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

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership18,854 shares
Latest Disclosed Value $ 1,833,175
Legacy Bridge, LLC reports 0.69% increase in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 18,854 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $1,833,174 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 18,724 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of 0.69% during the quarter. The current value of the position is $2,035,289 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 MID CAP ETF 464287499 18,854 130 0.69 1,833 1.72 0.6991
2026-01-23 2025-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 18,724 -70 -0.37 1,803 -0.66 0.7316
2025-11-12 2025-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 18,794 100 0.53 1,815 5.53 0.7551
2025-08-06 2025-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 18,694 255 1.38 1,719 9.63 0.8160
2025-05-08 2025-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 18,439 400 2.22 1,569 -1.63 0.8753
2025-01-22 2024-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 18,039 0 0.00 1,595 0.31 0.8314
2024-11-07 2024-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 18,039 -340 -1.85 1,590 6.64 0.8562
2024-08-06 2024-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 18,379 0 0.00 1,490 -3.56 0.8784
2024-04-25 2024-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 18,379 -181 -0.98 1,545 7.14 0.9041
2024-01-17 2023-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 18,560 -120 -0.64 1,443 11.52 0.9349
2023-10-11 2023-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 18,680 -2,000 -9.67 1,294 -14.37 0.9221
2023-07-11 2023-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 20,680 600 2.99 1,510 7.63 1.0081
2023-04-24 2023-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 20,080 0 0.00 1,404 3.62 0.9795
2023-01-11 2022-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 20,080 0 0.00 1,354 8.49 0.9627
2022-11-02 2022-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 20,080 0 0.00 1,248 -3.85 0.9955
2022-07-21 2022-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 20,080 0 0.00 1,298 -17.17 0.9579
2022-04-28 2022-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 20,080 -75 -0.37 1,567 -6.34 0.9155
2022-01-18 2021-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 20,155 1,370 7.29 1,673 13.89 0.8715
2021-10-26 2021-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 18,785 25 0.13 1,469 -1.21 0.8468
2021-08-03 2021-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 18,760 350 1.90 1,487 9.26 0.8410
2021-04-29 2021-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 18,410 3,400 22.65 1,361 32.26 0.8806
2021-02-02 2020-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 15,010 0 0.00 1,029 19.51 0.7459
2020-10-19 2020-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 15,010 0 0.00 861 6.96 0.7860
2020-08-04 2020-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 15,010 0 0.00 805 24.23 0.8859
2020-05-01 2020-03-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 15,010 -6,650 -30.70 648 -49.81 0.8161
2020-04-09 2020-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 15,010 -6,650 648 821,938.6590
2020-02-04 2019-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 21,660 0 0.00 1,291 6.52 1.0720
2019-10-15 2019-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 21,660 0 0.00 1,212 0.17 1.1571
2019-07-11 2019-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 21,660 0 0.00 1,210 3.51 1.1671
2019-04-26 2019-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 21,660 0 0.00 1,169 16.09 1.2051
2019-01-25 2018-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 21,660 21,660 1,007 1.2461
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.