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

SecurityIJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership12,918 shares
Latest Disclosed Value $ 1,299,847
IHT Wealth Management, LLC reports 3.37% decrease in ownership of IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 12,918 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (US:IJK) valued at $1,299,809 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,369 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF. This represents a change in shares of -3.37% during the quarter. The current value of the position is $1,492,933 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)
2026-05-15 2026-03-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 12,918 -451 -3.37 1,300 0.31 0.0301
2026-02-17 2025-12-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 13,369 -150 -1.11 1,295 -0.08 0.0315
2025-11-14 2025-09-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 13,519 -26 -0.19 1,296 5.19 0.0328
2025-08-14 2025-06-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 13,545 -939 -6.48 1,232 2.16 0.0339
2025-05-15 2025-03-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 14,484 -124 -0.85 1,206 -9.19 0.0377
2025-02-14 2024-12-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 14,608 -2,624 -15.23 1,328 -16.06 0.0429
2024-11-14 2024-09-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 17,232 3,812 28.41 1,582 33.84 0.0449
2024-08-14 2024-06-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 13,420 -107 -0.79 1,182 -4.21 0.0441
2024-05-15 2024-03-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 13,527 -861 -5.98 1,234 8.34 0.0495
2024-02-14 2023-12-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 14,388 -2,614 -15.37 1,140 -7.25 0.0508
2023-11-14 2023-09-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 17,002 4 0.02 1,228 -3.61 0.0623
2023-08-15 2023-06-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 16,998 3,802 28.81 1,275 35.10 0.0664
2023-05-15 2023-03-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 13,196 -148 -1.11 944 3.51 0.0539
2023-02-15 2022-12-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 13,344 -102 -0.76 911 7.56 0.0573
2022-11-22 2022-09-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 13,446 2,716 25.31 847 23.83 0.0644
2022-08-15 2022-06-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 10,730 -1 -0.01 684 -17.49 0.0603
2022-05-16 2022-03-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 10,731 -65 -0.60 829 -9.89 0.0628
2022-02-14 2021-12-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 10,796 -299 -2.69 920 4.66 0.0678
2021-11-15 2021-09-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 11,095 -733 -6.20 879 -8.15 0.0716
2021-08-16 2021-06-30 13F ISHARES S&P MID-CAP 400 GROWTH ETF S&P MC 400GR ETF 464287606 11,828 1 0.01 957 3.24 0.0607
2021-05-18 2021-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 11,827 -188 -1.56 927 6.80 0.0667
2021-02-17 2020-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 12,015 8,999 298.38 868 20.39 0.0722
2020-11-19 2020-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 3,016 239 8.61 721 15.92 0.0724
2020-08-14 2020-06-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 2,777 -592 -17.57 622 3.49 0.0852
2020-05-13 2020-03-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 3,369 317 10.39 601 -17.33 0.0865
2020-02-18 2019-12-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 3,052 -352 -10.34 727 -4.59 0.0861
2019-11-15 2019-09-30 13F ISHARES S&P SP SMCP600VL ETF 464287606 3,404 145 4.45 762 3.39 0.1036
2019-08-12 2019-06-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 3,259 267 8.92 737 12.35 0.1070
2019-05-16 2019-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 2,992 76 2.61 656 17.56 0.1093
2019-02-14 2018-12-31 13F ISHARES S&P MID CAP 400 GROWTH ETF S&P MC 400GR ETF 464287606 2,916 284 10.79 558 -8.97 0.1074
2018-11-14 2018-09-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 2,632 6 0.23 613 3.90 0.1326
2018-08-13 2018-06-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 2,626 -143 -5.16 590 0.00 0.1507
2018-05-14 2018-03-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 2,769 130 4.93 590 0.68 0.1584
2018-02-14 2017-12-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 2,639 1,339 103.00 586 119.48 0.1551
2017-11-14 2017-09-30 13F ISHARES S&P SP SMCP 600GR ETF 464287606 1,300 -685 -34.51 267 26,600.00 0.1137
2017-08-14 2017-06-30 13F/A-1 ISHARES S&P S&P MC 400GR ETF 464287606 1,985 1,442 265.56 1 -98.59 0.0005
2017-08-14 2017-06-30 13F ISHARES S&P S&P MC 400GR ETF 464287606 1,985 1,442 44
2017-05-15 2017-03-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 543 539 13,475.00 71 7,000.00 0.0473
2017-02-14 2016-12-31 13F ISHARES S&P S&P MC 400GR ETF 464287606 4 4 1 0.0008
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.