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iShares Russell Mid-Cap ETF IWR

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWR

Will IWR outperform in future?

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

Well-diversified mid-cap exposure

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

IShares Russell Mid-Cap ETF effectively combines a broadly diversified portfolio of U.S. mid-cap stocks with low turnover and a low price, providing it with a durable edge over peers.

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Portfolio Holdings IWR

  • Current Portfolio Date
  • Equity Holdings 814
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 5.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.57
163,333,219
Energy
0.55
158,625,338
Industrials
0.53
152,540,372
Technology
0.52
150,114,848
Financial Services
0.51
146,413,953
Industrials
0.51
144,892,479
Industrials
0.50
143,197,828
Technology
0.50
142,527,368
Financial Services
0.49
140,057,977
Financial Services
0.49
139,638,004
Financial Services