iShares Trust - iShares Core S&P 500 ETF
US ˙ ARCA ˙ US4642872000

SecurityIVV / iShares Trust - iShares Core S&P 500 ETF
InstitutionAcima Private Wealth, Llc
Latest Disclosed Ownership43,808 shares
Latest Disclosed Value $ 28,615,824
Acima Private Wealth, Llc reports 1.99% increase in ownership of IVV / iShares Trust - iShares Core S&P 500 ETF

On April 6, 2026 - Acima Private Wealth, Llc filed a 13F-HR form disclosing ownership of 43,808 shares of iShares Trust - iShares Core S&P 500 ETF (US:IVV) valued at $28,615,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 42,953 shares of iShares Trust - iShares Core S&P 500 ETF. This represents a change in shares of 1.99% during the quarter. The current value of the position is $33,173,608 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)
2026-04-06 2026-03-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 43,808 855 1.99 28,616 -2.74 8.9810
2026-01-15 2025-12-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 42,953 -747 -1.71 29,420 0.59 9.1301
2025-11-10 2025-09-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 43,700 1,442 3.41 29,248 11.48 9.1581
2025-07-24 2025-06-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 42,258 148 0.35 26,238 10.89 8.9413
2025-05-09 2025-03-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 42,110 5,524 15.10 23,661 9.86 8.4912
2025-02-05 2024-12-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 36,586 -2,538 -6.49 21,537 -4.56 7.2496
2024-11-12 2024-09-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 39,124 409 1.06 22,567 6.52 7.5636
2024-07-30 2024-06-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 38,715 -115 -0.30 21,186 3.79 7.7839
2024-05-14 2024-03-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 38,830 -912 -2.29 20,414 7.54 7.5263
2024-02-29 2023-12-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 39,742 4,596 13.08 18,982 25.77 7.4112
2024-02-29 2023-09-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 35,146 17,224 96.11 15,093 88.93 6.7146
2024-02-29 2023-06-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 17,922 -367 -2.01 7,988 6.25 3.8230
2024-02-29 2023-03-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 18,289 416 2.33 7,518 9.50 3.6916
2024-02-29 2022-12-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 17,873 374 2.14 6,867 9.40 3.5203
2024-02-29 2022-09-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 17,499 0 0.00 6,276 -5.40 3.2258
2024-02-29 2022-06-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 17,499 1,372 8.51 6,635 -9.33 3.3114
2022-05-02 2022-03-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 16,127 1,492 10.19 7,317 4.81 3.3794
2022-03-10 2021-12-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 14,635 2,009 15.91 6,981 28.33 3.0036
2021-11-09 2021-09-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 12,626 -416 -3.19 5,440 -2.98 2.5001
2021-08-13 2021-06-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 13,042 -290 -2.18 5,607 5.71 2.5735
2021-05-14 2021-03-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 13,332 190 1.45 5,304 7.52 2.6064
2021-05-14 2020-12-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 13,142 179 1.38 4,933 13.25 2.5546
2021-05-14 2020-09-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 12,963 1,589 13.97 4,356 23.68 2.6267
2021-05-14 2020-06-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 11,374 797 7.54 3,522 28.87 2.2751
2020-05-01 2020-03-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 10,577 9,714 1,125.61 2,733 879.57 2.1048
2020-01-24 2019-12-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 863 0 0.00 279 8.56 0.1928
2019-10-30 2019-09-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 863 0 0.00 257 1.18 0.1964
2019-07-23 2019-06-30 13F ISHARES CORE S&P 500 ETF ETF 464287200 863 0 0.00 254 3.25 0.2003
2019-05-06 2019-03-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 863 266 44.56 246 64.00 0.2105
2019-02-07 2018-12-31 13F ISHARES CORE S&P 500 ETF ETF 464287200 597 597 150 0.1469
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.