iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionVeracity Capital LLC
Latest Disclosed Ownership12,891 shares
Latest Disclosed Value $ 1,458,121
Veracity Capital LLC reports 0.96% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 9, 2026 - Veracity Capital LLC filed a 13F-HR form disclosing ownership of 12,891 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $1,458,121 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 12,768 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 0.96% 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)
2026-04-09 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 12,891 123 0.96 1,458 -7.31 0.5209
2026-01-29 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 12,768 -1,257 -8.96 1,574 -7.09 0.4632
2025-10-08 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,025 -141 -1.00 1,693 8.60 0.5400
2025-07-09 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,166 36 0.25 1,560 18.92 0.5337
2025-04-10 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,130 232 1.67 1,312 -7.09 0.5080
2025-01-17 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,898 563 4.22 1,411 10.58 0.5092
2024-10-18 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,335 -282 -2.07 1,277 1.27 0.4839
2024-07-22 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,617 -702 -4.90 1,260 4.22 0.5246
2024-04-19 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,319 -1,581 -9.94 1,209 1.26 0.4697
2024-01-22 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 15,900 -462 -2.82 1,194 6.70 0.4784
2023-10-25 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 16,362 1,294 8.59 1,119 5.47 0.5194
2023-07-20 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 15,068 -1,875 -11.07 1,062 -1.94 0.4506
2023-04-06 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 16,943 160 0.95 1,082 10.30 0.4996
2023-01-17 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 16,783 207 1.25 982 2.29 0.4706
2022-10-17 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 16,576 -6,012 -26.62 959 -29.64 0.5226
2022-07-18 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 22,588 6,389 39.44 1,363 10.19 0.7254
2022-04-18 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 16,199 8,898 121.87 1,237 102.45 0.5138
2022-01-31 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,301 785 12.05 611 26.76 0.2452
2021-10-13 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,516 -367 -5.33 482 -3.79 0.2067
2021-08-24 2021-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 6,883 0 0.00 501 11.83 0.1162
2021-07-22 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,883 0 501 0.2035
2021-09-10 2021-03-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 6,883 -387 -5.32 448 -3.45 0.2049
2021-04-12 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,883 -387 448 0.1787
2021-09-10 2020-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 7,270 -2,783 -27.68 464 -80.03 0.2409
2021-01-25 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,270 -2,783 464 0.2247
2021-09-10 2020-09-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 10,053 -2,965 -22.78 2,323 -13.99 1.3041
2020-10-21 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 10,053 -2,965 2,323 1.2285
2021-09-10 2020-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 13,018 -13,807 -51.47 2,701 -38.99 1.5589
2020-07-13 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,018 -13,807 2,701 1.4687
2020-05-07 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 26,825 -2,976 -9.99 4,427 -23.29 1.2786
2020-05-07 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 29,801 29,801 5,771 1.4918
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.