iShares Trust - iShares Russell Mid-Cap Growth ETF
US ˙ ARCA ˙ US4642874816

SecurityIWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
InstitutionSigma Planning Corp
Latest Disclosed Ownership43,004 shares
Latest Disclosed Value $ 5,509,631
Sigma Planning Corp reports 4.99% increase in ownership of IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 43,004 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) valued at $5,509,672 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 40,959 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF. This represents a change in shares of 4.99% during the quarter. The current value of the position is $6,156,453 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 MD CP GR ETF 464287481 43,004 2,045 4.99 5,510 -1.94 0.1530
2026-01-30 2025-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 40,959 3,854 10.39 5,619 6.32 0.1551
2025-11-10 2025-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 37,105 2,227 6.39 5,284 9.26 0.1502
2025-08-05 2025-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 34,878 594 1.73 4,837 20.06 0.1454
2025-05-02 2025-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 34,284 373 1.10 4,028 -6.28 0.1285
2025-02-03 2024-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 33,911 666 2.00 4,298 10.23 0.1350
2024-11-04 2024-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 33,245 754 2.32 3,899 8.76 0.1194
2024-08-06 2024-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 32,491 -1,018 -3.04 3,585 -6.25 0.1136
2024-05-02 2024-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 33,509 16,793 100.46 3,825 119.01 0.1202
2024-02-01 2023-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 16,716 -15,289 -47.77 1,746 -40.27 0.1366
2023-11-06 2023-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 32,005 747 2.39 2,924 -3.21 0.1096
2023-08-02 2023-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 31,258 -2,540 -7.52 3,020 -1.85 0.1085
2023-05-08 2023-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 33,798 476 1.43 3,077 10.48 0.1023
2023-01-24 2022-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 33,322 65 0.20 2,786 6.79 0.0996
2022-11-10 2022-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 33,257 1,523 4.80 2,608 3.74 0.0994
2022-08-11 2022-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 31,734 -40 -0.13 2,514 -21.27 0.0874
2022-04-20 2022-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 31,774 -2,311 -6.78 3,193 -18.69 0.0957
2022-02-02 2021-12-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 34,085 1,280 3.90 3,927 6.80 0.1094
2021-10-28 2021-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 32,805 -720 -2.15 3,677 -3.11 0.1106
2021-08-13 2021-06-30 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 33,525 -8,630 -20.47 3,795 -11.79 0.1131
2021-05-06 2021-03-31 13F ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 42,155 655 1.58 4,302 0.99 0.1374
2021-02-09 2020-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 41,500 20,712 99.63 4,260 18.53 0.1449
2020-11-03 2020-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 20,788 603 2.99 3,594 12.59 0.1422
2020-07-31 2020-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 20,185 -9,449 -31.89 3,192 -11.41 0.1401
2020-05-01 2020-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 29,634 -1,083 -3.53 3,603 -23.13 0.2139
2020-02-03 2019-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 30,717 43 0.14 4,687 8.10 0.1977
2019-11-01 2019-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 30,674 4,545 17.39 4,336 16.37 0.2081
2019-08-01 2019-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 26,129 -1,689 -6.07 3,726 -1.27 0.1920
2019-05-01 2019-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 27,818 13,492 94.18 3,774 131.68 0.2143
2019-01-31 2018-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 14,326 1,099 8.31 1,629 -9.15 0.1185
2018-11-07 2018-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 13,227 439 3.43 1,793 10.61 0.1054
2018-08-02 2018-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 12,788 867 7.27 1,621 10.57 0.1085
2018-05-11 2018-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 11,921 2,899 32.13 1,466 34.74 0.1072
2018-02-07 2017-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 9,022 905 11.15 1,088 18.39 0.0838
2017-11-06 2017-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 8,117 1,325 19.51 919 25.20 0.0758
2017-08-02 2017-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 6,792 1,508 28.54 734 33.94 0.0690
2017-04-24 2017-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 5,284 1,517 40.27 548 49.32 0.0531
2017-01-23 2016-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 3,767 1,492 65.58 367 65.32 0.0401
2016-11-07 2016-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 2,275 2,275 0.00 222 0.0263
2016-04-18 2016-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 0 -4,820 -100.00 0 -100.00
2016-01-20 2015-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 4,820 54 1.13 443 4.98 0.0620
2015-11-02 2015-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 4,766 2,477 108.21 422 90.09 0.0669
2015-07-14 2015-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 2,289 -693 -23.24 222 -23.97 0.0306
2015-04-23 2015-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 2,982 581 24.20 292 30.36 0.0387
2015-02-13 2014-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 2,401 2,401 224 0.0296
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.