iShares Trust - iShares 핵심 S&P 중형 ETF
US ˙ ARCA ˙ US4642875078

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionWealth Group Ltd
Latest Disclosed Ownership39,084 shares
Latest Disclosed Value $ 2,639,334
Wealth Group Ltd reports 4.75% decrease in ownership of IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On April 10, 2026 - Wealth Group Ltd filed a 13F-HR form disclosing ownership of 39,084 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $2,639,343 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 41,034 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. This represents a change in shares of -4.75% during the quarter. The current value of the position is $2,890,262 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)
2026-04-10 2026-03-31 13F ISHARES CORE S&P MCP ETF 464287507 39,084 -1,950 -4.75 2,639 -2.55 0.6011
2026-01-12 2025-12-31 13F ISHARES CORE S&P MCP ETF 464287507 41,034 -239 -0.58 2,708 0.56 0.6062
2025-10-08 2025-09-30 13F ISHARES CORE S&P MCP ETF 464287507 41,273 -2,659 -6.05 2,693 -1.14 0.6233
2025-07-16 2025-06-30 13F ISHARES CORE S&P MCP ETF 464287507 43,932 -2,833 -6.06 2,725 -0.15 0.6937
2025-04-10 2025-03-31 13F ISHARES CORE S&P MCP ETF 464287507 46,765 -3,562 -7.08 2,729 -12.98 0.7995
2025-01-08 2024-12-31 13F ISHARES CORE S&P MCP ETF 464287507 50,327 -1,920 -3.67 3,136 -3.72 0.9066
2024-10-08 2024-09-30 13F ISHARES CORE S&P MCP ETF 464287507 52,247 -538 -1.02 3,256 5.44 0.9478
2024-07-09 2024-06-30 13F ISHARES CORE S&P MCP ETF 464287507 52,785 160 0.30 3,089 -1.87 0.9331
2024-05-14 2024-03-31 13F ISHARES CORE S&P MCP ETF 464287507 52,625 41,465 371.55 3,148 2.84 0.9689
2024-02-08 2023-12-31 13F ISHARES CORE S&P MCP ETF 464287507 11,160 11,160 3,060 1.0110
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.