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

SecurityIWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
InstitutionHowe & Rusling Inc
Latest Disclosed Ownership748 shares
Latest Disclosed Value $ 95,834
Howe & Rusling Inc reports 67.84% decrease in ownership of IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF

On April 28, 2026 - Howe & Rusling Inc filed a 13F-HR form disclosing ownership of 748 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) valued at $95,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 2,326 shares of iShares Trust - iShares Russell Mid-Cap Growth ETF. This represents a change in shares of -67.84% during the quarter. The current value of the position is $106,231 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 748 -1,578 -67.84 96 -70.13 0.0063
2026-02-14 2025-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 2,326 0 0.00 319 -3.93 0.0211
2025-11-05 2025-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 2,326 -313 -11.86 331 -9.32 0.0227
2025-08-12 2025-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 2,639 521 24.60 366 47.18 0.0270
2025-06-17 2025-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 2,118 1,578 292.22 249 264.71 0.0209
2025-02-12 2024-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 540 68 14.41 68 23.64 0.0059
2024-11-08 2024-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 472 0 0.00 55 5.77 0.0048
2024-08-14 2024-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 472 -53 -10.10 52 -11.86 0.0047
2024-05-15 2024-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 525 -14 -2.60 60 5.36 0.0057
2024-02-06 2023-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 539 -148 -21.54 56 -9.68 0.0060
2023-11-09 2023-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 687 0 0.00 63 -6.06 0.0074
2023-08-14 2023-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 687 -166 -19.46 66 -14.29 0.0074
2023-05-15 2023-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 853 -36 -4.05 78 4.05 0.0093
2023-02-15 2022-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 889 162 22.28 74 29.82 0.0093
2022-11-14 2022-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 727 0 0.00 57 -1.72 0.0076
2022-08-15 2022-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 727 0 0.00 58 -20.55 0.0074
2022-05-10 2022-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 727 -200 -21.57 73 -31.78 0.0084
2022-02-14 2021-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 927 725 358.91 107 365.22 0.0125
2021-11-15 2021-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 202 0 0.00 23 0.00 0.0029
2021-08-13 2021-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 202 0 0.00 23 9.52 0.0029
2021-05-13 2021-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 202 0 0.00 21 0.00 0.0029
2021-02-08 2020-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 202 -954 -82.53 21 -89.50 0.0032
2020-11-06 2020-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 1,156 842 268.15 200 300.00 0.0343
2020-07-15 2020-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 314 -90 -22.28 50 2.04 0.0092
2020-05-14 2020-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 404 0 0.00 49 -20.97 0.0106
2020-02-05 2019-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 404 0 0.00 62 8.77 0.0103
2019-10-31 2019-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 404 0 0.00 57 -1.72 0.0100
2019-08-12 2019-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 404 -1 -0.25 58 5.45 0.0100
2019-04-29 2019-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 405 0 0.00 55 19.57 0.0095
2019-02-04 2018-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 405 0 0.00 46 -16.36 0.0097
2018-11-07 2018-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 405 0 0.00 55 7.84 0.0092
2018-07-31 2018-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 405 0 0.00 51 2.00 0.0092
2018-05-14 2018-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 405 0 0.00 50 2.04 0.0091
2018-01-24 2017-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 405 0 0.00 49 6.52 0.0089
2017-10-18 2017-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 405 0 0.00 46 4.55 0.0085
2017-07-13 2017-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 405 0 0.00 44 4.76 0.0089
2017-04-18 2017-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 405 -104 -20.43 42 -16.00 0.0084
2017-01-20 2016-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 509 440 637.68 50 614.29 0.0110
2016-10-17 2016-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 69 69 0.00 7 0.0015
2015-07-22 2015-06-30 13F ISHARES TR RUS MD CP GR ETF 464287481 0 -140 -100.00 0 -100.00
2015-04-29 2015-03-31 13F ISHARES TR RUS MD CP GR ETF 464287481 140 140 0.00 14 0.0031
2015-01-30 2014-12-31 13F ISHARES TR RUS MD CP GR ETF 464287481 0 -140 -100.00 0 -100.00
2014-10-31 2014-09-30 13F ISHARES TR RUS MD CP GR ETF 464287481 140 0 0.00 12 -7.69 0.0028
2014-07-31 2014-06-30 13F ISHARES RUS MD CP GR ETF 464287481 140 140 13 0.0029
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.