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

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionRiverview Trust Co
Latest Disclosed Ownership3,180 shares
Latest Disclosed Value $ 309,191
Riverview Trust Co ownership in IWR / iShares Trust - iShares Russell Mid-Cap ETF

On May 1, 2026 - Riverview Trust Co filed a 13F-HR form disclosing ownership of 3,180 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $309,191 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,180 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $343,281 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)
2026-05-01 2026-03-31 13F iShares Russell Midcap Index ETF Com 464287499 3,180 0 0.00 309 0.98 0.2682
2026-01-26 2025-12-31 13F iShares Russell Midcap Index ETF Com 464287499 3,180 0 0.00 306 -0.33 0.3686
2025-10-22 2025-09-30 13F iShares Russell Midcap Index ETF Com 464287499 3,180 0 0.00 307 5.14 0.3709
2025-07-21 2025-06-30 13F iShares Russell Midcap Index ETF Com 464287499 3,180 0 0.00 292 8.15 0.3640
2025-04-11 2025-03-31 13F iShares Russell Midcap Index ETF Com 464287499 3,180 0 0.00 271 -3.91 0.2670
2025-02-06 2024-12-31 13F iShares Russell Midcap Index ETF Com 464287499 3,180 0 0.00 281 0.36 0.2556
2024-10-18 2024-09-30 13F iShares Russell Midcap Index ETF Com 464287499 3,180 -115 -3.49 280 4.87 0.2458
2024-07-16 2024-06-30 13F iShares Russell Midcap Index ETF Com 464287499 3,295 -100 -2.95 267 -6.32 0.2532
2024-04-12 2024-03-31 13F iShares Russell Midcap Index ETF Com 464287499 3,395 0 0.00 285 8.37 0.2201
2024-01-24 2023-12-31 13F iShares Russell Midcap Index ETF Com 464287499 3,395 0 0.00 264 11.91 0.2685
2023-10-17 2023-09-30 13F iShares Russell Midcap Index ETF Com 464287499 3,395 2,592 322.79 235 305.17 0.2084
2023-07-18 2023-06-30 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 59 3.57 0.0532
2023-04-20 2023-03-31 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 56 0.0516
2023-01-26 2022-12-31 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 0 -100.00 0.0511
2022-10-27 2022-09-30 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 50 -3.85 0.0484
2022-07-27 2022-06-30 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 52 -17.46 0.0453
2022-04-21 2022-03-31 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 63 -5.97 0.0467
2022-01-19 2021-12-31 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 67 6.35 0.0393
2021-10-14 2021-09-30 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 63 -1.56 0.0667
2021-07-16 2021-06-30 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 64 8.47 0.0676
2021-04-19 2021-03-31 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 59 7.27 0.0658
2021-01-22 2020-12-31 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 55 19.57 0.0608
2020-10-15 2020-09-30 13F iShares Russell Midcap Index ETF Com 464287499 803 0 0.00 46 6.98 0.0529
2020-07-08 2020-06-30 13F iShares Russell Midcap Index ETF Com 464287499 803 215 36.56 43 72.00 0.0417
2020-04-15 2020-03-31 13F/A-1 iShares Russell Midcap Index ETF Com 464287499 588 0 0.00 25 -28.57 0.0240
2020-04-15 2020-03-31 13F iShares Russell Midcap Index ETF Com 464287499 588 0 35 18,673.0404
2020-01-10 2019-12-31 13F iShares Russell Midcap Index ETF Com 464287499 588 0 0.00 35 6.06 0.0235
2019-10-16 2019-09-30 13F iShares Russell Midcap Index ETF Com 464287499 588 0 0.00 33 0.00 0.0230
2019-07-12 2019-06-30 13F iShares Russell Midcap Index ETF Com 464287499 588 0 0.00 33 3.13 0.0232
2019-04-10 2019-03-31 13F iShares Russell Midcap Index ETF Com 464287499 588 0 0.00 32 18.52 0.0242
2019-02-11 2018-12-31 13F iShares Russell Midcap Index ETF COM 464287499 588 588 27 0.0211
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.