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

SecurityIJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership2,162 shares
Latest Disclosed Value $ 217,541
Legacy Bridge, LLC reports 5.62% increase in ownership of IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 2,162 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (US:IJK) valued at $217,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,047 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF. This represents a change in shares of 5.62% during the quarter. The current value of the position is $249,019 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)
2026-05-14 2026-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 2,162 115 5.62 218 9.60 0.0830
2026-01-23 2025-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 2,047 143 7.51 198 8.79 0.0805
2025-11-12 2025-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,904 0 0.00 183 5.20 0.0760
2025-08-06 2025-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,904 -3 -0.16 173 9.49 0.0822
2025-05-08 2025-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,907 180 10.42 159 0.64 0.0886
2025-01-22 2024-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,727 205 13.47 157 12.95 0.0819
2024-11-07 2024-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,522 0 0.00 140 3.73 0.0753
2024-08-06 2024-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,522 0 0.00 134 -2.90 0.0790
2024-04-25 2024-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,522 62 4.25 139 20.00 0.0812
2024-01-17 2023-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 116 9.52 0.0749
2023-10-11 2023-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 105 -3.67 0.0752
2023-07-11 2023-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 110 4.81 0.0731
2023-04-24 2023-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 104 5.05 0.0728
2023-01-11 2022-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 100 7.61 0.0709
2022-11-02 2022-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 92 -1.08 0.0734
2022-07-21 2022-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 93 -17.70 0.0686
2022-04-28 2022-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 113 -8.87 0.0660
2022-01-18 2021-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 124 6.90 0.0646
2021-10-26 2021-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 116 -1.69 0.0669
2021-08-03 2021-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 118 3.51 0.0667
2021-04-29 2021-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 0 0.00 114 8.57 0.0738
2021-02-02 2020-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,460 1,095 300.00 105 20.69 0.0761
2020-10-19 2020-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 365 0 0.00 87 6.10 0.0794
2020-08-04 2020-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 365 -495 -57.56 82 -46.41 0.0902
2020-05-01 2020-03-31 13F/A-1 ISHARES TR S&P MC 400GR ETF 464287606 860 0 0.00 153 -25.37 0.1927
2020-04-09 2020-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 860 0 153 194,068.8500
2020-02-04 2019-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 860 0 0.00 205 6.22 0.1702
2019-10-15 2019-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 860 0 0.00 193 -1.03 0.1843
2019-07-11 2019-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 860 0 0.00 195 3.72 0.1881
2019-04-26 2019-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 860 0 0.00 188 14.63 0.1938
2019-01-25 2018-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 860 860 164 0.2029
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.