iShares Trust - iShares Core S&P Mid-Cap ETF
US ˙ ARCA ˙ US4642875078

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionGenWealth Group, Inc.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
GenWealth Group, Inc. closes position in IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On May 11, 2026 - GenWealth Group, Inc. filed a 13F-HR form disclosing ownership of 0 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 415,644 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. The current value of the position is $0 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.

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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)
2026-05-11 2026-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 0 -100.00 0
2026-01-12 2025-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 415,644 17,832 4.48 28,580 10.08 4.8729
2025-11-14 2025-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 397,812 -13,164 -3.20 25,961 1.86 4.8339
2025-07-16 2025-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 410,976 410,976 25,489 5.1402
2025-04-10 2025-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 0 -304,374 -100.00 0 -100.00
2025-01-15 2024-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 304,374 5,248 1.75 18,966 1.74 4.3169
2024-10-11 2024-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 299,126 8,087 2.78 18,642 9.45 4.2858
2024-07-17 2024-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 291,039 3,644 1.27 17,032 -2.43 4.1929
2024-04-11 2024-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 287,395 287,395 17,456 4.3979
2022-05-05 2022-03-31 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 0 -724 -100.00 0 -100.00
2022-02-10 2021-12-31 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 724 -35 -4.61 205 2.50 0.0555
2021-10-19 2021-09-30 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 759 -37 -4.65 200 -6.10 0.0587
2021-07-26 2021-06-30 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 796 -36 -4.33 213 -1.39 0.0628
2021-04-26 2021-03-31 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 832 -1,111 -57.18 216 -51.68 0.0686
2021-01-14 2020-12-31 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 1,943 -230 -10.58 447 4.68 0.1481
2020-10-19 2020-09-30 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 2,173 -253 -10.43 427 -0.23 0.1544
2020-07-16 2020-06-30 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 2,426 -140 -5.46 428 15.99 0.1661
2020-04-20 2020-03-31 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 2,566 -291 -10.19 369 -37.24 0.1608
2020-01-14 2019-12-31 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 2,857 -204 -6.66 588 -0.51 0.2276
2019-10-07 2019-09-30 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 3,061 0 0.00 591 -0.51 0.2458
2019-07-10 2019-06-30 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 3,061 996 48.23 594 50.00 0.2532
2019-04-08 2019-03-31 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 2,065 29 1.42 396 17.16 0.1793
2019-01-11 2018-12-31 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 2,036 73 3.72 338 -13.33 0.1682
2018-10-09 2018-09-30 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 1,963 0 0.00 390 1.83 0.1795
2018-07-13 2018-06-30 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 1,963 -46 -2.29 383 1.86 0.1881
2018-04-12 2018-03-31 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 2,009 313 18.46 376 11.90 0.1932
2018-02-01 2017-12-31 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 1,696 368 27.71 336 41.77 0.1686
2017-10-18 2017-09-30 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 1,328 -365 -21.56 237 -19.39 0.1420
2017-08-10 2017-06-30 13F ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 1,693 1,693 294 0.1979
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.