IWP

iShares Russell Mid-Cap Growth ETF
A

86
  • Overview
  • Efficiency
  • Tradability
  • Fit

IWP Fund Description

The iShares Russell Midcap Growth Index Fund tracks a market-cap-weighted index of growth companies chosen from a set of the 800-smallest Russell 1000 companies using 2 growth factors.

IWP Factset Analytics Insight

IWP is a solid representation of mid cap growth despite some small quirks. By selecting from the 800-smallest Russell 1,000 companies, the fund ends up going quite a bit outside of what we consider proper boundaries for mid-cap stocks. While other funds in the segment tend to tilt toward smaller companies, IWP leans large. Investors should ensure that the fund doesn’t overlap too much with their large cap positions. IWP’s comprehensive portfolio exhibits mild sector tilts compared to our neutral benchmark. The fund uses forecast earnings growth and historical sales/share growth to select stocks.
The IWP’s fee is mid-range among its peers but combined with its strong liquidity and tight index tracking it makes for a very competitive overall cost package. Investors have taken notice: IWP is one of the most popular funds in the segment and has attracted billions in AUM. Overall, the fund delivers a viable and liquid growth portfolio with a large cap bias.

IWP MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of January 21, 2018 the iShares Russell Mid-Cap Growth ETF MSCI ESG Fund Quality Score is 4.68 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IWP ranks in the 91st percentile within its peer group and in the 23th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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IWP Top 10 Countries

IWP Top 10 Sectors

IWP Top 10 Holdings View All

IWP Summary Data

BlackRock
iShares
07/17/01
Open-Ended Fund
0.25%
$8.72B
$37.63M
0.03%

IWP Portfolio Data

$15.55B
35.07
6.09
0.74%
03/22/18
415

IWP Index Data

Multi-Factor
Multi-Factor
MSCI USA Mid Growth

Related ETFs to IWP

VOT, JKH, FNY, IJK, MDYG
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

IWP Portfolio Management

0.25%
-0.24%
-0.21%
-0.30%

IWP Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IWP Fund Structure

Open-Ended Fund
No
Yes
72% / 29%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
ASKS1,000128.19
1,200128.18
1,100128.17
1,200128.16
600128.15
BIDS600128.12
2,600128.11
1,300128.10
3,200128.09
1,100128.08
LAST 10 TRADES
TIMEPRICESHARES
15:01:39128.07450
15:01:39128.07250
14:53:47128.07500
14:49:31128.0925
14:48:47128.08100
14:40:25128.04100
14:39:28128.02200
14:39:28128.02100
14:39:28128.02100
14:39:28128.02100
Bats BZX Real-time Quote - 15:28:46
Daily Spread
Premium/Discount
Volume

IWP Factset Analytics Block Liquidity

As of 01/22/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IWP. IWP is rated a 5 out of 5.

IWP Tradability

309,648
$37.63M
259,977
$32.70M
0.03%
$0.04
0.00%
0.06% / -0.06%
None
100.00%
50,000
5.20
0.02%
0.03%
915
$127.65
5

IWP Sector/Industry BreakdownView All

IWPSegment Benchmark
23.69% 23.00%
21.68% 21.41%
17.17% 19.33%
11.43% 12.37%
9.40% 9.60%
8.46% 6.31%
4.26% 2.58%
0.24% 0.05%

IWP Geographic Exposure

IWPSegment Benchmark
99.06% 100.40%
0.94% --

IWPSegment Benchmark
100.00% 100.40%
0.00% / 0.00% 0.00% / 0.00%

IWP Performance Statistics

0.95
0.99
0.96
1.08
0.12%
MSCI USA Mid Growth

IWP MSCI ESG Ratings

4.68 / 10
90.92
22.85
3.27%
8.62%
84.00

IWP BENCHMARK COMPARISON

    IWP
    415 Holdings
    Segment Benchmark
    192 Constituents
    Shared Holdings
    154 (Count)
     
    42.96% (Weight)
IWPSegment Benchmark
47.35% 53.76%
52.65% 45.84%
0.00% 0.40%
0.00% 0.01%
0.64% 0.97%