IWP

iShares Russell Mid-Cap Growth ETF
A

89
*Unless otherwise stated, data provided by FactSet.

IWP Fund Description

IWP 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

iShares Russell Mid-Cap Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.49 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. iShares Russell Mid-Cap Growth ETF ranks in the 28th percentile within its peer group and in the 75th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

IWP Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 09/12/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWP 0.08% 2.19% 26.44% 5.89% 15.65% 10.49% 14.26%
IWP (NAV) 1.69% 2.38% 26.79% 6.08% 15.20% 10.69% 14.25%
Russell Midcap Growth 1.70% 2.45% 27.01% 6.32% 15.45% 10.92% 14.25%
MSCI USA Mid Cap Growth Index 2.32% 1.78% 25.92% 2.66% 12.79% 9.18% 13.93%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IWP Summary Data

Blackrock
iShares
07/17/01
Open-Ended Fund
0.24%
$10.93B
$33.81M
0.04%

IWP Portfolio Data

$18.32B
33.90
7.16
0.76%
09/24/19
400

IWP Portfolio Management

0.24%
-0.23%
-0.18%
-0.28%

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
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

IWP Factset Analytics Block Liquidity

As of 09/13/19
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

235,659
$33.81M
199,337
$28.67M
0.04%
$0.06
0.00%
0.07% / -0.09%
None
100.00%
50,000
3.99
0.02%
0.03%
440
$143.59
5

IWP Sector/Industry Breakdown


IWP
Segment Benchmark
31.11%
29.21%
21.76%
23.37%
18.20%
14.33%
13.67%
14.64%
6.20%
7.73%
4.21%
2.03%
3.06%
5.49%
1.25%
1.51%
0.55%
0.60%

IWP Countries


IWP
Segment Benchmark
100.00%
99.23%
--
0.77%

IWP Regions


IWP
Segment Benchmark
100.00%
100.00%

IWP Economic Development


IWP
Segment Benchmark
100.00%
100.00%

IWP Performance Statistics

0.99
1.00
1.00
0.99
0.13%
MSCI USA Mid Cap Growth Index

IWP MSCI ESG Ratings

BBB
4.49 / 10
75.08
28.46
1.96%
5.20%
50.48

IWP Benchmark Comparison Holdings

400
175
146
47.91%

IWP Benchmark Comparison Summary


IWP
Segment Benchmark
400
175
$18.32B
$15.84B
33.90
33.37
7.16
5.79
0.71%
0.56%
Low
Low

IWP Benchmark Comparison Market Cap Size


IWP
Segment Benchmark
63.73%
66.93%
35.96%
33.07%
0.31%
0.00%
0.00%
0.00%