IWS iShares Russell Mid-Cap Value ETF
What is IWS?
IWS tracks an index of US mid-cap value stocks. The index selects from the bottom 80% of the Russell 1000, screened for value factors.
IWS Factset Analytics Insight
IWS is well-known in the mid-cap value space, holding approximately 550+ stocks in its basket. The fund pulls from a subset of the Russell 1000, avoiding the largest 200 stocks. The underlying index focuses on US stocks that are believed to be undervalued relative to all securities in the Russell mid-cap Index. Securities with lower price-to-book ratios and lower forecasted growth values are selected for index inclusion. The index is reconstituted annually to ensure larger stocks do not distort the performance of the mid-cap value market.
IWS Summary Data
IWS Portfolio Data
IWS Index Data
IWS Portfolio Management
IWS Tax Exposures
IWS Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWS. IWS is rated a 5 out of 5.
IWS Sector/Industry Breakdown
IWS Top 10 Holdings
IWS Performance Statistics
IWS Economic Development
IWS Benchmark Comparison Summary
IWS Benchmark Comparison Market Cap Size