iShares Trust - iShares Russell Mid-Cap ETF
US ˙ ARCA ˙ US4642874998

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership10,515 shares
Latest Disclosed Value $ 1,022,373
IFP Advisors, Inc reports 5.80% decrease in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 10,515 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $1,022,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11,162 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of -5.80% during the quarter. The current value of the position is $1,135,094 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)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287499 10,515 -647 -5.80 1,022 -4.84 0.0212
2026-02-06 2025-12-31 13F ISHARES TR cs 464287499 11,162 70 0.63 1,075 0.37 0.0241
2026-02-06 2025-09-30 13F/A-1 ISHARES TR RUS MID CAP ETF cs 464287499 11,092 932 9.17 1,071 14.56 0.0278
2025-12-02 2025-09-30 13F ISHARES TR RUS MID CAP ETF cs 464287499 11,097 937 1,071 0.0276
2025-07-24 2025-06-30 13F I cs 464287499 10,160 1,675 19.74 934 29.54 0.0266
2025-05-05 2025-03-31 13F ISHARES TR cs 464287499 8,485 626 7.97 722 3.89 0.0223
2025-02-04 2024-12-31 13F ISHARES TR cs 464287499 7,859 5,372 216.00 695 216.89 0.0228
2025-02-04 2024-09-30 13F ISHARES TR cs 464287499 2,487 967 63.62 219 78.05 0.0079
2024-07-30 2024-06-30 13F ISHARES TR cs 464287499 1,520 2 0.13 123 -3.15 0.0049
2024-07-30 2024-03-31 13F ISHARES TR cs 464287499 1,518 179 13.37 128 22.12 0.0056
2024-01-09 2023-12-31 13F ISHARES TR cs 464287499 1,339 -385 -22.33 104 -12.61 0.0049
2023-10-12 2023-09-30 13F ISHARES TR cs 464287499 1,724 -72 -4.01 119 -9.16 0.0054
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287499 1,796 -639 -26.24 131 -74.66 0.0055
2023-08-04 2023-06-30 13F ISHARES TR cs 464287499 1,796 -639 382 0.0177
2023-04-18 2023-03-31 13F ISHARES TR cs 464287499 2,435 -3,736 -60.54 518 51,600.00 0.0225
2023-02-07 2022-12-31 13F ISHARES TR cs 464287499 6,171 -422 -6.40 1 -99.93 0.0351
2022-11-08 2022-09-30 13F ISHARES TR cs 464287499 6,593 345 5.52 1,461 5.87 0.0381
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287499 6,248 0 0.00 1,380 0.00 0.0443
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287499 6,248 -4,319 -40.87 1,380 56.64 0.0443
2022-08-08 2022-03-31 13F ISHARES TR RUS MID CAP ETF Stock 464287499 7,633 -2,934 1,622 0.0331
2022-01-12 2021-12-31 13F ISHARES TR RUS MID CAP ETF Stock 464287499 10,567 1,824 20.86 881 28.80 0.0172
2021-10-06 2021-09-30 13F ISHARES TR RUS MID CAP ETF Stock 464287499 8,743 -1 -0.01 684 -1.16 0.0137
2021-07-13 2021-06-30 13F ISHARES TR RUS MID CAP ETF Stock 464287499 8,744 2,507 40.20 692 50.76 0.0143
2021-04-30 2021-03-31 13F ISHARES TR RUS MID CAP ETF Stock 464287499 6,237 4,924 375.02 459 415.73 0.0089
2021-01-25 2020-12-31 13F ISHARES TR RUS MID CAP ETF Stock 464287499 1,313 235 21.80 89 43.55 0.0036
2020-10-29 2020-09-30 13F ISHARES TR RUS MID CAP ETF Stock 464287499 1,078 120 12.53 62 21.57 0.0037
2020-08-05 2020-06-30 13F ISHARES TR RUS MID CAP ETF Stock 464287499 958 -93 -8.85 51 8.51 0.0040
2020-05-12 2020-03-31 13F ISHARES TR RUS MID CAP ETF Stock 464287499 1,051 -1,860 -63.90 47 -73.14 0.0047
2020-01-17 2019-12-31 13F ISHARES TR RUS MID CAP ETF Stock 464287499 2,911 -4,324 -59.77 175 -56.47 0.0132
2019-11-07 2019-09-30 13F ISHARES TR RUS MID CAP ETF Stock 464287499 7,235 -22,544 -75.70 402 -75.03 0.0269
2019-05-15 2019-03-31 13F ISHARES RUSSELL MID CAPETF ETF 464287499 29,779 -12,942 -30.29 1,610 -18.15 0.2198
2019-06-03 2018-12-31 13F/A-10 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 42,721 29,371 220.01 1,967 -33.19 0.1199
2019-01-23 2018-12-31 13F ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 42,721 29,371 1,967 0.1199
2019-06-03 2018-09-30 13F/A-9 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 13,350 74 0.56 2,944 4.55 0.1200
2018-10-25 2018-09-30 13F ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 13,350 74 2,944 0.1200
2019-06-03 2018-06-30 13F/A-8 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 13,276 4,947 59.39 2,816 62.40 0.1184
2018-08-07 2018-06-30 13F ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 13,276 6,402 2,816
2019-06-03 2018-03-31 13F/A-7 ISHARES RUSSELL MID-CAP ETF ETF 464287499 8,329 0 0.00 1,734 0.00 0.0786
2018-05-09 2018-03-31 13F ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 6,874 -1,455 1,419
2019-06-03 2017-12-31 13F/A-6 ISHARES RUSSELL MID-CAP ETF ETF 464287499 8,329 -304 -3.52 1,734 1.88 0.0786
2018-01-24 2017-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 8,329 -304 1,734
2017-10-30 2017-09-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 8,633 298 3.58 1,702 6.31 0.0676
2019-06-03 2017-06-30 13F/A-5 ISHARES RUSSELL MID-CAP ETF ETF 464287499 8,335 851 11.37 1,601 14.28 0.0679
2017-07-31 2017-06-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 8,335 851 1,601
2019-06-03 2017-03-31 13F/A-4 ISHARES RUSSELL MID-CAP ETF ETF 464287499 7,484 -913 -10.87 1,401 -6.72 0.0610
2017-04-26 2017-03-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 7,484 -913 1,401
2019-06-03 2016-12-31 13F/A-3 ISHARES RUSSELL MID-CAP ETF ETF 464287499 8,397 902 12.03 1,502 15.01 0.0725
2017-02-14 2016-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 8,397 902 1,502
2016-11-04 2016-09-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 7,495 435 6.16 1,306 9.93 0.0679
2019-06-03 2016-06-30 13F/A-2 ISHARES RUSSELL MID-CAP ETF ETF 464287499 7,060 -22,719 -76.29 1,188 -26.21 0.0663
2016-08-22 2016-06-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 7,060 -22,719 1,188
2019-06-03 2016-03-31 13F/A-1 ISHARES RUSSELL MID CAPETF ETF 464287499 29,779 21,858 275.95 1,610 26.87 0.2198
2016-05-02 2016-03-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 10,412 2,491 1,696
2016-02-11 2015-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 7,921 7,921 1,269 0.0852
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.