iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
US ˙ ARCA ˙ US4642876068

SecurityIJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership69,863 shares
Latest Disclosed Value $ 7,029,628
Arkadios Wealth Advisors reports 13.85% increase in ownership of IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 69,863 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (US:IJK) valued at $7,029,615 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 61,362 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF. This represents a change in shares of 13.85% during the quarter. The current value of the position is $7,856,793 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)
2026-05-18 2026-03-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 69,863 8,501 13.85 7,030 18.25 0.0740
2026-02-13 2025-12-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 61,362 53,779 709.20 5,945 717.61 0.1152
2025-10-29 2025-09-30 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7,583 141 1.89 727 7.39 0.0174
2025-08-04 2025-06-30 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7,442 265 3.69 677 13.40 0.0200
2025-05-08 2025-03-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7,177 73 1.03 598 -7.44 0.0226
2025-01-15 2024-12-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7,104 -24 -0.34 646 -1.53 0.0352
2024-10-24 2024-09-30 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7,128 -417 -5.53 655 -1.36 0.0371
2024-07-29 2024-06-30 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7,545 1 0.01 665 -3.49 0.0448
2024-04-30 2024-03-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7,544 70 0.94 688 16.22 0.0534
2024-01-24 2023-12-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7,474 -62 -0.82 592 8.82 0.0501
2023-10-13 2023-09-30 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7,536 -3,736 -33.14 544 -35.62 0.0517
2023-07-26 2023-06-30 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 11,272 422 3.89 845 9.03 0.0983
2023-05-02 2023-03-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 10,850 12 0.11 776 4.73 0.0924
2023-01-11 2022-12-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 10,838 12 0.11 740 0.0981
2022-10-21 2022-09-30 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 10,826 -100 -0.92 1 0.1034
2022-07-14 2022-06-30 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 10,926 10 0.09 1 0.1035
2022-05-02 2022-03-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 10,916 24 0.22 1 0.1104
2022-02-03 2021-12-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 10,892 7 0.06 1 0.1230
2021-10-19 2021-09-30 13F ISHARES SP MID-CAP 400 GROWTH ETF ETF 464287606 10,885 6 0.06 1 0.1243
2021-07-28 2021-06-30 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 10,879 2,971 37.57 1 0.1072
2021-04-26 2021-03-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7,908 554 7.53 1 0.1020
2021-02-09 2020-12-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 7,354 5,565 311.07 1 -100.00 0.1114
2020-11-10 2020-09-30 13F ISHARES SP MIDCAP 400 GROWTH ETF Exchange Traded Fund 464287606 1,789 -21 -1.16 457 12.01 0.2294
2020-08-10 2020-06-30 13F ISHARES S&P MID-CAP 400 GROWTH ETF Exchange Traded Fund 464287606 1,810 -1 -0.06 408 26.32 0.2265
2020-05-14 2020-03-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF Exchange Traded Fund 464287606 1,811 1 0.06 323 -27.58 0.2060
2020-02-14 2019-12-31 13F ISHARES S&P MID-CAP 400 GROWTH ETF Exchange Traded Fund 464287606 1,810 1,810 446 0.2673
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.