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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 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trane Technologies PLC Class A

0.67 228.1 Mil
Industrials

Amphenol Corp Class A

0.67 227.9 Mil
Technology

CrowdStrike Holdings Inc Class A

0.62 213.8 Mil
Technology

Parker Hannifin Corp

0.62 213.5 Mil
Industrials

Constellation Energy Corp

0.62 213.0 Mil
Utilities

KKR & Co Inc Ordinary Shares

0.60 206.6 Mil
Financial Services

TransDigm Group Inc

0.60 205.5 Mil
Industrials

Phillips 66

0.57 193.7 Mil
Energy

Cintas Corp

0.53 181.2 Mil
Industrials

Marvell Technology Inc

0.52 176.8 Mil
Technology