iShares Trust - iShares Morningstar Mid-Cap Growth ETF
US ˙ ARCA ˙ US4642883072

SecurityIMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership6,373 shares
Latest Disclosed Value $ 502,001
IFP Advisors, Inc reports 2.07% increase in ownership of IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 6,373 shares of iShares Trust - iShares Morningstar Mid-Cap Growth ETF (US:IMCG) valued at $502,001 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 6,244 shares of iShares Trust - iShares Morningstar Mid-Cap Growth ETF. This represents a change in shares of 2.07% during the quarter. The current value of the position is $609,896 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)
2026-04-13 2026-03-31 13F ISHARES TR cs 464288307 6,373 129 2.07 502 0.80 0.0104
2026-02-06 2025-12-31 13F ISHARES TR cs 464288307 6,244 -399 -6.01 499 -9.29 0.0112
2026-02-06 2025-09-30 13F/A-1 ISHARES TR MRGSTR MD CP GRW cs 464288307 6,643 233 3.63 550 6.81 0.0143
2025-12-02 2025-09-30 13F ISHARES TR MRGSTR MD CP GRW cs 464288307 6,644 234 550 0.0142
2025-07-24 2025-06-30 13F I cs 464288307 6,410 -10,280 -61.59 514 -56.88 0.0146
2025-05-05 2025-03-31 13F ISHARES TR cs 464288307 16,690 -2,328 -12.24 1,192 -16.99 0.0368
2025-02-04 2024-12-31 13F ISHARES TR cs 464288307 19,018 14,752 345.80 1,436 361.74 0.0470
2025-02-04 2024-09-30 13F ISHARES TR cs 464288307 4,266 -900 -17.42 311 -10.89 0.0112
2024-07-30 2024-06-30 13F ISHARES TR cs 464288307 5,166 0 0.00 350 -4.38 0.0139
2024-07-30 2024-03-31 13F ISHARES TR cs 464288307 5,166 168 3.36 365 13.35 0.0160
2024-01-09 2023-12-31 13F ISHARES TR cs 464288307 4,998 -11,780 -70.21 322 -66.39 0.0152
2023-10-12 2023-09-30 13F ISHARES TR cs 464288307 16,778 1,329 8.60 958 1.81 0.0431
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464288307 15,449 782 5.33 941 -70.55 0.0394
2023-08-04 2023-06-30 13F ISHARES TR cs 464288307 15,449 782 3,366 0.1557
2023-04-18 2023-03-31 13F ISHARES TR cs 464288307 14,667 -1,708 -10.43 3,196 106,400.00 0.1391
2023-02-07 2022-12-31 13F ISHARES TR cs 464288307 16,375 -2,017 -10.97 4 -99.93 0.0953
2022-11-08 2022-09-30 13F ISHARES TR cs 464288307 18,392 960 5.51 4,006 5.50 0.1044
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464288307 17,432 0 0.00 3,797 0.00 0.1218
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464288307 17,432 7,987 84.56 3,797 448.70 0.1218
2022-08-08 2022-03-31 13F ISHARES TR MRGSTR MD CP GRW Stock 464288307 15,625 6,180 3,404 0.0695
2022-01-12 2021-12-31 13F ISHARES TR MRGSTR MD CP GRW Stock 464288307 9,445 194 2.10 692 8.46 0.0135
2021-10-06 2021-09-30 13F ISHARES TR MRGSTR MD CP GRW Stock 464288307 9,251 3,001 48.02 638 48.72 0.0128
2021-07-13 2021-06-30 13F ISHARES TR MRGSTR MD CP GRW Stock 464288307 6,250 5,366 607.01 429 28.06 0.0089
2021-04-30 2021-03-31 13F ISHARES TR MRGSTR MD CP GRW Stock 464288307 884 -578 -39.53 335 -40.07 0.0065
2021-01-25 2020-12-31 13F ISHARES TR MRGSTR MD CP GRW Stock 464288307 1,462 355 32.07 559 57.46 0.0227
2020-10-29 2020-09-30 13F ISHARES TR MRGSTR MD CP GRW Stock 464288307 1,107 824 291.17 355 332.93 0.0212
2020-08-05 2020-06-30 13F ISHARES TR MRGSTR MD CP GRW Stock 464288307 283 34 13.65 82 49.09 0.0065
2020-05-12 2020-03-31 13F ISHARES TR MRGSTR MD CP GRW Stock 464288307 249 249 55 0.0056
2019-05-15 2019-03-31 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 0 -84 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 84 5 6.33 16 -15.79 0.0010
2019-01-23 2018-12-31 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 84 5 16 0.0010
2019-06-03 2018-09-30 13F/A-9 ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 0 0.00 19 11.76 0.0008
2018-10-25 2018-09-30 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 0 19 0.0008
2019-06-03 2018-06-30 13F/A-8 ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 0 0.00 17 6.25 0.0007
2018-08-07 2018-06-30 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 0 17
2019-06-03 2018-03-31 13F/A-7 ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 0 0.00 16 0.00 0.0007
2018-05-09 2018-03-31 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 0 17
2019-06-03 2017-12-31 13F/A-6 ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 0 0.00 16 6.67 0.0007
2018-01-24 2017-12-31 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 0 16
2017-10-30 2017-09-30 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 0 0.00 15 7.14 0.0006
2019-06-03 2017-06-30 13F/A-5 ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 0 0.00 14 0.00 0.0006
2017-07-31 2017-06-30 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 0 14
2019-06-03 2017-03-31 13F/A-4 ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 24 43.64 14 55.56 0.0006
2017-04-26 2017-03-31 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 79 24 14
2019-06-03 2016-12-31 13F/A-3 ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 55 0 0.00 9 0.00 0.0004
2017-02-14 2016-12-31 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 55 0 9
2016-11-04 2016-09-30 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 55 55 0.00 9 0.0005
2019-06-03 2016-06-30 13F/A-2 ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 0 -44 -100.00 0 -100.00
2016-05-02 2016-03-31 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 44 0 0.00 7 0.00 0.0004
2016-02-11 2015-12-31 13F ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 44 44 7 0.0005
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.