iShares Trust - iShares Russell 2000 Growth ETF
US ˙ ARCA ˙ US4642876480

SecurityIWO / iShares Trust - iShares Russell 2000 Growth ETF
InstitutionCwm, Llc
Latest Disclosed Ownership19,864 shares
Latest Disclosed Value $ 6,233,421
Cwm, Llc reports 1.78% decrease in ownership of IWO / iShares Trust - iShares Russell 2000 Growth ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 19,864 shares of iShares Trust - iShares Russell 2000 Growth ETF (US:IWO) valued at $6,233,522 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 20,224 shares of iShares Trust - iShares Russell 2000 Growth ETF. This represents a change in shares of -1.78% during the quarter. The current value of the position is $7,488,529 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 RUS 2000 GRW ETF 464287648 19,864 -360 -1.78 6,233 103,783.33 0.0162
2026-01-26 2025-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 20,224 4,347 27.38 7 20.00 0.0177
2025-10-15 2025-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 15,877 -102 -0.64 5 25.00 0.0153
2025-07-25 2025-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 15,979 -420 -2.56 5 0.00 0.0161
2025-05-01 2025-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 16,399 -61 -0.37 4 0.00 0.0167
2025-02-04 2024-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 16,460 90 0.55 5 0.00 0.0197
2024-10-08 2024-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 16,370 -146 -0.88 5 0.00 0.0200
2024-07-10 2024-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 16,516 -121 -0.73 4 0.00 0.0204
2024-04-05 2024-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 16,637 1,829 12.35 5 33.33 0.0219
2024-02-01 2023-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 14,808 -7,029 -32.19 4 -25.00 0.0201
2023-10-11 2023-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 21,837 6,062 38.43 5 33.33 0.0300
2023-08-03 2023-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 15,775 3,421 27.69 4 50.00 0.0237
2023-05-01 2023-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 12,354 -165 -1.32 3 0.00 0.0189
2023-02-01 2022-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 12,519 -592 -4.52 3 -99.93 0.0198
2022-10-27 2022-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 13,111 -2 -0.02 2,709 0.15 0.0215
2022-07-28 2022-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 13,113 -1,837 -12.29 2,705 -29.24 0.0210
2022-04-21 2022-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 14,950 248 1.69 3,823 -11.26 0.0271
2022-01-31 2021-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 14,702 1,375 10.32 4,308 3.71 0.0303
2021-09-15 2021-06-30 13F/A-1 ISHARES TR RUS 2000 GRW ETF 464287648 13,327 0 0.00 4,154 0.00 0.0331
2021-07-29 2021-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 13,327 0 4,154 0.0331
2021-09-15 2021-03-31 13F/A-1 ISHARES TR RUS 2000 GRW ETF 464287648 13,327 0 0.00 4,154 0.00 0.0331
2021-04-27 2021-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 13,302 -25 4,000 0.0352
2021-09-15 2020-12-31 13F/A-1 ISHARES TR RUS 2000 GRW ETF 464287648 13,327 0 0.00 4,154 0.00 0.0331
2021-01-27 2020-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 13,380 53 3,836 0.0360
2021-09-15 2020-09-30 13F/A-1 ISHARES TR RUS 2000 GRW ETF 464287648 13,327 0 0.00 4,154 0.00 0.0331
2020-10-19 2020-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 12,941 -386 2,867 0.0319
2021-09-15 2020-06-30 13F/A-1 ISHARES TR RUS 2000 GRW ETF 464287648 13,327 0 0.00 4,154 0.00 0.0331
2020-07-22 2020-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 12,829 -498 2,654 0.0315
2021-09-15 2020-03-31 13F/A-1 ISHARES TR RUS 2000 GRW ETF 464287648 13,327 0 0.00 4,154 0.00 0.0331
2020-04-28 2020-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 14,226 899 2,250 0.0335
2021-09-14 2019-12-31 13F/A-1 ISHARES TR RUS 2000 GRW ETF 464287648 13,327 0 0.00 4,154 0.00 0.0331
2020-01-27 2019-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 17,897 4,570 3,834 0.0490
2021-09-14 2019-09-30 13F/A-1 ISHARES TR RUS 2000 GRW ETF 464287648 13,327 0 0.00 4,154 0.00 0.0331
2019-10-22 2019-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 15,369 2,042 2,964 0.0431
2021-09-14 2019-06-30 13F/A-1 ISHARES TR RUS 2000 GRW ETF 464287648 13,327 0 0.00 4,154 0.00 0.0331
2019-07-31 2019-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 15,568 2,241 3,127 0.0517
2021-09-02 2019-03-31 13F/A-1 ISHARES TR RUS 2000 GRW ETF 464287648 13,327 -6,700 -33.45 4,154 23.48 0.0331
2019-04-22 2019-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 16,826 -3,201 3,309 0.0664
2019-01-25 2018-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 20,027 -5,318 -20.98 3,364 -38.29 0.0840
2018-10-29 2018-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 25,345 19,584 339.94 5,451 363.13 0.1392
2018-07-31 2018-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 5,761 5,215 955.13 1,177 1,031.73 0.0387
2018-04-26 2018-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 546 0 0.00 104 1.96 0.0041
2018-01-16 2017-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 546 0 0.00 102 4.08 0.0045
2017-10-16 2017-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 546 0 0.00 98 6.52 0.0046
2017-07-17 2017-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 546 -504 -48.00 92 -45.88 0.0047
2017-04-17 2017-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 1,050 374 55.33 170 63.46 0.0096
2017-01-19 2016-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 676 -30 -4.25 104 -0.95 0.0064
2016-10-17 2016-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 706 560 383.56 105 425.00 0.0072
2016-07-21 2016-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 146 -21 -12.57 20 -9.09 0.0015
2016-04-18 2016-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 167 -579 -77.61 22 -78.85 0.0019
2016-02-01 2015-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 746 130 21.10 104 25.30 0.0102
2015-10-30 2015-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 616 616 83 0.0084
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.