iShares Trust - iShares S&P 500 성장 ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionCsenge Advisory Group
Latest Disclosed Ownership230,137 shares
Latest Disclosed Value $ 26,030,806
Csenge Advisory Group reports 1.87% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 30, 2026 - Csenge Advisory Group filed a 13F-HR form disclosing ownership of 230,137 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $26,030,806 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 234,534 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -1.87% 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)
2026-04-30 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 230,137 -4,397 -1.87 26,031 -9.96 1.1914
2026-02-06 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 234,534 -9,679 -3.96 28,909 -1.94 1.3077
2025-10-28 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 244,213 -5,563 -2.23 29,481 13.95 1.4076
2025-08-06 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 249,776 -4,093 -1.61 25,872 15.20 1.3612
2025-05-05 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 253,869 -4,184 -1.62 22,457 -14.29 1.2737
2025-01-30 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 258,053 -19,515 -7.03 26,200 -2.59 1.4223
2024-11-13 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 277,568 -10,043 -3.49 26,896 1.06 1.4025
2024-07-10 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 287,611 13,738 5.02 26,615 15.09 1.5104
2024-05-03 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 273,873 44,218 19.25 23,126 34.08 1.2949
2024-02-13 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 229,655 9,898 4.50 17,247 14.71 1.0746
2023-11-01 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 219,757 41,215 23.08 15,036 19.49 1.0241
2023-07-20 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 178,542 83,449 87.76 12,584 107.13 0.8437
2023-05-01 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 95,093 -75,135 -44.14 6,076 -38.99 0.4386
2023-02-10 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 170,228 -1,576 -0.92 9,958 110,544.44 0.7715
2022-10-04 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 171,804 -238 -0.14 10 -10.00 0.8247
2022-07-27 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 172,042 -14,793 -7.92 10 -28.57 0.8698
2022-05-09 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 186,835 27,800 17.48 14 27.27 1.1294
2022-02-10 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 159,035 -1,245 -0.78 12 0.00 1.0327
2021-10-20 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 160,280 1,245 0.78 12 0.00 1.0081
2021-07-21 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 159,035 -12,841 -7.47 12 0.00 1.0314
2021-04-28 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 171,876 -5,194 -2.93 12 0.00 1.2114
2021-01-26 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 177,070 132,826 300.21 11 10.00 1.3489
2020-11-09 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 44,244 -13,441 -23.30 10 -99.92 1.3951
2020-07-17 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 57,685 57,685 11,969 1.7186
2018-11-19 2018-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 0 -2,306 -100.00 0 -100.00
2018-08-10 2018-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,306 -4,895 -67.98 375 -66.43 0.1378
2018-05-10 2018-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,201 4,787 198.30 1,117 202.71 0.3877
2018-02-15 2017-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,414 -11,603 -82.78 369 -81.64 0.1319
2017-10-31 2017-09-30 13F ISHARES TR Common Stock 464287309 14,017 14,017 2,010 0.7947
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.