IWR

iShares Russell Mid-Cap ETF
*Unless otherwise stated, data provided by FactSet.

IWR Fund Description

IWR tracks a market-cap-weighted index of the 800-smallest companies in the Russell 1000.

IWR Factset Analytics Insight

IWR delivers the US mid-cap market well via a large and representative basket of stocks. The fund ventures a little deeper into the large-cap space, so its top 10 holdings differ from those of our index. This large-cap bias shows up in slightly lower market risk to our midcap benchmark. The size tilt also plays out in subtle sector biases. IWR is one of the best choices for retail investors and frequent traders alike. It's easy to deal in IWR at any scale. The fund tracks well and even earns some of its fees back via securities lending.

IWR MSCI ESG Analytics Insight

iShares Russell Mid-Cap ETF has an MSCI ESG Fund Rating of A based on a score of 6.77 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 ETF ranks in the 45th percentile within its peer group and in the 83th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 01/18/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWR -0.01% -1.47% -3.57% 13.56% 19.76% 13.65% 13.96%
IWR (NAV) -2.08% -3.93% -5.47% 12.18% 17.57% 13.21% 13.54%
Russell Midcap -2.06% -3.89% -5.46% 12.38% 17.76% 13.37% 13.72%
MSCI USA Mid Cap Index -2.24% -2.88% -5.52% 15.02% 20.03% 14.78% 14.27%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IWR Summary Data

Blackrock
iShares
07/17/01
Open-Ended Fund
0.19%
$30.45B
$153.24M
0.01%

IWR Portfolio Data

$23.88B
29.18
3.45
1.08%
03/24/22
833

IWR Index Data

Russell Midcap
Market Cap
Market Cap
MSCI USA Mid Cap Index

IWR Portfolio Management

0.19%
-0.25%
-0.17%
-0.30%

IWR Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IWR Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

IWR Factset Analytics Block Liquidity

As of 01/19/22
5
4
3
2
1

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

IWR Tradability

1,884,887
$153.24M
1,555,133
$130.48M
0.01%
$0.01
0.02%
0.11% / -0.13%
None
97.00%
50,000
31.10
0.05%
0.01%
2,825
$78.44
5

IWR Sector/Industry Breakdown


IWR
Segment Benchmark
19.64%
20.56%
19.21%
20.88%
15.21%
14.44%
14.88%
13.41%
9.90%
10.46%
4.82%
5.89%
4.61%
2.66%
4.58%
4.63%
4.25%
5.50%
0.03%
--

IWR Countries


IWR
Segment Benchmark
100.00%
100.00%

IWR Regions


IWR
Segment Benchmark
100.00%
100.00%

IWR Economic Development


IWR
Segment Benchmark
100.00%
100.00%

IWR Performance Statistics

0.99
0.97
0.99
0.97
0.10%
MSCI USA Mid Cap Index

IWR MSCI ESG Ratings

6.77 / 10
82.72
44.76
4.46%
--
199.40

IWR Benchmark Comparison Holdings

833
324
316
50.21%

IWR Benchmark Comparison Summary


IWR
Segment Benchmark
833
324
$23.88B
$22.18B
29.18
26.57
3.45
3.34
1.23%
1.19%
Low
Low

IWR Benchmark Comparison Market Cap Size


IWR
Segment Benchmark
73.01%
84.78%
26.72%
15.22%
0.26%
0.00%
0.00%
0.00%