iShares Trust - iShares Morningstar Mid-Cap Growth ETF
US ˙ ARCA ˙ US4642883072

SecurityIMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
InstitutionCertified Advisory Corp
Latest Disclosed Ownership97,866 shares
Latest Disclosed Value $ 7,708,873
Certified Advisory Corp reports 22.84% increase in ownership of IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 97,866 shares of iShares Trust - iShares Morningstar Mid-Cap Growth ETF (US:IMCG) valued at $7,708,905 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 79,672 shares of iShares Trust - iShares Morningstar Mid-Cap Growth ETF. This represents a change in shares of 22.84% during the quarter. The current value of the position is $9,365,776 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)
2026-04-17 2026-03-31 13F ISHARES TR MRGSTR MD CP GRW 464288307 97,866 18,194 22.84 7,709 21.18 0.6914
2026-01-12 2025-12-31 13F ISHARES TR MRGSTR MD CP GRW 464288307 79,672 4,075 5.39 6,361 1.71 0.5796
2025-11-13 2025-09-30 13F ISHARES TR MRGSTR MD CP GRW 464288307 75,597 -946 -1.24 6,254 1.84 0.5940
2025-08-14 2025-06-30 13F ISHARES TR MRGSTR MD CP GRW 464288307 76,543 9,411 14.02 6,141 28.07 0.6383
2025-05-08 2025-03-31 13F ISHARES TR MRGSTR MD CP GRW 464288307 67,132 -469 -0.69 4,795 -6.07 0.5429
2025-01-15 2024-12-31 13F ISHARES TR MRGSTR MD CP GRW 464288307 67,601 3,566 5.57 5,106 9.27 0.5541
2024-11-12 2024-09-30 13F ISHARES TR MRGSTR MD CP GRW 464288307 64,035 2,934 4.80 4,673 12.88 0.5177
2024-08-13 2024-06-30 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 61,101 -1,308 -2.10 4,140 -6.17 0.5193
2024-05-10 2024-03-31 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 62,409 -3,688 -5.58 4,411 3.57 0.6154
2024-02-09 2023-12-31 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 66,097 637 0.97 4,260 13.91 0.6462
2023-11-13 2023-09-30 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 65,460 -1,949 -2.89 3,740 -8.96 0.6877
2023-08-14 2023-06-30 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 67,409 3,274 5.10 4,108 11.27 0.7553
2023-05-17 2023-03-31 13F/A-1 ISHARES TR MID GRWTH INDX ETF ETF 464288307 64,135 1,594 2.55 3,692 9.56 0.6562
2023-05-15 2023-03-31 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 64,135 1,594 3,692 0.6560
2023-02-15 2022-12-31 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 62,541 9,562 18.05 3,370 26.23 0.6660
2022-11-14 2022-09-30 13F ISHARES TR MRGSTR MD CP GRW 464288307 52,979 -7,444 -12.32 2,669 -14.95 0.6091
2022-08-15 2022-06-30 13F ISHARES TR MID GRWTH INDX ETF MRGSTR MD CP GRW 464288307 60,423 14,069 30.35 3,138 5.30 0.6996
2022-05-13 2022-03-31 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 46,354 6,245 15.57 2,980 1.43 0.6332
2022-02-14 2021-12-31 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 40,109 20,088 100.33 2,938 113.05 0.6481
2021-11-15 2021-09-30 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 20,021 8,788 78.23 1,379 78.17 0.3350
2021-08-16 2021-06-30 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 11,233 10,202 989.52 774 98.46 0.1946
2021-05-10 2021-03-31 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 1,031 831 415.50 390 561.02 0.1011
2020-07-27 2020-06-30 13F ISHARES TR MID GRWTH INDX ETF ETF 464288307 200 200 59 0.0195
2018-02-22 2017-12-31 13F ISHARES TR MID GRWTH INDX ETF MRGSTR MD CP GRW 464288307 0 0 0 0.0000
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.