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

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionRetirement Planning Group
Latest Disclosed Ownership10,676 shares
Latest Disclosed Value $ 1,038,020
Retirement Planning Group reports 27.43% increase in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On May 4, 2026 - Retirement Planning Group filed a 13F-HR form disclosing ownership of 10,676 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $1,038,027 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,378 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of 27.43% during the quarter. The current value of the position is $1,133,898 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 MID CAP ETF 464287499 10,676 2,298 27.43 1,038 28.78 0.0322
2026-02-03 2025-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 8,378 -48 -0.57 807 -0.86 0.0265
2025-10-27 2025-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 8,426 57 0.68 814 5.72 0.0282
2025-07-30 2025-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 8,369 -39 -0.46 770 7.55 0.0327
2025-04-10 2025-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 8,408 41 0.49 715 -3.25 0.0335
2025-02-18 2024-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 8,367 9 0.11 740 0.41 0.0372
2024-10-10 2024-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 8,358 5 0.06 737 8.71 0.0401
2024-07-12 2024-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 8,353 -417 -4.75 677 -8.14 0.0431
2024-04-12 2024-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 8,770 4 0.05 737 8.22 0.0565
2024-01-16 2023-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 8,766 -30 -0.34 681 11.82 0.0610
2023-10-25 2023-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 8,796 0 0.00 609 -5.14 0.0647
2023-07-24 2023-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 8,796 807 10.10 642 15.05 0.0641
2023-04-20 2023-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 7,989 4 0.05 559 3.72 0.0595
2023-01-19 2022-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 7,985 11 0.14 539 8.47 0.0615
2022-10-14 2022-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 7,974 -62 -0.77 496 -4.62 0.0624
2022-07-13 2022-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 8,036 -1,046 -11.52 520 -26.66 0.0642
2022-04-19 2022-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 9,082 -239 -2.56 709 -8.40 0.0775
2022-01-20 2021-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 9,321 7 0.08 774 6.17 0.0748
2021-10-18 2021-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 9,314 0 0.00 729 -1.22 0.0829
2021-07-19 2021-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 9,314 5 0.05 738 7.27 0.0847
2021-04-26 2021-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 9,309 179 1.96 688 9.90 0.0947
2021-01-27 2020-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 9,130 -173 -1.86 626 17.23 0.0907
2020-10-15 2020-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 9,303 -30 -0.32 534 6.80 0.0871
2020-08-06 2020-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 9,333 -679 -6.78 500 15.74 0.0919
2020-05-05 2020-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 10,012 13 0.13 432 -27.52 0.1032
2020-01-29 2019-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 9,999 8 0.08 596 6.62 0.1186
2019-10-25 2019-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 9,991 -89 -0.88 559 -0.71 0.1183
2019-07-25 2019-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 10,080 -20 -0.20 563 3.30 0.1277
2019-05-06 2019-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 10,100 4 0.04 545 16.20 0.1316
2019-02-06 2018-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 10,096 7,441 280.26 469 -19.83 0.1253
2018-11-07 2018-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 2,655 -14 -0.52 585 3.36 0.1507
2018-08-07 2018-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 2,669 -65 -2.38 566 0.35 0.1525
2018-05-07 2018-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 2,734 19 0.70 564 -0.18 0.1531
2018-01-31 2017-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 2,715 -79 -2.83 565 2.54 0.1543
2017-10-16 2017-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 2,794 50 1.82 551 4.55 0.1572
2017-07-31 2017-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 2,744 -35 -1.26 527 1.35 0.1583
2017-04-27 2017-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 2,779 -153 -5.22 520 -0.76 0.1581
2017-01-30 2016-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 2,932 44 1.52 524 4.17 0.1676
2016-11-03 2016-09-30 13F ISHARES TR RUS MID-CAP ETF 464287499 2,888 -1,870 -39.30 503 -37.12 0.1627
2016-08-03 2016-06-30 13F ISHARES TR RUS MID-CAP ETF 464287499 4,758 34 0.72 800 3.90 0.2712
2016-05-16 2016-03-31 13F ISHARES TR RUS MID-CAP ETF 464287499 4,724 -230 -4.64 770 -2.90 0.2726
2016-02-08 2015-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 4,954 229 4.85 793 7.89 0.2930
2015-11-12 2015-09-30 13F ISHARES TR RUS MID-CAP ETF 464287499 4,725 151 3.30 735 -5.65 0.3224
2015-08-07 2015-06-30 13F ISHARES TR RUS MID-CAP ETF 464287499 4,574 -16 -0.35 779 -2.01 0.3186
2015-05-13 2015-03-31 13F ISHARES TR RUS MID-CAP ETF 464287499 4,590 -62 -1.33 795 2.32 0.3167
2015-02-24 2014-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 4,652 42 0.91 777 6.44 0.2396
2014-10-21 2014-09-30 13F iShares Russell MidCap Index ETF COM 464287499 4,610 0 0.00 730 -2.54 0.2276
2014-07-30 2014-06-30 13F iShares Russell MidCap Index ETF COM 464287499 4,610 113 2.51 749 7.61 0.2268
2014-07-30 2014-03-31 13F iShares Russell MidCap Index ETF COM 464287499 4,497 64 1.44 696 4.66 0.2247
2014-01-30 2013-12-31 13F iShares Russell MidCap Index E COM 464287499 4,433 -661 -12.98 665 -6.07 0.2364
2013-10-25 2013-09-30 13F iShares Russell MidCap Index E COM 464287499 5,094 661 14.91 708 22.92 0.2568
2013-08-28 2013-06-30 13F iShares Russell MidCap Index E COM 464287499 4,433 4,433 576 0.2369
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.