iShares Trust - iShares Russell 1000 Growth ETF
US ˙ ARCA ˙ US4642876142

SecurityIWF / iShares Trust - iShares Russell 1000 Growth ETF
InstitutionOpes Wealth Management LLC
Latest Disclosed Ownership16,545 shares
Latest Disclosed Value $ 7,054,897
Opes Wealth Management LLC reports 0.12% decrease in ownership of IWF / iShares Trust - iShares Russell 1000 Growth ETF

On April 28, 2026 - Opes Wealth Management LLC filed a 13F-HR form disclosing ownership of 16,545 shares of iShares Trust - iShares Russell 1000 Growth ETF (US:IWF) valued at $7,054,788 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 16,565 shares of iShares Trust - iShares Russell 1000 Growth ETF. This represents a change in shares of -0.12% during the quarter. The current value of the position is $2,095,093 USD.

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)
2026-04-28 2026-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 16,545 -20 -0.12 7,055 -10.03 1.1592
2026-02-02 2025-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 16,565 -221 -1.32 7,840 -0.28 1.2783
2025-11-24 2025-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 16,786 -2,480 -12.87 7,863 -3.89 1.3606
2025-07-31 2025-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 19,266 2,450 14.57 8,180 34.74 1.4525
2025-05-06 2025-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 16,816 -116 -0.69 6,072 -10.71 1.2255
2025-01-30 2024-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 16,932 205 1.23 6,800 8.30 1.3941
2024-10-29 2024-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 16,727 1 0.01 6,279 2.99 1.2073
2024-08-05 2024-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 16,726 51 0.31 6,097 8.47 1.2723
2024-05-03 2024-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 16,675 1 0.01 5,620 11.18 1.2976
2024-01-31 2023-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 16,674 -2,716 -14.01 5,055 -1.98 1.2132
2023-11-03 2023-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 19,390 2,342 13.74 5,158 9.93 1.4288
2023-08-03 2023-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 17,048 -244 -1.41 4,691 11.03 1.3307
2023-05-02 2023-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 17,292 -144 -0.83 4,225 13.12 1.3623
2023-01-31 2022-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 17,436 -708 -3.90 3,736 -2.15 1.3570
2022-11-01 2022-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 18,144 -110 -0.60 3,817 -4.38 1.5263
2022-08-10 2022-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 18,254 -2,660 -12.72 3,992 -31.24 1.5980
2022-05-05 2022-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 20,914 -351 -1.65 5,806 -10.65 1.8900
2022-01-31 2021-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 21,265 -665 -3.03 6,498 8.12 2.0190
2021-10-29 2021-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 21,930 -200 -0.90 6,010 0.03 2.1263
2021-08-03 2021-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 22,130 -7,818 -26.11 6,008 -17.46 2.2231
2021-05-10 2021-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 29,948 7,317 32.33 7,279 33.39 2.8394
2021-01-29 2020-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 22,631 -12,658 -35.87 5,457 -28.70 2.6295
2020-11-09 2020-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 35,289 -1,779 -4.80 7,654 7.58 3.6563
2020-08-11 2020-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 37,068 8,078 27.86 7,115 62.93 3.6258
2020-04-16 2020-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 28,990 -3,207 -9.96 4,367 -22.90 3.2874
2020-01-30 2019-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 32,197 -487 -1.49 5,664 8.57 3.4724
2019-11-12 2019-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 32,684 -425 -1.28 5,217 0.15 3.4432
2019-07-30 2019-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 33,109 2,257 7.32 5,209 11.54 3.5600
2019-04-30 2019-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 30,852 30,852 4,670 3.4127
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.