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

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionRMR Wealth Builders
Latest Disclosed Ownership13,782 shares
Latest Disclosed Value $ 1,340,070
RMR Wealth Builders reports 2.90% decrease in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 13,782 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $1,340,024 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 14,193 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of -2.90% during the quarter. The current value of the position is $1,463,786 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)
2026-04-22 2026-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 13,782 -411 -2.90 1,340 -1.90 0.1055
2026-01-29 2025-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 14,193 -213 -1.48 1,366 -1.73 0.1093
2025-11-05 2025-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 14,406 613 4.44 1,391 9.62 0.1164
2025-07-08 2025-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 13,793 833 6.43 1,269 15.06 0.1153
2025-04-16 2025-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 12,960 -82 -0.63 1,103 -4.34 0.1160
2025-01-14 2024-12-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 13,042 -467 -3.46 1,153 -3.19 0.1192
2025-01-10 2024-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 13,042 -467 1,153 0.1199
2024-10-21 2024-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 13,509 -2,149 -13.72 1,191 -6.23 0.1262
2024-07-23 2024-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 15,658 -1,465 -8.56 1,270 -11.81 0.1457
2024-04-15 2024-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 17,123 98 0.58 1,440 8.77 0.1741
2024-02-06 2023-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 17,025 854 5.28 1,323 18.23 0.1859
2023-10-23 2023-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 16,171 -46 -0.28 1,120 -5.49 0.1788
2023-07-21 2023-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 16,217 1,232 8.22 1,184 13.09 0.2015
2023-04-11 2023-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 14,985 26 0.17 1,048 3.87 0.1992
2023-02-15 2022-12-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 14,959 3,775 33.75 1,009 45.04 0.2288
2023-02-02 2022-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 14,959 3,775 1 0.2720
2022-11-08 2022-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 11,184 -26 -0.23 695 -4.14 0.1700
2022-08-02 2022-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 11,210 -792 -6.60 725 -22.63 0.1807
2022-05-13 2022-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 12,002 -318 -2.58 937 -8.41 0.2010
2022-02-02 2021-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 12,320 -4,421 -26.41 1,023 -21.85 0.2938
2021-10-18 2021-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 16,741 3,266 24.24 1,309 22.57 0.3844
2021-08-16 2021-06-30 13F ISHARES RUSSELL MID-CAP ETF Exchange Traded Fund 464287499 13,475 -5,935 -30.58 1,068 -25.57 0.3501
2021-05-13 2021-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 19,410 13,732 241.85 1,435 268.89 0.3728
2021-02-26 2020-12-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 5,678 -13,788 -70.83 389 -65.17 0.1911
2021-02-09 2020-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 205 -19,261 403 220,607.9583
2020-11-13 2020-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 19,466 17,329 810.90 1,117 871.30 0.2900
2020-08-19 2020-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 2,137 -270 -11.22 115 -20.14 0.1025
2020-03-03 2019-12-31 13F ISHARES TR RUS MID CAP ETF RUS MID CAP ETF 464287499 2,407 2,407 144 0.1387
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.