iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionCornerstone Advisory, LLC
Latest Disclosed Ownership14,085 shares
Latest Disclosed Value $ 1,593,109
Cornerstone Advisory, LLC reports 0.01% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 4, 2026 - Cornerstone Advisory, LLC filed a 13F-HR form disclosing ownership of 14,085 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $1,593,109 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 14,086 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -0.01% during the quarter.

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)
2026-05-04 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,085 -1 -0.01 1,593 -8.24 0.1508
2026-01-28 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,086 -75 -0.53 1,736 1.58 0.1656
2025-11-07 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,161 11 0.08 1,709 9.76 0.1679
2025-07-30 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,150 -178 -1.24 1,558 12.99 0.1673
2025-05-07 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,328 -134 -0.93 1,378 -10.64 0.1608
2025-02-18 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,462 12 0.08 1,542 11.50 0.1752
2024-11-12 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,450 -59 -0.41 1,384 3.06 0.1821
2024-08-14 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,509 1 0.01 1,343 9.55 0.1888
2024-05-08 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,508 0 0.00 1,225 12.49 0.1747
2024-02-13 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,508 -94 -0.64 1,090 9.01 0.1699
2023-11-14 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,602 -100 -0.68 999 -3.57 0.1748
2023-07-20 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,702 -146 -0.98 1,036 9.28 0.1820
2023-05-04 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,848 2 0.01 949 9.22 0.1708
2023-02-13 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,846 5 0.03 868 1.05 0.1711
2022-10-26 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,841 0 0.00 859 -4.13 0.1918
2022-08-02 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,841 -4,387 -22.82 896 -39.01 0.2050
2022-05-20 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 19,228 1 0.01 1,469 -8.70 0.2240
2022-02-23 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 19,227 -538 -2.72 1,609 10.13 0.2313
2021-11-16 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 19,765 -140 -0.70 1,461 0.90 0.2419
2021-08-16 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 19,905 2 0.01 1,448 11.73 0.2439
2021-05-13 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 19,903 -433 -2.13 1,296 -0.15 0.2453
2021-05-11 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 20,336 15,252 300.00 1,298 10.47 0.2627
2020-11-12 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,084 -44 -0.86 1,175 10.43 0.2741
2020-08-10 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,128 709 16.04 1,064 45.95 0.2776
2020-05-11 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,419 1,076 32.19 729 12.67 0.2216
2020-02-12 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,343 -117 -3.38 647 3.85 0.1340
2019-11-12 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,460 -582 -14.40 623 -13.95 0.1344
2019-08-08 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,042 -18 -0.44 724 3.43 0.1569
2019-05-08 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,060 -944 -18.86 700 -7.16 0.1540
2019-02-12 2018-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,004 -50 -0.99 754 -15.85 0.1978
2018-11-13 2018-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,054 524 11.57 896 21.57 0.2657
2018-08-09 2018-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,530 -517 -10.24 737 -5.87 0.2425
2018-05-10 2018-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,047 -915 -15.35 783 -14.05 0.2820
2018-02-09 2017-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,962 938 18.67 911 26.35 0.3122
2017-11-14 2017-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,024 -1,012 -16.77 721 -12.71 0.2440
2017-08-08 2017-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,036 0 0.00 826 4.03 0.2764
2017-05-15 2017-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,036 7 0.12 794 8.17 0.4009
2017-02-13 2016-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,029 18 0.30 734 0.41 0.5508
2016-11-10 2016-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,011 -100 -1.64 731 2.67 0.6002
2016-08-10 2016-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,111 10 0.16 712 0.71 0.5985
2016-05-16 2016-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,101 -76 -1.23 707 -1.12 0.6040
2016-03-03 2015-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,177 6,177 715 0.6157
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.