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

SecurityIWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
InstitutionCreative Planning
Latest Disclosed Ownership423,386 shares
Latest Disclosed Value $ 54,244,183
Creative Planning reports 0.62% increase in ownership of IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 423,386 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) valued at $54,244,214 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 420,761 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF. This represents a change in shares of 0.62% during the quarter. The current value of the position is $60,129,280 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)
2026-05-12 2026-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 423,386 2,625 0.62 54,244 -5.86 0.0368
2026-02-17 2025-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 420,761 36,752 9.57 57,619 5.36 0.0412
2025-11-14 2025-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 384,009 -5,936 -1.52 54,687 1.13 0.0418
2025-08-08 2025-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 389,945 7,237 1.89 54,078 20.27 0.0462
2025-05-15 2025-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 382,708 -246 -0.06 44,964 -7.37 0.0423
2025-02-14 2024-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 382,954 20,971 5.79 48,539 14.33 0.0472
2024-10-11 2024-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 361,983 1,095 0.30 42,457 6.61 0.0420
2024-08-15 2024-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 360,888 -12,725 -3.41 39,824 -6.62 0.0425
2024-05-13 2024-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 373,613 -1,983 -0.53 42,644 8.69 0.0473
2024-02-14 2023-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 375,596 -7,625 -1.99 39,235 12.07 0.0728
2023-11-16 2023-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 383,221 -21,073 -5.21 35,007 -10.39 0.0467
2023-07-21 2023-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 404,294 -7,295 -1.77 39,067 4.25 0.0520
2023-05-15 2023-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 411,589 -977 -0.24 37,475 8.65 0.0540
2023-02-10 2022-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 412,566 -377 -0.09 34,491 6.49 0.0519
2022-11-03 2022-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 412,943 -2,436 -0.59 32,387 -1.58 0.0560
2022-08-15 2022-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 415,379 22,990 5.86 32,907 -16.56 0.0542
2022-05-16 2022-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 392,389 10,037 2.63 39,436 -10.48 0.0611
2022-02-11 2021-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 382,352 -3,634 -0.94 44,055 1.84 0.0708
2021-11-10 2021-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 385,986 4,039 1.06 43,257 0.05 0.0767
2021-08-04 2021-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 381,947 -261,966 -40.68 43,236 -34.21 0.0768
2021-04-30 2021-03-31 13F CreativePlanning RUS MD CP GR ETF 464287481 643,913 4,188 0.65 65,718 0.08 0.1324
2021-01-29 2020-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 639,725 452,519 241.72 65,668 102.92 0.1445
2020-11-05 2020-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 187,206 -129,006 -40.80 32,362 -35.28 0.0845
2020-07-23 2020-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 316,212 142,478 82.01 50,000 136.70 0.1447
2020-05-05 2020-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 173,734 215 0.12 21,124 -20.21 0.0749
2020-01-30 2019-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 173,519 1,399 0.81 26,476 8.82 0.0795
2019-11-01 2019-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 172,120 -354 -0.21 24,330 -1.07 0.0792
2019-07-26 2019-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 172,474 -574 -0.33 24,593 4.75 0.0827
2019-04-24 2019-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 173,048 2,079 1.22 23,478 20.77 0.0846
2019-02-12 2018-12-31 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 170,969 11,407 7.15 19,441 -10.13 0.0797
2019-02-01 2018-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 170,969 11,407 19,441
2018-10-25 2018-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 159,562 -27,288 -14.60 21,633 -8.64 0.0803
2018-07-20 2018-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 186,850 588 0.32 23,679 3.40 0.0930
2018-04-18 2018-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 186,262 389 0.21 22,901 2.13 0.0932
2018-01-17 2017-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 185,873 2,926 1.60 22,423 8.28 0.0966
2017-10-17 2017-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 182,947 2,140 1.18 20,708 5.98 0.0962
2017-07-12 2017-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 180,807 -4,176 -2.26 19,540 1.80 0.0989
2017-04-07 2017-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 184,983 6,906 3.88 19,194 10.67 0.1048
2017-01-09 2016-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 178,077 1,228 0.69 17,343 0.71 0.1056
2016-10-12 2016-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 176,849 2,243 1.28 17,220 5.39 0.1096
2016-07-12 2016-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 174,606 1,017 0.59 16,340 2.14 0.1183
2016-04-08 2016-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 173,589 -39,991 -18.72 15,998 -18.51 0.1247
2016-01-11 2015-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 213,580 21,780 11.36 19,632 15.51 0.1615
2015-10-09 2015-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 191,800 168,226 713.61 16,996 644.46 0.1501
2015-07-09 2015-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 23,574 2,809 13.53 2,283 12.30 0.0207
2015-04-13 2015-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 20,765 20,765 0.00 2,033 0.0191
2015-01-29 2014-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 0 -14,207 -100.00 0 -100.00
2014-10-10 2014-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 14,207 1,589 12.59 1,255 11.06 0.0146
2014-08-20 2014-06-30 13F ISHARES RUS MD CP GR ETF 464287481 12,618 2,149 20.53 1,130 25.84 0.0147
2014-04-11 2014-03-31 13F ISHARES RUS MD CP GR ETF 464287481 10,469 1,616 18.25 898 20.21 0.0135
2014-01-06 2013-12-31 13F ISHARES RUS MD CP GR ETF 464287481 8,853 2,478 38.87 747 49.70 0.0128
2013-10-10 2013-09-30 13F ISHARES RUS MD CP GR ETF 464287481 6,375 -280 -4.21 499 4.61 0.0099
2013-07-09 2013-06-30 13F ISHARES TR RUSSELL MCP GR 464287481 6,655 6,655 477 0.0111
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.