IWP iShares Russell Mid-Cap Growth ETF
What is IWP?
IWP tracks a market-cap-weighted index of growth companies chosen from a set of the 800-smallest Russell 1000 companies using two growth factors.
IWP Factset Analytics Insight
IWP is a solid representation of midcap 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 midcap 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. Overall, the fund delivers a viable and liquid growth portfolio with a large cap bias.
IWP Summary Data
IWP Portfolio Data
IWP Index Data
IWP Portfolio Management
IWP Tax Exposures
IWP Fund Structure
Factset Analytics Block Liquidity
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 Sector/Industry Breakdown
IWP Top 10 Holdings
IWP Performance Statistics
IWP Economic Development
IWP Benchmark Comparison Summary
IWP Benchmark Comparison Market Cap Size