IWP

iShares Russell Mid-Cap Growth ETF
A

90
*Unless otherwise stated, data provided by FactSet.

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 September 20, 2018 the iShares Russell Mid-Cap Growth ETF MSCI ESG Fund Quality Score is 4.65 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 85th percentile within its peer group and in the 21st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

IWP CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 09/20/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWP 2.94% 4.07% 13.58% 22.52% 14.85% 12.68% 11.94%
IWP (NAV) 2.94% 4.09% 13.58% 22.55% 14.82% 12.68% 12.10%
Russell Midcap Growth 2.95% 4.14% 13.77% 22.82% 15.06% 12.91% 12.10%
MSCI USA Mid Cap Growth Index 2.85% 3.29% 13.35% 22.38% 13.64% 11.86% 11.89%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

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%
$9.52B
$28.10M
0.04%

IWP Portfolio Data

$15.59B
33.11
6.78
0.74%
09/26/18
407

IWP Index Data

Russell Midcap Growth
Multi-Factor
Multi-Factor
MSCI USA Mid Cap Growth Index

IWP Portfolio Management

0.25%
-0.28%
-0.25%
-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
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

IWP Factset Analytics Block Liquidity

As of 09/21/18
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

208,624
$28.10M
169,091
$23.45M
0.04%
$0.05
0.01%
0.06% / -0.14%
None
100.00%
50,000
3.38
0.02%
0.03%
224
$136.46
5

IWP Sector/Industry Breakdown


IWP
Segment Benchmark
28.71%
25.82%
20.88%
23.29%
19.08%
15.43%
13.74%
14.17%
7.86%
9.87%
4.03%
4.54%
3.96%
0.89%
1.74%
4.16%
0.25%
0.40%

IWP Countries


IWP
Segment Benchmark
100.78%
99.32%
--
0.68%

IWP Regions


IWP
Segment Benchmark
100.78%
100.00%

IWP Economic Development


IWP
Segment Benchmark
100.00%
100.00%

IWP Performance Statistics

0.98
0.99
0.99
1.00
0.13%
MSCI USA Mid Cap Growth Index

IWP MSCI ESG Ratings

4.65 / 10
84.66
20.56
3.20%
9.37%
63.09

IWP BENCHMARK COMPARISON HOLDINGS

407
182
152
48.89%

IWP BENCHMARK COMPARISON SUMMARY


IWP
Segment Benchmark
407
182
$15.59B
$14.24B
33.11
30.51
6.78
4.77
0.81%
0.58%
Low
--

IWP BENCHMARK COMPARISON MARKET CAP SIZE


IWP
Segment Benchmark
55.42%
54.91%
44.32%
45.09%
0.24%
0.00%
0.02%
0.00%