iShares Trust - iShares Russell Mid-Cap ETF
US ˙ ARCA ˙ US4642874998

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionGreenleaf Trust
Latest Disclosed Ownership31,822 shares
Latest Disclosed Value $ 3,094,053
Greenleaf Trust reports 6.05% decrease in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 31,822 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $3,094,053 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 33,872 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of -6.05% during the quarter. The current value of the position is $3,435,185 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)
2026-04-27 2026-03-31 13F Ishares Tr Russell Midcap ETF Com 464287499 31,822 -2,050 -6.05 3,094 -5.09 0.0170
2026-01-21 2025-12-31 13F Ishares Tr Russell Midcap ETF Com 464287499 33,872 -10,295 -23.31 3,261 -23.55 0.0299
2025-10-22 2025-09-30 13F Ishares Tr Russell Midcap ETF Com 464287499 44,167 -35,795 -44.77 4,264 -42.02 0.0388
2025-07-17 2025-06-30 13F Ishares Tr Russell Midcap ETF Com 464287499 79,962 -2,798 -3.38 7,354 4.46 0.0650
2025-04-30 2025-03-31 13F Ishares Tr Russell Midcap ETF Com 464287499 82,760 7,744 10.32 7,040 6.17 0.0642
2025-01-24 2024-12-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 75,016 -1,156 -1.52 6,631 -1.22 0.0604
2024-10-22 2024-09-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 76,172 1,228 1.64 6,714 10.48 0.0597
2024-07-22 2024-06-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 74,944 0 0.00 6,076 -3.59 0.0576
2024-04-29 2024-03-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 74,944 72 0.10 6,302 8.30 0.0586
2024-01-31 2023-12-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 74,872 6,089 8.85 5,820 22.17 0.0624
2023-11-09 2023-09-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 68,783 6,173 9.86 4,763 4.18 0.0549
2023-08-09 2023-06-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 62,610 -1,827 -2.84 4,572 1.49 0.0486
2023-05-11 2023-03-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 64,437 -3,027 -4.49 4,505 112,525.00 0.0509
2023-01-25 2022-12-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 67,464 11,335 20.19 5 -99.89 0.0576
2022-11-10 2022-09-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 56,129 35,598 173.39 3,488 162.65 0.0516
2022-08-12 2022-06-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 20,531 2,247 12.29 1,328 -6.94 0.0201
2022-04-27 2022-03-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 18,284 0 0.00 1,427 -5.99 0.0170
2022-02-11 2021-12-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 18,284 1,088 6.33 1,518 12.86 0.0178
2021-11-12 2021-09-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 17,196 0 0.00 1,345 -1.32 0.0164
2021-08-10 2021-06-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 17,196 0 0.00 1,363 7.24 0.0169
2021-04-30 2021-03-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 17,196 2,368 15.97 1,271 25.10 0.0168
2021-02-08 2020-12-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 14,828 1,893 14.63 1,016 36.93 0.0135
2020-10-30 2020-09-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 12,935 0 0.00 742 7.07 0.0115
2020-08-12 2020-06-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 12,935 0 0.00 693 24.19 0.0121
2020-04-29 2020-03-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 12,935 0 0.00 558 -27.63 0.0111
2020-02-11 2019-12-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 12,935 0 0.00 771 6.49 0.0121
2019-11-08 2019-09-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 12,935 -965 -6.94 724 -6.82 0.0112
2019-07-24 2019-06-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 13,900 0 0.00 777 3.60 0.0123
2019-05-08 2019-03-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 13,900 0 0.00 750 16.10 0.0124
2019-02-07 2018-12-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 13,900 9,867 244.66 646 -27.33 0.0128
2018-10-29 2018-09-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 4,033 0 0.00 889 3.86 0.0161
2018-08-07 2018-06-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 4,033 50 1.26 856 4.14 0.0163
2018-04-30 2018-03-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 3,983 0 0.00 822 -0.84 0.0163
2018-02-08 2017-12-31 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 3,983 483 13.80 829 20.14 0.0168
2017-11-13 2017-09-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 3,500 0 0.00 690 2.68 0.0151
2017-07-24 2017-06-30 13F Ishares Tr Russell Midcap ETF RUS MID CAP ETF 464287499 3,500 0 0.00 672 2.60 0.0153
2017-04-28 2017-03-31 13F Ishares Tr Russell Midcap ETF RUS MID-CAP ETF 464287499 3,500 -185 -5.02 655 -0.61 0.0158
2017-01-24 2016-12-31 13F Ishares Tr Russell Midcap ETF RUS MID-CAP ETF 464287499 3,685 -5 -0.14 659 2.49 0.0173
2016-10-19 2016-09-30 13F Ishares Tr Russell Midcap ETF RUS MID-CAP ETF 464287499 3,690 3,690 643 0.0169
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.