iShares Trust - iShares S&P 500 Growth ETF
US ˙ ARCA ˙ US4642873099

SecurityIVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionCertified Advisory Corp
Latest Disclosed Ownership25,236 shares
Latest Disclosed Value $ 2,854,401
Certified Advisory Corp reports 3.71% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 25,236 shares of iShares Trust - iShares S&P 500 Growth ETF (US:IVW) valued at $2,854,444 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 24,334 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 3.71% during the quarter. The current value of the position is $3,533,040 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)
2026-04-17 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 25,236 902 3.71 2,854 -4.83 0.2560
2026-01-12 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 24,334 -589 -2.36 2,999 -0.30 0.2733
2025-11-13 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 24,923 -317 -1.26 3,009 8.28 0.2857
2025-08-14 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 25,240 -1,045 -3.98 2,779 13.85 0.2888
2025-05-08 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 26,285 48 0.18 2,440 -8.37 0.2763
2025-01-15 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 26,237 -976 -3.59 2,664 2.23 0.2891
2024-11-12 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 27,213 -87 -0.32 2,606 3.13 0.2887
2024-08-13 2024-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 27,300 -564 -2.02 2,526 7.40 0.3169
2024-05-10 2024-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 27,864 -39 -0.14 2,353 12.27 0.3283
2024-02-09 2023-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 27,903 -1,213 -4.17 2,096 5.17 0.3179
2023-11-13 2023-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 29,116 -740 -2.48 1,992 -5.32 0.3663
2023-08-14 2023-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 29,856 -3,182 -9.63 2,104 -0.28 0.3869
2023-05-17 2023-03-31 13F/A-1 ISHARES S&P 500 GROWTH ETF ETF 464287309 33,038 -10,389 -23.92 2,111 -16.93 0.3752
2023-05-15 2023-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 33,038 -10,389 2,111 0.3751
2023-02-15 2022-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 43,427 16,619 61.99 2,540 63.77 0.5021
2022-11-14 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 26,808 7,310 37.49 1,551 31.78 0.3539
2022-08-15 2022-06-30 13F ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 19,498 1,774 10.01 1,177 -13.07 0.2624
2022-05-13 2022-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 17,724 -881 -4.74 1,354 -13.04 0.2877
2022-02-14 2021-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 18,605 -118 -0.63 1,557 12.50 0.3434
2021-11-15 2021-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 18,723 -890 -4.54 1,384 -2.95 0.3362
2021-08-16 2021-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 19,613 -401 -2.00 1,426 9.44 0.3584
2021-05-10 2021-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 20,014 6,523 48.35 1,303 -53.45 0.3378
2020-07-27 2020-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 13,491 202 1.52 2,799 27.63 0.9258
2020-04-27 2020-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 13,289 -372 -2.72 2,193 -17.09 0.8668
2020-01-29 2019-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 13,661 89 0.66 2,645 8.27 0.8454
2019-11-12 2019-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 13,572 74 0.55 2,443 0.99 0.8487
2019-08-07 2019-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 13,498 -219 -1.60 2,419 2.33 0.8994
2019-05-07 2019-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 13,717 5,920 75.93 2,364 101.19 0.9930
2019-02-04 2018-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 7,797 1,632 26.47 1,175 7.60 0.6096
2018-11-13 2018-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 6,165 -38 -0.61 1,092 8.23 0.5051
2018-08-13 2018-06-30 13F ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 6,203 -183 -2.87 1,009 1.92 0.5611
2018-04-30 2018-03-31 13F ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 6,386 -228 -3.45 990 -1.98 0.5868
2018-02-22 2017-12-31 13F ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 6,614 6,614 1,010 0.7259
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.