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 6.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

0.86 475M
Energy

Cloudflare Inc

0.84 464M
Technology

Snowflake Inc Ordinary Shares

0.83 456M
Technology

Phillips 66

0.76 417M
Energy

Robinhood Markets Inc Class A

0.67 368M
Financial Services

Datadog Inc Class A

0.66 364M
Technology

Hewlett Packard Enterprise Co

0.61 336M
Technology

Lumentum Holdings Inc

0.56 310M
Technology

Warner Bros. Discovery Inc Ordinary Shares - Class A

0.55 306M
Communication Services

Moderna Inc

0.55 305M
Healthcare

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