iShares Trust - iShares Russell 2000 Growth ETF
US ˙ ARCA ˙ US4642876480

SecurityIWO / iShares Trust - iShares Russell 2000 Growth ETF
InstitutionFirst Merchants Corp
Latest Disclosed Ownership700 shares
Latest Disclosed Value $ 219,667
First Merchants Corp ownership in IWO / iShares Trust - iShares Russell 2000 Growth ETF

On April 16, 2026 - First Merchants Corp filed a 13F-HR form disclosing ownership of 700 shares of iShares Trust - iShares Russell 2000 Growth ETF (US:IWO) valued at $219,667 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 700 shares of iShares Trust - iShares Russell 2000 Growth ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $268,030 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)
2026-04-16 2026-03-31 13F RUSSEL 2000 GWTH Equities 464287648 700 0 0.00 220 -3.10 0.0082
2026-01-12 2025-12-31 13F RUSSEL 2000 GWTH Equities 464287648 700 -354 -33.59 226 -32.94 0.0084
2025-10-22 2025-09-30 13F RUSSEL 2000 GWTH Equities 464287648 1,054 0 0.00 337 11.96 0.0127
2025-07-23 2025-06-30 13F RUSSEL 2000 GWTH Equities 464287648 1,054 0 0.00 301 11.90 0.0117
2025-04-24 2025-03-31 13F RUSSEL 2000 GWTH Equities 464287648 1,054 0 0.00 269 -11.22 0.0107
2025-01-30 2024-12-31 13F RUSSEL 2000 GWTH Equities 464287648 1,054 200 23.42 303 25.21 0.0117
2024-10-24 2024-09-30 13F RUSSEL 2000 GWTH Equities 464287648 854 0 0.00 243 8.04 0.0093
2024-07-25 2024-06-30 13F RUSSEL 2000 GWTH Equities 464287648 854 -500 -36.93 224 -38.80 0.0090
2024-04-25 2024-03-31 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,354 0 0.00 367 7.33 0.0276
2024-01-25 2023-12-31 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,354 0 0.00 342 12.54 0.0280
2023-10-26 2023-09-30 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,354 0 0.00 303 -7.62 0.0270
2023-07-25 2023-06-30 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,354 -45 -3.22 329 3.47 0.0278
2023-04-25 2023-03-31 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,399 0 0.00 317 5.67 0.0283
2023-01-26 2022-12-31 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,399 0 0.00 300 3.81 0.0275
2022-10-25 2022-09-30 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,399 399 39.90 289 40.29 0.0289
2022-07-26 2022-06-30 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,000 -500 -33.33 206 -46.35 0.0204
2022-04-26 2022-03-31 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,500 0 0.00 384 -12.73 0.0314
2022-01-27 2021-12-31 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,500 -125 -7.69 440 -7.76 0.0340
2021-10-26 2021-09-30 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,625 0 0.00 477 -5.73 0.0304
2021-07-26 2021-06-30 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,625 0 0.00 506 3.48 0.0329
2021-04-22 2021-03-31 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,625 0 0.00 489 4.94 0.0326
2021-01-28 2020-12-31 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,625 0 0.00 466 29.44 0.0321
2020-10-28 2020-09-30 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,625 0 0.00 360 7.14 0.0274
2020-07-23 2020-06-30 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,625 0 0.00 336 30.74 0.0283
2020-04-23 2020-03-31 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,625 0 0.00 257 -26.15 0.0333
2020-01-30 2019-12-31 13F RUSSELL 200 GROWTH ETF ETF LARGE CAP/MULTI-CAP 464287648 1,625 0 0.00 348 11.18 0.0356
2019-10-24 2019-09-30 13F ISHARES TR Exchange Traded Fund 464287648 1,625 1,625 313 0.0333
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.