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

SecurityIJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
InstitutionWhittier Trust Co
Latest Disclosed Ownership18,642 shares
Latest Disclosed Value $ 1,904,467
Whittier Trust Co reports 0.31% decrease in ownership of IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 18,642 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (US:IJK) valued at $1,875,758 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 18,700 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF. This represents a change in shares of -0.31% during the quarter. The current value of the position is $2,147,186 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)
2026-04-28 2026-03-31 13F ISHARES MIDCAP GROWT common 464287606 18,642 -58 -0.31 1,904 0.42 0.0215
2026-01-26 2025-12-31 13F ISHARES MIDCAP GROWT common 464287606 18,700 0 0.00 1,897 5.16 0.0205
2025-10-31 2025-09-30 13F ISHARES TR common 464287606 18,700 0 0.00 1,804 6.00 0.0205
2025-07-30 2025-06-30 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 18,700 2,792 17.55 1,701 28.47 0.0205
2025-05-02 2025-03-31 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 15,908 597 3.90 1,325 -4.89 0.0185
2025-02-11 2024-12-31 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 15,311 1,487 10.76 1,392 9.61 0.0183
2024-10-21 2024-09-30 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 13,824 -174 -1.24 1,271 3.00 0.0170
2024-07-29 2024-06-30 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 13,998 2 0.01 1,233 -3.45 0.0175
2024-05-02 2024-03-31 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 13,996 2 0.01 1,277 15.25 0.0186
2024-01-11 2023-12-31 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 13,994 8 0.06 1,109 9.70 0.0180
2023-10-27 2023-09-30 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 13,986 -200 -1.41 1,010 -4.99 0.0180
2023-07-24 2023-06-30 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 14,186 3 0.02 1,064 4.83 0.0185
2023-04-21 2023-03-31 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 14,183 -6,477 -31.35 1,014 -28.09 0.0185
2023-01-25 2022-12-31 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 20,660 -919 -4.26 1,411 3.68 0.0274
2022-10-21 2022-09-30 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 21,579 17,091 380.82 1,360 375.52 0.0285
2022-07-28 2022-06-30 13F ISHARES S&P MIDCAP 400 GROWTH ETF EQUITY 464287606 4,488 -300 -6.27 286 -22.70 0.0058
2022-04-29 2022-03-31 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 4,788 0 0.00 370 -9.31 0.0062
2022-01-19 2021-12-31 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 4,788 0 0.00 408 7.65 0.0066
2021-11-01 2021-09-30 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 4,788 0 0.00 379 -2.07 0.0069
2021-07-29 2021-06-30 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 4,788 0 0.00 387 3.20 0.0069
2021-04-26 2021-03-31 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 4,788 0 0.00 375 8.38 0.0073
2021-01-29 2020-12-31 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 4,788 3,816 392.59 346 49.14 0.0074
2020-10-30 2020-09-30 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 972 232 31.35 232 39.76 0.0055
2020-07-10 2020-06-30 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 740 0 0.00 166 25.76 0.0046
2020-04-27 2020-03-31 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 740 0 0.00 132 -25.00 0.0043
2020-01-31 2019-12-31 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 740 0 0.00 176 6.02 0.0046
2019-10-18 2019-09-30 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 740 0 0.00 166 -0.60 0.0048
2019-07-23 2019-06-30 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 740 -25 -3.27 167 -0.60 0.0049
2019-04-29 2019-03-31 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 765 0 0.00 168 15.07 0.0051
2019-02-07 2018-12-31 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 765 0 0.00 146 -17.98 0.0050
2018-10-23 2018-09-30 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 765 0 0.00 178 3.49 0.0056
2018-07-27 2018-06-30 13F/A-1 ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 765 28 3.80 172 6.83 0.0057
2018-07-20 2018-06-30 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 60 -677 9
2018-05-01 2018-03-31 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 737 100 15.70 161 17.52 0.0054
2018-02-07 2017-12-31 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 637 542 570.53 137 621.05 0.0048
2017-10-23 2017-09-30 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 95 0 0.00 19 0.00 0.0007
2017-07-20 2017-06-30 13F ISHARES S&P MIDCAP 400 GROWTH US MID-CAP EQUITIES 464287606 95 0 0.00 19 5.56 0.0007
2017-04-26 2017-03-31 13F ISHARES TR US SMALL AND MID-CAP EQUITIES 464287606 95 0 0.00 18 5.88 0.0007
2017-01-18 2016-12-31 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 95 10 11.76 17 13.33 0.0007
2016-11-10 2016-09-30 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 85 25 41.67 15 50.00 0.0007
2016-07-28 2016-06-30 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 60 0 0.00 10 0.00 0.0004
2016-04-28 2016-03-31 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 60 0 0.00 10 0.00 0.0004
2016-02-10 2015-12-31 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 60 0 0.00 10 11.11 0.0005
2015-11-12 2015-09-30 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 60 0 0.00 9 -10.00 0.0004
2015-08-13 2015-06-30 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 60 0 0.00 10 0.00 0.0004
2015-05-05 2015-03-31 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 60 60 0.00 10 0.0005
2015-02-04 2014-12-31 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 0 -60 -100.00 0 -100.00
2014-11-07 2014-09-30 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 60 0 0.00 9 0.00 0.0004
2014-08-04 2014-06-30 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 60 0 0.00 9 0.00 0.0004
2014-05-01 2014-03-31 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 60 0 0.00 9 0.00 0.0005
2014-02-05 2013-12-31 13F ISHARES S&P MIDCAP 400 GROWTH US SMALL AND MID-CAP EQUITIES 464287606 60 0 0.00 9 12.50 0.0005
2013-11-18 2013-09-30 13F ISHARES S&P MIDCAP 401 GROWTH 464287606 60 0 0.00 8 0.00 0.0004
2013-08-14 2013-06-30 13F ISHARES S&P MIDCAP 400 GROWTH 464287606 60 60 8 0.0004
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.