iShares Trust - iShares S&P 500 성장 ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionFirst Bank & Trust
Latest Disclosed Ownership2,184 shares
Latest Disclosed Value $ 247,032
First Bank & Trust ownership in IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 10, 2026 - First Bank & Trust filed a 13F-HR form disclosing ownership of 2,184 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $247,032 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 2,184 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 0.00% 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)
2026-04-10 2026-03-31 13F iShares SandP 500 Grth Equities 464287309 2,184 0 0.00 247 -8.18 0.0306
2026-01-12 2025-12-31 13F iShares SandP 500 Grth Equities 464287309 2,184 0 0.00 269 2.28 0.0341
2025-10-10 2025-09-30 13F iShares SandP 500 Grth Equities 464287309 2,184 0 0.00 264 9.58 0.0444
2025-07-09 2025-06-30 13F iShares SP 500 Grth Equities 464287309 2,184 -342 -13.54 240 2.56 0.0429
2025-04-28 2025-03-31 13F iShares SP 500 Grth Equities 464287309 2,526 0 0.00 234 -8.59 0.0454
2025-02-03 2024-12-31 13F iShares S&P 500 Grth Equities 464287309 2,526 342 15.66 256 22.49 0.0492
2024-10-24 2024-09-30 13F iShares S&P 500 Grth Equities 464287309 2,184 0 0.00 209 3.47 0.0397
2024-07-09 2024-06-30 13F iShares S&P 500 Grth Equities 464287309 2,184 2,184 202 0.0412
2022-10-28 2022-09-30 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 0 -2,184 -100.00 0 -100.00
2022-07-22 2022-06-30 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 2,184 -276 -11.22 132 -29.79 0.0429
2022-04-29 2022-03-31 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 2,460 0 0.00 188 -8.74 0.0419
2022-02-01 2021-12-31 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 2,460 0 0.00 206 13.19 0.0866
2021-10-18 2021-09-30 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 2,460 0 0.00 182 1.68 0.0831
2021-08-10 2021-06-30 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 2,460 0 0.00 179 11.88 0.0864
2021-04-14 2021-03-31 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 2,460 0 0.00 160 1.91 0.0805
2021-01-27 2020-12-31 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 2,460 1,845 300.00 157 10.56 0.0994
2020-10-26 2020-09-30 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 142 10.94 0.0943
2020-08-05 2020-06-30 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 128 25.49 0.0963
2020-04-14 2020-03-31 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 102 -14.29 0.0918
2020-01-31 2019-12-31 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 119 7.21 0.0866
2019-10-17 2019-09-30 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 111 0.91 0.0837
2019-07-26 2019-06-30 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 110 3.77 0.0877
2019-04-15 2019-03-31 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 106 13.98 0.0827
2019-01-28 2018-12-31 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 93 -13.89 0.0789
2018-10-10 2018-09-30 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 108 8.00 0.0813
2018-07-31 2018-06-30 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 100 5.26 0.0767
2018-04-20 2018-03-31 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 95 1.06 0.0763
2018-01-18 2017-12-31 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 94 6.82 0.0740
2017-10-25 2017-09-30 13F ISHARES S&P 500 GROWTH ETF-DOMESTIC STOCK 464287309 615 0 0.00 88 4.76 0.0717
2017-07-31 2017-06-30 13F ISHARES S&P 500 GROWTH COMMON STOCK 464287309 615 0 0.00 84 3.70 0.0712
2017-04-27 2017-03-31 13F ISHARES S&P 500 GROWTH COMMON STOCK 464287309 615 0 0.00 81 8.00 0.0700
2017-01-19 2016-12-31 13F ISHARES S&P 500 GROWTH COMMON STOCK 464287309 615 615 75 0.0685
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.