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

SecurityIWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
InstitutionCwm, Llc
Latest Disclosed Ownership53,061 shares
Latest Disclosed Value $ 6,798,232
Cwm, Llc reports 42.19% decrease in ownership of IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 53,061 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) valued at $6,798,175 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 91,783 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF. This represents a change in shares of -42.19% during the quarter. The current value of the position is $7,535,723 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)
2026-05-14 2026-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 53,061 -38,722 -42.19 6,798 56,550.00 0.0177
2026-01-26 2025-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 91,783 3,577 4.06 13 0.00 0.0341
2025-10-15 2025-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 88,206 2,276 2.65 13 9.09 0.0378
2025-07-25 2025-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 85,930 -4,137 -4.59 12 10.00 0.0420
2025-05-01 2025-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 90,067 11,119 14.08 11 0.00 0.0422
2025-02-04 2024-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 78,948 34,754 78.64 10 100.00 0.0415
2024-10-08 2024-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 44,194 -2,016 -4.36 5 0.00 0.0223
2024-07-10 2024-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 46,210 -1,281 -2.70 5 0.00 0.0240
2024-04-05 2024-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 47,491 2,807 6.28 5 25.00 0.0264
2024-02-01 2023-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 44,684 4,697 11.75 5 33.33 0.0251
2023-10-11 2023-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 39,987 -658 -1.62 4 0.00 0.0224
2023-08-03 2023-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 40,645 -1,249 -2.98 4 0.00 0.0243
2023-05-01 2023-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 41,894 1,464 3.62 4 0.00 0.0258
2023-02-01 2022-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 40,430 -7,596 -15.82 3 -99.92 0.0249
2022-10-27 2022-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 48,026 783 1.66 3,767 0.64 0.0299
2022-07-28 2022-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 47,243 -10,195 -17.75 3,743 -35.16 0.0290
2022-04-21 2022-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 57,438 -153,024 -72.71 5,773 -76.19 0.0410
2022-01-31 2021-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 210,462 -85,263 -28.83 24,249 -27.56 0.1707
2021-09-15 2021-06-30 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 295,725 0 0.00 33,476 0.00 0.2668
2021-07-29 2021-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 295,725 0 33,476 0.2668
2021-09-15 2021-03-31 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 295,725 0 0.00 33,476 0.00 0.2668
2021-04-27 2021-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 289,859 -5,866 29,583 0.2602
2021-09-15 2020-12-31 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 295,725 0 0.00 33,476 0.00 0.2668
2021-01-27 2020-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 260,186 -35,539 26,708 0.2503
2021-09-15 2020-09-30 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 295,725 0 0.00 33,476 0.00 0.2668
2020-10-19 2020-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 108,398 -187,327 18,739 0.2083
2021-09-15 2020-06-30 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 295,725 0 0.00 33,476 0.00 0.2668
2020-07-22 2020-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 90,007 -205,718 14,232 0.1688
2021-09-15 2020-03-31 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 295,725 0 0.00 33,476 0.00 0.2668
2020-04-28 2020-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 36,041 -259,684 4,382 0.0652
2021-09-14 2019-12-31 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 295,725 0 0.00 33,476 0.00 0.2668
2020-01-27 2019-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 35,914 -259,811 5,480 0.0700
2021-09-14 2019-09-30 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 295,725 0 0.00 33,476 0.00 0.2668
2019-10-22 2019-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 39,425 -256,300 5,573 0.0811
2021-09-14 2019-06-30 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 295,725 0 0.00 33,476 0.00 0.2668
2019-07-31 2019-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 46,932 -248,793 6,692 0.1107
2021-09-02 2019-03-31 13F/A-1 ISHARES TR RUS MD CP GR ETF 464287481 295,725 250,321 551.32 33,476 548.38 0.2668
2019-04-22 2019-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 46,329 925 6,285 0.1261
2019-01-25 2018-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 45,404 2,870 6.75 5,163 -10.47 0.1289
2018-10-29 2018-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 42,534 19,610 85.54 5,767 98.52 0.1472
2018-07-31 2018-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 22,924 18,730 446.59 2,905 462.98 0.0956
2018-04-26 2018-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 4,194 2,987 247.47 516 253.42 0.0205
2018-01-16 2017-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 1,207 -39 -3.13 146 3.55 0.0065
2017-10-16 2017-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 1,246 123 10.95 141 16.53 0.0067
2017-07-17 2017-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 1,123 0 0.00 121 3.42 0.0062
2017-04-17 2017-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 1,123 -401 -26.31 117 -20.95 0.0066
2017-01-19 2016-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 1,524 -24 -1.55 148 -1.99 0.0091
2016-10-17 2016-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 1,548 24 1.57 151 5.59 0.0104
2016-07-21 2016-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 1,524 -511 -25.11 143 -23.94 0.0104
2016-04-18 2016-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 2,035 92 4.73 188 5.03 0.0165
2016-02-01 2015-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 1,943 35 1.83 179 5.92 0.0175
2015-10-30 2015-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 1,908 1,908 0.00 169 0.0170
2015-07-09 2015-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 0 -2,598 -100.00 0 -100.00
2015-04-30 2015-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 2,598 -1,709 -39.68 254 -36.82 0.0257
2015-02-12 2014-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 4,307 4,307 402 0.0488
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.