iShares Trust - iShares Core S&P U.S. Growth ETF
US ˙ NasdaqGM ˙ US4642876712

SecurityIUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
InstitutionIFG Advisory, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
IFG Advisory, LLC closes position in IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF

On May 12, 2026 - IFG Advisory, LLC filed a 13F-HR form disclosing ownership of 0 shares of iShares Trust - iShares Core S&P U.S. Growth ETF (US:IUSG) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 68,617 shares of iShares Trust - iShares Core S&P U.S. Growth ETF. The current value of the position is $0 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.

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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)
2026-05-12 2026-03-31 13F ISHARES TR CORE S&P US GWT 464287671 0 -100.00 0
2026-02-10 2025-12-31 13F ISHARES TR CORE S&P US GWT 464287671 68,617 11,524
2025-11-12 2025-09-30 13F ISHARES TR CORE S&P US GWT 464287671 64,619 3,397 5.55 10,632 15.48 0.4833
2025-08-04 2025-06-30 13F ISHARES TR CORE S&P US GWT 464287671 61,222 5,933 10.73 9,208 31.04 0.4621
2025-05-08 2025-03-31 13F ISHARES TR CORE S&P US GWT 464287671 55,289 -1,226 -2.17 7,026 -10.78 0.3893
2025-02-14 2024-12-31 13F ISHARES TR CORE S&P US GWT 464287671 56,515 11,944 26.80 7,875 33.95 0.4463
2024-10-30 2024-09-30 13F ISHARES S&P MF Closed and MF Open 464287671 44,571 5,296 13.48 5,879 17.44 0.3745
2024-07-30 2024-06-30 13F ISHARES S&P MF Closed and MF Open 464287671 39,275 10,781 37.84 5,007 49.93 0.3212
2024-05-06 2024-03-31 13F ISHARES S&P MF Closed and MF Open 464287671 28,494 12,929 83.06 3,340 106.11 0.2491
2024-01-17 2023-12-31 13F ISHARES S&P MF Closed and MF Open 464287671 15,565 4,818 44.83 1,620 58.98 0.1186
2023-11-13 2023-09-30 13F ISHARES S&P MF Closed and MF Open 464287671 10,747 10,747 1,019 0.0857
2023-07-21 2023-06-30 13F ISHARES S&P MF Closed and MF Open 464287671 0 -9,318 -100.00 0 -100.00
2023-04-26 2023-03-31 13F ISHARES S&P MF Closed and MF Open 464287671 9,318 532 6.06 827 0.0773
2023-01-31 2022-12-31 13F ISHARES S&P MF Closed and MF Open 464287671 8,786 -31 -0.35 1 -100.00 0.0713
2022-10-28 2022-09-30 13F ISHARES S&P MF Closed and MF Open 464287671 8,817 1,701 23.90 707 18.82 0.0643
2022-08-04 2022-06-30 13F ISHARES S&P MF Closed and MF Open 464287671 7,116 -114 -1.58 595 -22.02 0.0632
2022-05-04 2022-03-31 13F ISHARES S&P MF Closed and MF Open 464287671 7,230 442 6.51 763 -2.80 0.0770
2022-02-14 2021-12-31 13F ISHARES S&P MF Closed and MF Open 464287671 6,788 46 0.68 785 13.77 0.0765
2021-10-12 2021-09-30 13F ISHARES S&P MF Closed and MF Open 464287671 6,742 384 6.04 690 7.48 0.0743
2021-07-21 2021-06-30 13F ISHARES S&P MF Closed and MF Open 464287671 6,358 -655 -9.34 642 0.94 0.0714
2021-04-19 2021-03-31 13F ISHARES S&P MF Closed and MF Open 464287671 7,013 -2,737 -28.07 636 -26.39 0.0792
2021-02-08 2020-12-31 13F ISHARES S&P MF Closed and MF Open 464287671 9,750 -2,784 -22.21 864 -13.77 0.1196
2020-11-02 2020-09-30 13F ISHARES S&P MF Closed and MF Open 464287671 12,534 732 6.20 1,002 18.16 0.1622
2020-08-10 2020-06-30 13F ISHARES S&P MF Closed and MF Open 464287671 11,802 -628 -5.05 848 19.61 0.1529
2020-05-11 2020-03-31 13F ISHARES S&P MF Closed and MF Open 464287671 12,430 735 6.28 709 -10.37 0.1583
2020-02-07 2019-12-31 13F ISHARES S&P MF Closed and MF Open 464287671 11,695 -558 -4.55 791 2.73 0.1444
2019-11-06 2019-09-30 13F ISHARES S&P MF Closed and MF Open 464287671 12,253 12,253 770 0.1494
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.