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

SecurityIWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership7,189 shares
Latest Disclosed Value $ 921,055
Bedel Financial Consulting, Inc. reports 2.73% decrease in ownership of IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 7,189 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) valued at $921,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 7,391 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF. This represents a change in shares of -2.73% during the quarter. The current value of the position is $1,000,924 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)
2026-05-04 2026-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 7,189 -202 -2.73 921 -8.99 0.1023
2026-01-28 2025-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 7,391 108 1.48 1,012 -2.41 0.1089
2025-11-07 2025-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 7,283 86 1.19 1,037 3.91 0.1324
2025-08-12 2025-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 7,197 -72 -0.99 998 11.63 0.1361
2025-05-07 2025-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 7,269 277 3.96 895 -6.68 0.1282
2025-02-06 2024-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 6,992 128 1.86 959 19.01 0.1331
2024-11-12 2024-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 6,864 -740 -9.73 805 -4.05 0.1136
2024-08-05 2024-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 7,604 -13 -0.17 839 -3.45 0.1230
2024-05-07 2024-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 7,617 77 1.02 869 10.42 0.1364
2024-02-13 2023-12-31 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 7,540 704 10.30 788 26.12 0.1443
2024-02-08 2023-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 7,540 704 788 0.1443
2024-02-08 2023-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 6,836 850 14.20 624 7.96 0.1264
2023-08-10 2023-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 5,986 33 0.55 578 6.64 0.1208
2023-05-02 2023-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 5,953 425 7.69 542 17.32 0.1320
2023-02-07 2022-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 5,528 94 1.73 462 2.90 0.1149
2022-11-08 2022-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 5,434 -2,487 -31.40 449 -28.50 0.1190
2022-08-04 2022-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 7,921 2,362 42.49 628 12.34 0.1837
2022-04-19 2022-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 5,559 6 0.11 559 -12.66 0.1756
2022-01-11 2021-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 5,553 9 0.16 640 3.06 0.1990
2021-10-12 2021-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 5,544 0 0.00 621 -1.11 0.2132
2021-08-03 2021-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 5,544 5 0.09 628 11.15 0.2186
2021-04-26 2021-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 5,539 4,675 541.09 565 534.83 0.2186
2021-02-02 2020-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 864 432 100.00 89 18.67 0.0395
2020-10-20 2020-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 432 0 0.00 75 10.29 0.0375
2020-07-14 2020-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 432 0 0.00 68 28.30 0.0367
2020-05-06 2020-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 432 156 56.52 53 26.19 0.0350
2020-01-28 2019-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 276 0 0.00 42 7.69 0.0238
2019-10-09 2019-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 276 0 0.00 39 0.00 0.0235
2019-08-01 2019-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 276 58 26.61 39 30.00 0.0237
2019-05-02 2019-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 218 0 0.00 30 20.00 0.0191
2019-01-28 2018-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 218 218 25 0.0180
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.