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

SecurityIUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
InstitutionWealth Alliance
Latest Disclosed Ownership2,322 shares
Latest Disclosed Value $ 360,127
Wealth Alliance reports 4.31% increase in ownership of IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 2,322 shares of iShares Trust - iShares Core S&P U.S. Growth ETF (US:IUSG) valued at $360,165 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,226 shares of iShares Trust - iShares Core S&P U.S. Growth ETF. This represents a change in shares of 4.31% during the quarter. The current value of the position is $444,384 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)
2026-05-14 2026-03-31 13F ISHARES TR CORE S&P US GWT 464287671 2,322 96 4.31 360 -3.49 0.0356
2026-02-13 2025-12-31 13F ISHARES TR CORE S&P US GWT 464287671 2,226 -49 -2.15 374 -0.27 0.0366
2025-11-07 2025-09-30 13F ISHARES TR CORE S&P US GWT 464287671 2,275 -5 -0.22 374 9.36 0.0385
2025-08-08 2025-06-30 13F ISHARES TR CORE S&P US GWT 464287671 2,280 549 31.72 343 56.16 0.0383
2025-05-05 2025-03-31 13F ISHARES TR CORE S&P US GWT 464287671 1,731 -49 -2.75 220 -11.34 0.0266
2025-02-03 2024-12-31 13F ISHARES TR CORE S&P US GWT 464287671 1,780 -1,164 -39.54 248 -36.34 0.0297
2024-11-04 2024-09-30 13F ISHARES TR CORE S&P US GWT 464287671 2,944 -19 -0.64 388 2.92 0.0464
2024-08-09 2024-06-30 13F ISHARES TR CORE S&P US GWT 464287671 2,963 121 4.26 378 13.21 0.0488
2024-05-10 2024-03-31 13F ISHARES TR CORE S&P US GWT 464287671 2,842 -33 -1.15 333 11.37 0.0437
2024-01-30 2023-12-31 13F ISHARES TR CORE S&P US GWT 464287671 2,875 -40 -1.37 299 8.33 0.0420
2023-11-09 2023-09-30 13F ISHARES TR CORE S&P US GWT 464287671 2,915 -152 -4.96 276 -7.69 0.0436
2023-08-02 2023-06-30 13F ISHARES TR CORE S&P US GWT 464287671 3,067 -90 -2.85 299 6.79 0.0448
2023-05-11 2023-03-31 13F ISHARES TR CORE S&P US GWT 464287671 3,157 -41 -1.28 280 7.69 0.0454
2023-02-13 2022-12-31 13F ISHARES CORE S&P US GROWTH ETF ETF 464287671 3,198 29 0.92 261 2.36 0.0463
2022-11-14 2022-09-30 13F ISHARES CORE S&P US GROWTH ETF ETF 464287671 3,169 -646 -16.93 254 -20.38 0.0501
2022-10-11 2022-06-30 13F/A-1 ISHARES CORE S&P US GROWTH ETF ETF 464287671 3,815 -1,928 -33.57 319 -47.45 0.0612
2022-08-15 2022-06-30 13F ISHARES CORE S&P US GROWTH ETF ETF 464287671 3,504 -2,239 293 0.0356
2022-05-10 2022-03-31 13F ISHARES CORE S&P US GROWTH ETF ETF 464287671 5,743 -1,857 -24.43 607 -30.94 0.0865
2022-02-14 2021-12-31 13F ISHARES CORE S&P US GROWTH ETF ETF 464287671 7,600 -106 -1.38 879 11.41 0.1767
2021-11-12 2021-09-30 13F ISHARES CORE S&P US GROWTH ETF ETF 464287671 7,706 -1,677 -17.87 789 -16.77 0.1772
2021-08-16 2021-06-30 13F ISHARES CORE S&P US GROWTH ETF ETF 464287671 9,383 -3,277 -25.88 948 -17.49 0.2232
2021-05-18 2021-03-31 13F ISHARES CORE S&P US GROWTH ETF ETF 464287671 12,660 -383 -2.94 1,149 -0.69 0.3219
2021-02-11 2020-12-31 13F ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 13,043 -61 -0.47 1,157 10.40 0.3409
2020-12-01 2020-09-30 13F/A-1 ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 13,104 345 2.70 1,048 14.29 0.3767
2020-11-13 2020-09-30 13F ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 13,104 345 1,048 308,254.3334
2020-08-14 2020-06-30 13F ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 12,759 -1,561 -10.90 917 12.10 0.3623
2020-05-15 2020-03-31 13F ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 14,320 14,320 818 0.4411
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.