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

SecurityIWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
InstitutionAcima Private Wealth, Llc
Latest Disclosed Ownership37,139 shares
Latest Disclosed Value $ 4,758,249
Acima Private Wealth, Llc ownership in IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF

On April 6, 2026 - Acima Private Wealth, Llc filed a 13F-HR form disclosing ownership of 37,139 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) valued at $4,758,249 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 37,139 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $5,274,481 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)
2026-04-06 2026-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 4,758 -6.43 1.4934
2026-01-15 2025-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 5,086 -3.84 1.5783
2025-11-10 2025-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 5,289 2.68 1.6560
2025-07-24 2025-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 5,150 18.04 1.7552
2025-05-09 2025-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 4,363 -7.31 1.5659
2025-02-05 2024-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 4,707 8.06 1.5845
2024-11-12 2024-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 4,356 6.30 1.4600
2024-07-30 2024-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 4,098 -3.33 1.5057
2024-05-14 2024-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 4,239 9.28 1.5629
2024-02-29 2023-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 -26,182 -41.35 3,880 -32.94 1.5147
2024-02-29 2023-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 63,321 26,182 70.50 5,784 61.20 2.5734
2024-02-29 2023-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 3,589 6.12 1.7176
2024-02-29 2023-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 3,382 8.92 1.6604
2024-02-29 2022-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 3,105 6.59 1.5916
2024-02-29 2022-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 2,913 -1.02 1.4971
2024-02-29 2022-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 0 0.00 2,942 -21.17 1.4684
2022-05-02 2022-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 37,139 -5,975 -13.86 3,732 -24.88 1.7237
2022-03-10 2021-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 43,114 3,014 7.52 4,968 10.55 2.1375
2021-11-09 2021-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 40,100 0 0.00 4,494 -0.99 2.0654
2021-08-13 2021-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 40,100 0 0.00 4,539 10.90 2.0833
2021-05-14 2021-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 40,100 0 0.00 4,093 -0.56 2.0113
2021-05-14 2020-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 40,100 20,050 100.00 4,116 18.75 2.1315
2021-05-14 2020-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 20,050 0 0.00 3,466 9.34 2.0901
2021-05-14 2020-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 20,050 0 0.00 3,170 30.02 2.0477
2020-05-01 2020-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 20,050 0 0.00 2,438 -20.30 1.8776
2020-01-24 2019-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 20,050 0 0.00 3,059 7.94 2.1134
2019-10-30 2019-09-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 20,050 0 0.00 2,834 -0.87 2.1658
2019-07-23 2019-06-30 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 20,050 0 0.00 2,859 5.11 2.2550
2019-05-06 2019-03-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 20,050 0 0.00 2,720 19.30 2.3272
2019-02-07 2018-12-31 13F ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 20,050 20,050 2,280 2.2333
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.