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

SecurityIWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
InstitutionCertified Advisory Corp
Latest Disclosed Ownership38,538 shares
Latest Disclosed Value $ 4,937,516
Certified Advisory Corp reports 31.67% increase in ownership of IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 38,538 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) valued at $4,937,489 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 29,268 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF. This represents a change in shares of 31.67% during the quarter. The current value of the position is $5,473,167 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)
2026-04-17 2026-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 38,538 9,270 31.67 4,938 23.21 0.4428
2026-01-12 2025-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 29,268 723 2.53 4,008 -1.43 0.3652
2025-11-13 2025-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 28,545 1,658 6.17 4,065 9.04 0.3861
2025-08-14 2025-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 26,887 3,785 16.38 3,729 37.36 0.3876
2025-05-08 2025-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 23,102 6,058 35.54 2,714 25.65 0.3073
2025-01-15 2024-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 17,044 2,602 18.02 2,160 27.58 0.2345
2024-11-12 2024-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 14,442 4,183 40.77 1,694 49.56 0.1877
2024-08-13 2024-06-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 10,259 2,529 32.72 1,132 28.34 0.1420
2024-05-10 2024-03-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 7,730 1,762 29.52 882 41.57 0.1231
2024-02-09 2023-12-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 5,968 -193,241 -97.00 623 -15.35 0.0946
2023-11-13 2023-09-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 199,209 192,846 3,030.74 737 19.87 0.1355
2023-08-14 2023-06-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 6,363 -1,594 -20.03 615 -15.19 0.1131
2023-05-17 2023-03-31 13F/A-1 ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 7,957 -322 -3.89 725 4.62 0.1288
2023-05-15 2023-03-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 7,957 -322 725 0.1288
2023-02-15 2022-12-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 8,279 1,384 20.07 692 27.91 0.1368
2022-11-14 2022-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 6,895 393 6.04 541 5.05 0.1235
2022-08-15 2022-06-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF RUS MD CP GR ETF 464287481 6,502 -1,373 -17.43 515 -34.89 0.1148
2022-05-13 2022-03-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 7,875 -1,069 -11.95 791 -23.28 0.1681
2022-02-14 2021-12-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 8,944 8 0.09 1,031 2.89 0.2274
2021-11-15 2021-09-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 8,936 149 1.70 1,002 0.70 0.2434
2021-08-16 2021-06-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 8,787 5 0.06 995 11.05 0.2501
2021-05-10 2021-03-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 8,782 830 10.44 896 -28.72 0.2323
2020-07-27 2020-06-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 7,952 -1,233 -13.42 1,257 12.53 0.4158
2020-04-27 2020-03-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 9,185 2,519 37.79 1,117 9.83 0.4415
2020-01-29 2019-12-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 6,666 1,227 22.56 1,017 32.25 0.3251
2019-11-12 2019-09-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 5,439 774 16.59 769 15.64 0.2672
2019-08-07 2019-06-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 4,665 1,416 43.58 665 50.79 0.2473
2019-05-07 2019-03-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 3,249 2,024 165.22 441 217.27 0.1852
2019-02-04 2018-12-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 1,225 638 108.69 139 73.75 0.0721
2018-11-13 2018-09-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 587 64 12.24 80 21.21 0.0370
2018-08-13 2018-06-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF RUS MD CP GR ETF 464287481 523 165 46.09 66 50.00 0.0367
2018-04-30 2018-03-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF RUS MD CP GR ETF 464287481 358 82 29.71 44 33.33 0.0261
2018-02-22 2017-12-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF RUS MD CP GR ETF 464287481 276 276 33 0.0237
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.