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.

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.

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 6.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

0.87 480M
Energy

Snowflake Inc Ordinary Shares

0.85 470M
Technology

Cloudflare Inc

0.83 458M
Technology

Phillips 66

0.77 423M
Energy

Datadog Inc Class A

0.68 371M
Technology

Robinhood Markets Inc Class A

0.65 357M
Financial Services

Hewlett Packard Enterprise Co

0.64 349M
Technology

Lumentum Holdings Inc

0.56 310M
Technology

Warner Bros. Discovery Inc Ordinary Shares - Class A

0.56 307M
Communication Services

Moderna Inc

0.53 289M
Healthcare

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