iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionFocus Financial Network, Inc.
Latest Disclosed Ownership147,235 shares
Latest Disclosed Value $ 16,653,723
Focus Financial Network, Inc. reports 10.57% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 14, 2026 - Focus Financial Network, Inc. filed a 13F-HR form disclosing ownership of 147,235 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $16,653,723 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 164,633 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -10.57% 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)
2026-04-14 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 147,235 -17,398 -10.57 16,654 -17.93 0.5970
2026-01-12 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 164,633 269 0.16 20,293 2.27 0.7064
2025-10-10 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 164,364 2,117 1.30 19,842 11.08 0.7075
2025-07-10 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 162,247 -26,278 -13.94 17,863 2.07 0.7053
2025-04-15 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 188,525 19,583 11.59 17,501 2.03 0.7155
2025-01-29 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 168,942 -501 -0.30 17,153 5.72 0.6818
2024-10-28 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 169,443 -2,505 -1.46 16,224 1.13 0.6626
2024-07-22 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 171,948 35,678 26.18 16,043 45.12 0.6852
2024-04-24 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 136,270 44,470 48.44 11,054 75.43 0.5388
2024-07-23 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 91,800 22,320 32.12 6,301 28.70 0.3557
2024-07-23 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 69,480 206 0.30 4,897 10.64 0.2720
2024-07-23 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 69,274 -311 -0.45 4,426 8.72 0.2755
2024-07-24 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 69,585 18,138 35.26 4,071 36.76 0.3311
2024-07-24 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 51,447 1,363 2.72 2,976 -1.52 0.2570
2024-07-24 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 50,084 -4,506 -8.25 3,023 -27.51 0.2497
2024-07-24 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 54,590 -1 -0.00 4,170 -8.71 0.2906
2024-07-24 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 54,591 160 0.29 4,568 13.52 0.6686
2024-07-24 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 54,431 66 0.12 4,023 1.77 0.5370
2024-07-24 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 54,365 -1,925 -3.42 3,954 7.86 0.5260
2024-07-24 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 56,290 6,441 12.92 3,665 15.22 0.4288
2024-07-24 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 49,849 38,457 337.58 3,181 20.86 0.2820
2024-07-24 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,392 202 1.81 2,632 13.40 0.2457
2024-07-24 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,190 734 7.02 2,322 34.55 0.2580
2024-07-24 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 10,456 1,192 12.87 1,726 -3.79 0.2317
2024-07-24 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,264 145 1.59 1,794 9.26 0.2199
2024-07-24 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,119 -250 -2.67 1,642 -2.26 0.2275
2024-07-24 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,369 499 5.63 1,679 9.88 0.2487
2024-07-24 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,870 8,870 1,529 0.2451
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.