iShares Trust - iShares S&P 500 성장 ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionOarsman Capital, Inc.
Latest Disclosed Ownership3,818 shares
Latest Disclosed Value $ 431,854
Oarsman Capital, Inc. reports 28.08% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 27, 2026 - Oarsman Capital, Inc. filed a 13F-HR form disclosing ownership of 3,818 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $431,854 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,309 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -28.08% 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)
2026-04-27 2026-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,818 -1,491 -28.08 432 -34.10 0.0536
2026-02-13 2025-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 5,309 2,391 81.94 654 85.80 0.0849
2025-11-21 2025-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 2,918 -70 -2.34 352 7.32 0.0494
2025-08-01 2025-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 2,988 -59 -1.94 329 16.31 0.0516
2025-05-14 2025-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,047 -531 -14.84 283 -22.31 0.0508
2025-02-13 2024-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,578 -125 -3.38 363 2.54 0.0633
2024-11-08 2024-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,703 174 4.93 355 8.59 0.0653
2024-08-12 2024-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,529 74 2.14 327 12.03 0.0715
2024-05-15 2024-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,455 52 1.53 292 14.12 0.0697
2024-02-16 2023-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,403 70 2.10 256 11.84 0.0678
2023-10-27 2023-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,333 -52 -1.54 228 -4.20 0.0953
2023-08-10 2023-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,385 30 0.89 239 11.21 0.1044
2023-05-11 2023-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,355 -95 -2.75 214 6.47 0.1002
2023-02-09 2022-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,450 -143 -3.98 202 -3.37 0.1030
2022-11-10 2022-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,593 3,593 208 0.1115
2022-08-10 2022-06-30 13F S&P 500 ETF 464287309 0 -2,918 -100.00 0 -100.00
2022-05-11 2022-03-31 13F S&P 500 ETF 464287309 2,918 73 2.57 223 -6.30 0.0871
2022-02-10 2021-12-31 13F S&P 500 ETF 464287309 2,845 117 4.29 238 17.82 0.0938
2021-11-12 2021-09-30 13F S&P 500 ETF 464287309 2,728 2,728 202 0.0818
2021-02-11 2020-12-31 13F S&P 500 ETF 464287309 0 -911 -100.00 0 -100.00
2020-11-12 2020-09-30 13F S&P 500 ETF 464287309 911 -77 -7.79 211 2.93 0.0951
2020-08-13 2020-06-30 13F S&P 500 ETF 464287309 988 988 205 0.1013
2018-05-14 2018-03-31 13F S&P 500 ETF 464287309 0 -1,409 -100.00 0 -100.00
2018-02-08 2017-12-31 13F S&P 500 ETF 464287309 1,409 0 0.00 215 6.44 0.0925
2017-11-13 2017-09-30 13F S&P 500 ETF 464287309 1,409 1,409 202 0.0854
2015-11-10 2015-09-30 13F S&P 500 ETF 464287309 0 -1,994 -100.00 0 -100.00
2015-08-13 2015-06-30 13F S&P 500 ETF 464287309 1,994 -65 -3.16 227 -3.40 0.1548
2015-05-14 2015-03-31 13F S&P 500 ETF 464287309 2,059 0 0.00 235 2.17 0.1623
2015-02-06 2014-12-31 13F S&P 500 ETF 464287309 2,059 -45 -2.14 230 2.22 0.1658
2014-11-06 2014-09-30 13F S&P 500 ETF 464287309 2,104 -310 -12.84 225 -11.42 0.1659
2014-08-08 2014-06-30 13F S&P 500 ETF 464287309 2,414 -163 -6.33 254 -1.17 0.1843
2014-04-25 2014-03-31 13F S&P 500 ETF 464287309 2,577 60 2.38 257 3.21 0.1984
2014-02-06 2013-12-31 13F S&P 500 ETF 464287309 2,517 12 0.48 249 11.16 0.1999
2013-11-13 2013-09-30 13F S&P 500 ETF 464287309 2,505 0 0.00 224 6.67 0.1956
2013-08-08 2013-06-30 13F S&P 500 ETF 464287309 2,505 2,505 210 0.1987
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.