Morningstar

iShares Russell Mid-Cap ETF IWR

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

Morningstar’s Analysis IWR

Will IWR outperform in the 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 IWR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IWR 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 IWR’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cheap and broad exposure to mid-cap stocks.

Associate Analyst Brendan McCann

Brendan McCann

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.

by Brendan McCann
Rated on Published on

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Portfolio Holdings IWR

More IWR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

0.67 373M
Energy

Snowflake Inc Ordinary Shares

0.66 365M
Technology

Cloudflare Inc

0.64 356M
Technology

Datadog Inc Class A

0.62 345M
Technology

Phillips 66

0.60 336M
Energy

Robinhood Markets Inc Class A

0.56 312M
Financial Services

Simon Property Group Inc

0.53 297M
Real Estate

Royal Caribbean Group

0.53 293M
Consumer Cyclical

United Rentals Inc

0.47 265M
Industrials

Warner Bros. Discovery Inc Ordinary Shares - Class A

0.47 262M
Communication Services

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