iShares Trust - iShares Core S&P Mid-Cap ETF
US ˙ ARCA ˙ US4642875078

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionWP Advisors, LLC
Latest Disclosed Ownership27,786 shares
Latest Disclosed Value $ 1,876,387
WP Advisors, LLC reports 0.75% increase in ownership of IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On May 4, 2026 - WP Advisors, LLC filed a 13F-HR form disclosing ownership of 27,786 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $1,876,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 27,579 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. This represents a change in shares of 0.75% during the quarter. The current value of the position is $2,087,562 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 CORE S&P MCP ETF 464287507 27,786 207 0.75 1,876 3.08 0.4854
2026-01-28 2025-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 27,579 136 0.50 1,820 1.68 0.4533
2025-10-22 2025-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 27,443 88 0.32 1,791 5.54 0.4552
2025-08-08 2025-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 27,355 85 0.31 1,697 6.60 0.4660
2025-05-12 2025-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 27,270 76 0.28 1,591 -6.08 0.5298
2025-02-03 2024-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 27,194 116 0.43 1,694 0.41 0.5645
2024-11-07 2024-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 27,078 103 0.38 1,688 6.91 0.6166
2024-07-30 2024-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 26,975 76 0.28 1,579 -3.37 0.5041
2024-05-08 2024-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 26,899 21,533 401.29 1,634 9.82 0.5360
2024-01-31 2023-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 5,366 48 0.90 1,487 12.14 0.5505
2023-10-30 2023-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,318 0 0.00 1,326 -4.60 0.5483
2023-07-26 2023-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,318 16 0.30 1,391 4.83 0.5564
2023-04-14 2023-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 5,302 20 0.38 1,326 3.84 0.5471
2023-01-20 2022-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 5,282 52 0.99 1,278 11.33 0.5712
2022-10-24 2022-09-30 13F iShares S&P MidCap 400 CORE S&P MCP ETF 464287507 5,230 0 0.00 1,147 -3.04 0.5194
2022-07-12 2022-06-30 13F iShares S&P MidCap 400 CORE S&P MCP ETF 464287507 5,230 19 0.36 1,183 -15.38 0.5143
2022-04-25 2022-03-31 13F iShares S&P MidCap 400 CORE S&P MCP ETF 464287507 5,211 16 0.31 1,398 -4.96 0.5758
2022-02-02 2021-12-31 13F iShares S&P MidCap 400 CORE S&P MCP ETF 464287507 5,195 38 0.74 1,471 8.40 0.6129
2021-10-20 2021-09-30 13F iShares S&P MidCap 400 CORE S&P MCP ETF 464287507 5,157 0 0.00 1,357 -2.09 0.5565
2021-07-22 2021-06-30 13F iShares S&P MidCap 400 CORE S&P MCP ETF 464287507 5,157 27 0.53 1,386 3.82 0.5778
2021-05-06 2021-03-31 13F iShares S&P MidCap 400 CORE S&P MCP ETF 464287507 5,130 0 0.00 1,335 13.23 0.5767
2021-01-27 2020-12-31 13F iShares S&P MidCap 400 CORE S&P MCP ETF 464287507 5,130 15 0.29 1,179 24.37 0.5693
2020-10-16 2020-09-30 13F iShares S&P MidCap 400 CORE S&P MCP ETF 464287507 5,115 23 0.45 948 4.75 0.5713
2020-08-07 2020-06-30 13F iShares S&P MidCap 400 CORE S&P MCP ETF 464287507 5,092 48 0.95 905 24.66 0.6364
2020-04-29 2020-03-31 13F iShares S&P MidCap 400 CORE S&P MCP ETF 464287507 5,044 5,044 726 0.7052
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.