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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.

Associate Analyst Zachary Evens

Zachary Evens

Associate Analyst

Summary

IShares Russell Mid-Cap Growth ETF IWP provides a market-cap-weighted portfolio that effectively represents the mid-cap growth Morningstar Category. While its fee of 0.23% is low, it is not as competitive as it once was and results in a Morningstar Analyst Rating downgrade to Bronze from Silver.

by Zachary Evens
Rated on Published on

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Portfolio Holdings IWP

More IWP Holdings
  • Current Portfolio Date
  • Equity Holdings 332
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

1.69
223,495,169
Technology

Apollo Global Management Inc Class A

1.65
218,010,389
Financial Services

DexCom Inc

1.54
203,504,025
Healthcare

Cheniere Energy Inc

1.50
198,156,321
Energy

Copart Inc

1.48
195,140,206
Industrials

Cintas Corp

1.45
191,761,248
Industrials

Ross Stores Inc

1.39
183,341,002
Consumer Cyclical

Paychex Inc

1.34
176,801,706
Industrials

IDEXX Laboratories Inc

1.32
174,066,949
Healthcare

Palantir Technologies Inc Ordinary Shares - Class A

1.28
168,296,371
Technology