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

SecurityIWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
InstitutionRetirement Planning Group
Latest Disclosed Ownership2,234 shares
Latest Disclosed Value $ 286,158
Retirement Planning Group reports 18.26% increase in ownership of IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF

On May 4, 2026 - Retirement Planning Group filed a 13F-HR form disclosing ownership of 2,234 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) valued at $286,220 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,889 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF. This represents a change in shares of 18.26% during the quarter. The current value of the position is $317,273 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 2,234 345 18.26 286 10.85 0.0089
2026-02-03 2025-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 1,889 0 0.00 259 -4.09 0.0085
2025-10-27 2025-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 1,889 -27 -1.41 269 1.51 0.0093
2025-07-30 2025-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 1,916 -1 -0.05 266 17.78 0.0113
2025-04-10 2025-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 1,917 -811 -29.73 225 -34.78 0.0106
2025-02-18 2024-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 2,728 44 1.64 346 9.87 0.0174
2024-10-10 2024-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 2,684 801 42.54 315 51.69 0.0171
2024-07-12 2024-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 1,883 26 1.40 208 -1.90 0.0132
2024-04-12 2024-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 1,857 1,857 212 0.0162
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.