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Morningstar

iShares Russell Mid-Cap Growth ETF IWP

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWP

Will IWP outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IWP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IWP’s parent organization’s priorities and whether they’re in line with investors’ interests.

A broadly diversified mid-cap growth fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from March 3, 2023.

by Zachary Evens
Rated on Published on

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Portfolio Holdings IWP

More IWP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

2.00 282.7 Mil
Technology

Apollo Global Management Inc Class A

1.85 262.4 Mil
Financial Services

DexCom Inc

1.62 229.1 Mil
Healthcare

Cintas Corp

1.60 227.1 Mil
Industrials

Copart Inc

1.46 206.0 Mil
Industrials

Spotify Technology SA

1.33 187.9 Mil
Communication Services

W.W. Grainger Inc

1.32 186.6 Mil
Industrials

Palantir Technologies Inc Ordinary Shares - Class A

1.30 184.2 Mil
Technology

Ross Stores Inc

1.28 181.4 Mil
Consumer Cyclical

Ameriprise Financial Inc

1.28 180.5 Mil
Financial Services