iShares Russell Mid-Cap ETF IWR

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Morningstar’s Analysis IWR

Will IWR outperform in the future?

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

Cheap and broad exposure to mid-cap stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares Russell Mid-Cap offers inexpensive and diversified exposure to US mid-cap stocks, carving a durable advantage in this efficient market segment.

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Portfolio Holdings IWR

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

1.03 585M
Energy

Phillips 66

0.86 489M
Energy

Snowflake Inc Ordinary Shares

0.79 448M
Technology

Cloudflare Inc

0.69 390M
Technology

Moderna Inc

0.65 369M
Healthcare

Datadog Inc Class A

0.62 353M
Technology

Robinhood Markets Inc Class A

0.55 316M
Financial Services

Hewlett Packard Enterprise Co

0.55 311M
Technology

Royal Caribbean Group

0.53 303M
Consumer Cyclical

Simon Property Group Inc

0.49 277M
Real Estate

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