ISHARES S&P 500 GROWTH ETF
Reported by Signature Wealth Management Partners LLC
Reported 91,230 shares, up 5,160 (6.0%) from the prior quarter.
Reported value 9.6%; share count 6.0% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 4764000 |
| 2022-03-31 | 4866000 |
| 2022-06-30 | 4058000 |
| 2022-09-30 | 4482000 |
| 2022-12-31 | 5078806 |
| 2023-03-31 | 5510428 |
| 2023-06-30 | 6752015 |
| 2023-09-30 | 6484536 |
| 2023-12-31 | 7238326 |
| 2024-03-31 | 8053182 |
| 2024-06-30 | 8937383 |
| 2024-09-30 | 9142911 |
| 2024-12-31 | 9903037 |
| 2025-03-31 | 9544176 |
| 2025-06-30 | 11173306 |
| 2025-09-30 | 12546725 |
| 2025-12-31 | 13799423 |
| 2026-03-31 | 13381501 |
| 2026-06-30 | 11837166 |
| 2026-09-30 | 12978378 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 91,230 | +5,160 (6.0%) | 5.54% | $12,978,378 | 2026-10-21 | |
| Q2 2026 | Reduced | 86,070 | -32,235 (-27.2%) | 5.52% | $11,837,166 | 2026-07-29 | |
| Q1 2026 | Added | 118,305 | +6,351 (5.7%) | 6.71% | $13,381,501 | 2026-04-21 | |
| Q4 2025 | Added | 111,954 | +8,022 (7.7%) | 6.82% | $13,799,423 | 2026-02-02 | |
| Q3 2025 | Added | 103,932 | +2,449 (2.4%) | 6.57% | $12,546,725 | 2025-10-23 | |
| Q2 2025 | Reduced | 101,483 | -1,330 (-1.3%) | 6.39% | $11,173,306 | 2025-07-22 | |
| Q1 2025 | Added | 102,813 | +5,275 (5.4%) | 6.25% | $9,544,176 | 2025-05-08 | |
| Q4 2024 | Added | 97,538 | +2,051 (2.1%) | 6.8% | $9,903,037 | 2025-01-23 | |
| Q3 2024 | Reduced | 95,487 | -1,092 (-1.1%) | 6.62% | $9,142,911 | 2024-10-25 | |
| Q2 2024 | Added | 96,579 | +1,207 (1.3%) | 6.79% | $8,937,383 | 2024-07-15 | |
| Q1 2024 | Reduced | 95,372 | -1,010 (-1.0%) | 6.55% | $8,053,182 | 2024-04-26 | |
| Q4 2023 | Added | 96,382 | +1,607 (1.7%) | 6.34% | $7,238,326 | 2024-01-19 | |
| Q3 2023 | Reduced | 94,775 | -1,025 (-1.1%) | 6.34% | $6,484,536 | 2023-10-24 | |
| Q2 2023 | Added | 95,800 | +9,551 (11.1%) | 6.26% | $6,752,015 | 2023-07-24 | |
| Q1 2023 | Reduced | 86,249 | -568 (-0.7%) | 5.11% | $5,510,428 | 2023-05-03 | |
| Q4 2022 | Added | 86,817 | +9,343 (12.1%) | 5.0% | $5,078,806 | 2023-02-06 | |
| Q3 2022 | Added | 77,474 | +10,239 (15.2%) | 4.94% | $4,482,000 | 2022-11-01 | |
| Q2 2022 | Added | 67,235 | +3,526 (5.5%) | 4.16% | $4,058,000 | 2022-07-22 | |
| Q1 2022 | Added | 63,709 | +6,774 (11.9%) | 4.15% | $4,866,000 | 2022-05-10 | |
| Q4 2021 | Added | 56,935 | +1,098 (2.0%) | 4.04% | $4,764,000 | 2022-01-19 | |
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Who else reported the position
1273 managers reported ISHARES S&P 500 GROWTH ETF for Q3 2026 so far.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | Added | 3,872,744 | +3,989 | 3.37% | $550,937,000 | 29 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Reduced | 2,676,115 | -408,671 | 0.49% | $380,704,153 | 36 qtrs |
| SOFI WEALTH LLC | Added | 2,362,672 | +13,621 | 12.99% | $336,113,760 | 8 qtrs |
| HB Wealth Management LLC | Reduced | 2,112,741 | -87,964 | 1.54% | $300,558,491 | 20 qtrs |
| JB Capital LLC | Added | 1,306,993 | +11,367 | 6.35% | $185,932,855 | 14 qtrs |
| TRUIST FINANCIAL CORPORATION | Added | 1,167,274 | +24,666 | 0.2% | $166,056,354 | 54 qtrs |
| Calamos Wealth Management LLC | Added | 1,148,900 | +1,285 | 4.66% | $163,442,469 | 46 qtrs |
| Cambridge Investment Research Advisors Inc | Added | 1,130,737 | +9,616 | 0.36% | $160,859,000 | 54 qtrs |
| LVZ Inc | Reduced | 1,023,969 | -12,933 | 14.94% | $145,669,835 | 51 qtrs |
| Kestra Advisory Services LLC | Added | 1,011,319 | +149,886 | 0.41% | $143,870,222 | 25 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2026
- Filed
- October 21, 2026
- Filing type
- 13F-HR
- Position type
- S&P 500 GRWT ETF
Voting authority reported
- Sole
- 91,230
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.