iShares Trust - iShares Russell Mid-Cap Growth ETF
US ˙ ARCA ˙ US4642874816

SecurityIWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership27,256 shares
Latest Disclosed Value $ 3,491,983
Arkadios Wealth Advisors reports 3.17% decrease in ownership of IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 27,256 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) valued at $3,492,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 28,147 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF. This represents a change in shares of -3.17% during the quarter. The current value of the position is $3,794,853 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 RUSSELL MID-CAP GROWTH ETF ETF 464287481 27,256 -891 -3.17 3,492 -9.42 0.0368
2026-02-13 2025-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 28,147 5,646 25.09 3,854 20.29 0.0747
2025-10-29 2025-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 22,501 409 1.85 3,204 4.60 0.0769
2025-08-04 2025-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 22,092 -586 -2.58 3,064 14.98 0.0903
2025-05-08 2025-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 22,678 2,876 14.52 2,664 6.18 0.1006
2025-01-15 2024-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 19,802 -366 -1.81 2,510 6.09 0.1369
2024-10-24 2024-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 20,168 7,599 60.46 2,366 70.51 0.1340
2024-07-29 2024-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 12,569 1,512 13.67 1,387 9.90 0.0936
2024-04-30 2024-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 11,057 720 6.97 1,262 16.96 0.0978
2024-01-24 2023-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 10,337 -916 -8.14 1,080 5.06 0.0913
2023-10-13 2023-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 11,253 -205 -1.79 1,028 -7.23 0.0975
2023-07-26 2023-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 11,458 -502 -4.20 1,107 1.75 0.1287
2023-05-02 2023-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 11,960 -756 -5.95 1,089 2.35 0.1297
2023-01-11 2022-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 12,716 1,610 14.50 1,063 0.1409
2022-10-21 2022-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 11,106 5,822 110.18 1 0.1320
2022-07-14 2022-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 5,284 881 20.01 0 0.0623
2022-05-02 2022-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 4,403 -229 -4.94 0 0.0580
2022-02-03 2021-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 4,632 -46 -0.98 1 0.0707
2021-10-19 2021-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 4,678 -12,731 -73.13 1 -100.00 0.0755
2021-07-28 2021-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 17,409 -1,212 -6.51 2 0.00 0.2400
2021-04-26 2021-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 18,621 -1,649 -8.14 2 -50.00 0.3130
2021-02-09 2020-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 20,270 16,711 469.54 2 -99.70 0.4364
2020-11-10 2020-09-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF Exchange Traded Fund 464287481 3,559 0 0.00 658 14.43 0.3301
2020-08-10 2020-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF Exchange Traded Fund 464287481 3,559 3,483 4,582.89 575 6,288.89 0.3191
2020-05-14 2020-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF Exchange Traded Fund 464287481 76 0 0.00 9 -25.00 0.0059
2020-02-14 2019-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF Exchange Traded Fund 464287481 76 76 12 0.0074
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.