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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 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.

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.

by Mo'ath Almahasneh
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 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Phillips 66

0.64 209.2 Mil
Energy

Parker Hannifin Corp

0.64 208.9 Mil
Industrials

Trane Technologies PLC Class A

0.61 200.4 Mil
Industrials

Amphenol Corp Class A

0.60 197.5 Mil
Technology

TransDigm Group Inc

0.59 192.6 Mil
Industrials

KKR & Co Inc Ordinary Shares

0.58 189.8 Mil
Financial Services

CrowdStrike Holdings Inc Class A

0.57 186.9 Mil
Technology

Constellation Energy Corp

0.55 178.5 Mil
Utilities

Apollo Global Management Inc Class A

0.53 174.8 Mil
Financial Services

PACCAR Inc

0.53 174.8 Mil
Industrials