade to unlock premium data and export to Excel .

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 S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 6,300 0 0.00 713 -8.25 0.3482
2026-02-13 2025-12-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 6,300 0 0.00 777 2.11 0.3611
2025-11-14 2025-09-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 6,300 0 0.00 761 9.67 0.3656
2025-08-14 2025-06-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 6,300 0 0.00 694 7.44 0.3546
2025-05-15 2025-03-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 6,300 -215 -3.30 645 -2.42 0.3404
2025-02-14 2024-12-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 6,515 0 0.00 661 6.10 0.3270
2024-11-14 2024-09-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 6,515 0 0.00 624 3.49 0.3054
2024-08-13 2024-06-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 6,515 0 0.00 603 9.45 0.3090
2024-05-14 2024-03-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 6,515 0 0.00 550 12.47 0.2893
2024-02-14 2023-12-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 6,515 0 0.00 489 9.89 0.2760
2023-11-14 2023-09-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 6,515 1,115 20.65 446 17.11 0.2782
2023-08-14 2023-06-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 5,400 0 0.00 381 8.57 0.2290
2023-05-16 2023-03-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 5,400 0 0.00 351 11.11 0.2239
2023-02-14 2022-12-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 5,400 0 0.00 316 -3.37 0.2085
2022-11-14 2022-09-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 5,400 0 0.00 326 0.00 0.2158
2022-08-12 2022-06-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 5,400 0 0.00 326 -20.87 0.2124
2022-05-13 2022-03-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 5,400 0 0.00 412 -8.85 0.2290
2022-02-16 2021-12-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 5,400 0 0.00 452 13.28 0.2423
2021-11-12 2021-09-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 5,400 0 0.00 399 1.53 0.2365
2021-08-12 2021-06-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 5,400 0 0.00 393 11.65 0.2305
2021-05-14 2021-03-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 5,400 0 0.00 352 2.03 0.1916
2021-02-16 2020-12-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 5,400 4,050 300.00 345 10.58 0.2058
2020-12-03 2020-09-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 1,350 0 0.00 312 1.63 0.2101
2020-08-14 2020-06-30 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 1,350 0 0.00 307 37.67 0.2388
2020-05-15 2020-03-31 13F ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 1,350 100 8.00 223 -7.85 0.2075
2020-02-13 2019-12-31 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 1,250 0 0.00 242 7.56 0.1938
2019-11-14 2019-09-30 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 1,250 0 0.00 225 0.45 0.1963
2019-08-14 2019-06-30 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 1,250 0 0.00 224 4.19 0.1958
2019-05-15 2019-03-31 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 1,250 1,250 215 0.1906
2019-02-14 2018-12-31 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 0 -1,250 -100.00 0 -100.00
2018-11-13 2018-09-30 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 1,250 0 0.00 221 8.87 0.1839
2018-08-14 2018-06-30 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 1,250 1,250 203 0.1810
2018-02-14 2017-12-31 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 0 -1,925 -100.00 0 -100.00
2017-11-14 2017-09-30 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 1,925 0 0.00 276 4.94 0.2543
2017-08-11 2017-06-30 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 1,925 305 18.83 263 23.47 0.2423
2017-05-09 2017-03-31 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 1,620 -660 -28.95 213 -23.38 0.1992
2017-02-14 2016-12-31 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 2,280 0 0.00 278 0.36 0.2576
2016-11-10 2016-09-30 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 2,280 0 0.00 277 4.14 0.2493
2016-08-11 2016-06-30 13F iShares S&P 500 Growth Index ETF CORE S&P500 ETF 464287309 2,280 2,280 266 0.2373
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.