iShares Trust - iShares Russell 2000 Growth ETF
US ˙ ARCA ˙ US4642876480

SecurityIWO / iShares Trust - iShares Russell 2000 Growth ETF
InstitutionIntellectus Partners, LLC
Latest Disclosed Ownership2,328 shares
Latest Disclosed Value $ 730,545
Intellectus Partners, LLC ownership in IWO / iShares Trust - iShares Russell 2000 Growth ETF

On April 10, 2026 - Intellectus Partners, LLC filed a 13F-HR form disclosing ownership of 2,328 shares of iShares Trust - iShares Russell 2000 Growth ETF (US:IWO) valued at $730,550 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 8, 2019 disclosing 0 shares of iShares Trust - iShares Russell 2000 Growth ETF. The current value of the position is $891,391 USD.

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.

Upgrade to unlock premium data and export to Excel .

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 TR RUS 2000 GRW ETF 464287648 2,328 2,328 731 0.1491
2019-08-08 2019-06-30 13F iShares Russell ETF 464287648 0 -1,612 -100.00 0 -100.00 0.0000
2019-05-15 2019-03-31 13F iShares Russell ETF 464287648 1,612 1,612 317 136,357.5752
2019-02-14 2018-12-31 13F iShares Russell Equity 464287648 0 -1,402 -100.00 0 -100.00 0.0000
2018-11-15 2018-09-30 13F iShares Russell Equity 464287648 1,402 0 0.00 302 5.59 105,489.6536
2018-08-14 2018-06-30 13F iShares Russell ETF 464287648 1,402 0 0.00 286 7.12 104,328.5401
2018-05-15 2018-03-31 13F iShares Russell Equity 464287648 1,402 0 0.00 267 1.91 91,728.9358
2018-02-13 2017-12-31 13F iShares Russell ETF 464287648 1,402 0 0.00 262 4.38 97,775.7874
2017-11-14 2017-09-30 13F iShares Russell ETF 464287648 1,402 1,392 13,920.00 251 12,450.00 104,007.3924
2017-02-14 2016-12-31 13F iShares Russell Equity 464287648 10 2
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.