iShares Trust - iShares Russell 1000 Growth ETF
US ˙ ARCA ˙ US4642876142

SecurityIWF / iShares Trust - iShares Russell 1000 Growth ETF
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership12,535 shares
Latest Disclosed Value $ 5,345,054
AE Wealth Management LLC reports 28.75% decrease in ownership of IWF / iShares Trust - iShares Russell 1000 Growth ETF

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 12,535 shares of iShares Trust - iShares Russell 1000 Growth ETF (US:IWF) valued at $5,344,924 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 17,593 shares of iShares Trust - iShares Russell 1000 Growth ETF. This represents a change in shares of -28.75% during the quarter. The current value of the position is $1,587,307 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)
2026-05-13 2026-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 12,535 -5,058 -28.75 5,345 -35.81 0.0008
2026-01-26 2025-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 17,593 2,116 13.67 8,327 14.87 0.0478
2025-11-03 2025-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 15,477 213 1.40 7,249 11.87 0.0462
2025-08-06 2025-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 15,264 4,253 38.63 6,481 63.02 0.0474
2025-05-06 2025-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 11,011 -7,879 -41.71 3,976 -47.59 0.0334
2025-02-13 2024-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 18,890 -3,031 -13.83 7,586 -7.81 0.0644
2024-11-14 2024-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 21,921 8,044 57.97 8,229 62.67 0.0746
2024-08-12 2024-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 13,877 3,371 32.09 5,058 42.84 0.0506
2024-05-15 2024-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 10,506 -55,729 -84.14 3,541 -83.04 0.0400
2024-02-14 2023-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 66,235 -1,987 -2.91 20,879 15.06 0.1066
2023-10-11 2023-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 68,222 -38,692 -36.19 18,146 -38.32 0.1085
2023-07-10 2023-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 106,914 51,614 93.33 29,421 117.75 0.1769
2023-04-14 2023-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 55,300 14,494 35.52 13,512 54.55 0.0870
2023-01-31 2022-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 40,806 2,181 5.65 8,742 7.57 0.0632
2022-10-25 2022-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 38,625 1,324 3.55 8,127 -0.38 0.0644
2022-08-03 2022-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 37,301 -4,391 -10.53 8,158 -29.52 0.0653
2022-04-18 2022-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 41,692 7,394 21.56 11,575 10.44 0.0794
2022-01-20 2021-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 34,298 -18,361 -34.87 10,481 -27.37 0.0731
2021-11-01 2021-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 52,659 30,547 138.15 14,431 140.40 0.1189
2021-07-21 2021-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 22,112 -28,738 -56.52 6,003 -51.43 0.0524
2021-04-27 2021-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 50,850 27,742 120.05 12,359 121.81 0.1248
2021-02-01 2020-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 23,108 4,903 26.93 5,572 41.13 0.0632
2020-11-06 2020-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 18,205 -113,769 -86.21 3,948 -84.41 0.0563
2020-08-05 2020-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 131,974 111,838 555.41 25,332 734.94 0.3915
2020-05-07 2020-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 20,136 -16,326 -44.78 3,034 -52.70 0.0697
2020-01-15 2019-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 36,462 22,453 160.28 6,414 186.85 0.1392
2019-11-05 2019-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 14,009 -3,422 -19.63 2,236 -18.48 0.0646
2019-07-22 2019-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 17,431 2,133 13.94 2,743 18.49 0.0824
2019-05-14 2019-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 15,298 -1,804 -10.55 2,315 3.39 0.1609
2019-02-14 2018-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 17,102 -61 -0.36 2,239 -16.36 0.3833
2018-11-13 2018-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 17,163 8,192 91.32 2,677 107.52 0.1473
2018-08-14 2018-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 8,971 733 8.90 1,290 15.08 0.0878
2018-05-14 2018-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 8,238 2,612 46.43 1,121 47.89 0.0865
2018-02-06 2017-12-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 5,626 -2,400 -29.90 758 -24.50 0.0669
2017-11-08 2017-09-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 8,026 512 6.81 1,004 12.30 0.0932
2017-08-11 2017-06-30 13F ISHARES TR RUS 1000 GRW ETF 464287614 7,514 2,583 52.38 894 59.36 0.1067
2017-05-10 2017-03-31 13F ISHARES TR RUS 1000 GRW ETF 464287614 4,931 4,931 561 0.1040
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.