iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
US ˙ ARCA ˙ US4642876068

SecurityIJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
InstitutionLexAurum Advisors, LLC
Latest Disclosed Ownership6,258 shares
Latest Disclosed Value $ 629,646
LexAurum Advisors, LLC reports 0.19% increase in ownership of IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF

On April 13, 2026 - LexAurum Advisors, LLC filed a 13F-HR form disclosing ownership of 6,258 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (US:IJK) valued at $629,680 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 6, 2025 disclosing 6,246 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF. This represents a change in shares of 0.19% during the quarter. The current value of the position is $723,237 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)
2026-04-13 2026-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 6,258 12 0.19 630 5.18 0.0817
2025-11-06 2025-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 6,246 -34 -0.54 599 4.73 0.0849
2025-07-17 2025-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 6,280 6 0.10 571 9.39 0.0902
2025-04-14 2025-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 6,274 5 0.08 522 -8.42 0.1001
2025-01-21 2024-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 6,269 9 0.14 570 -0.87 0.1129
2024-10-17 2024-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 6,260 9 0.14 576 4.55 0.1265
2024-07-15 2024-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 6,251 -428 -6.41 551 -9.69 0.1344
2024-04-10 2024-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 6,679 372 5.90 609 22.04 0.1532
2024-01-10 2023-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 6,307 25 0.40 500 10.15 0.1310
2023-10-16 2023-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 6,282 13 0.21 454 -3.62 0.1326
2023-07-25 2023-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 6,269 9 0.14 470 5.15 0.1416
2023-04-11 2023-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 6,260 10 0.16 448 4.93 0.1486
2023-01-23 2022-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 6,250 23 0.37 427 8.67 0.1529
2022-10-17 2022-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 6,227 0 0.00 392 -1.26 0.1515
2022-08-05 2022-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 6,227 8 0.13 397 -17.46 0.1485
2022-05-04 2022-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 6,219 7 0.11 481 -9.25 0.1569
2022-01-24 2021-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 6,212 11 0.18 530 7.94 0.1725
2021-11-03 2021-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 6,201 0 0.00 491 -2.19 0.1450
2021-07-19 2021-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 6,201 -142 -2.24 502 1.01 0.1487
2021-04-22 2021-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 6,343 0 0.00 497 8.52 0.1699
2021-01-20 2020-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 6,343 4,759 300.44 458 20.84 0.1642
2020-10-22 2020-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,584 2 0.13 379 7.06 0.1556
2020-07-22 2020-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,582 4 0.25 354 25.53 0.1934
2020-04-22 2020-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,578 0 0.00 282 -25.00 0.1955
2020-01-27 2019-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,578 5 0.32 376 6.82 0.1856
2019-10-17 2019-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,573 0 0.00 352 -1.12 0.2083
2019-07-19 2019-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,573 48 3.15 356 6.59 0.2198
2019-05-03 2019-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,525 2 0.13 334 14.78 0.2211
2019-02-07 2018-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,523 574 60.48 291 31.67 0.2252
2018-11-08 2018-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 949 949 221 0.1549
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.