IWP
iShares Russell Mid-Cap Growth ETF
iShares Russell Midcap Growth Index Fund is an exchange traded fund incorporated in the USA. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses of the Russell Midcap Growth Index.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 19.5 B
ASSETS UNDER MGMT
23 bp
EXPENSES
Fund Basics
| Inception date | Jul 17, 2001 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| VERTIV HOLDINGS CO. CLASS A | 4.3 % |
| HOWMET AEROSPACE INC. | 3.6 % |
| QUANTA SERVICES INC | 2.9 % |
| MONOLITHIC POWER SYSTEMS INC | 2.5 % |
| HILTON WORLDWIDE HOLDINGS, INC. | 2.4 % |
| ROYAL CARIBBEAN CRUISES LTD | 2.3 % |
| COMFORT SYSTEMS USA INC | 2.3 % |
| DATADOG INC CLASS A | 2.1 % |
| CLOUDFLARE INC CLASS A | 2.1 % |
| TARGA RESOURCES CORP | 1.8 % |
Constituent Breakdown
| Number of holdings | 277 |
| Herfindahl-Hirschman Index | 122 |
| Wgt avg mkt cap (mns) | $35,083 |
| Large cap (>$10bn) | 84.2% |
| Mid cap ($2-10bn) | 9.2% |
| Small cap (<$2bn) | 0.1% |
| Developed mkts. | 94.1% |
| Emerging mkts. | 1.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 93.5 % |
 |
SOUTH KOREA | 0.7 % |
Historical Performance
Standardized Performance (as of 04/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -0.5% | 12.4% | 12.6% | 15.0% | 4.8% | 11.5% | 8.8% | 8.4% |
| Dividend Yield | 0.0% | 0.4% | 0.4% | 0.5% | 0.5% | 0.7% | 0.9% | 0.8% |
| Total Returns | -0.4% | 12.8% | 13.1% | 15.4% | 5.4% | 12.2% | 9.7% | 9.2% | Ann. Volatility | 20.3% | 17.5% | 21.2% | 19.3% | 22.4% | 21.7% | 22.2% | 21.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.22 | 75% |
| MSCI EAFE | 0.79 | 43% |
| MSCI Emg Mkts | 0.61 | 42% |
Liquidity Measures
| Avg. volume (000) | 697 |
| ADV traded (mns) | $95 |
| Turnover | 0.5% |
| Avg. Bid/Ask (% of price) | 0.02% |
Technical Indicators
| 30d moving avg. (EMA) | $135.06 |
| Relative strength (RSI) | 54 |
| MACD/Signal | 1.37/1.22 |
| Bollinger Bands (Upper/Lower) | $139.43/$133.00 |
| Short interest (% of AUM) | 1.7% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IWP |
Expenses vs. IWP |
ALTAR Score™ vs. IWP |
|---|---|---|---|---|
| VOT | Vanguard Mid-Cap Growth ETF | 37.6% | -16 bp | -0.3% |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | 34.5% | -17 bp | -0.1% |
| IWR | iShares Russell Midcap ETF | 29.8% | -4 bp | +1.9% |
| FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 25.0% | +7 bp | +4.7% |
| RPG | Invesco S&P 500 Pure Growth ETF | 23.2% | +12 bp | +0.3% |
| VO | Vanguard Mid-Cap ETF | 23.1% | -19 bp | +1.9% |
| IMCB | iShares Morningstar Mid-Cap ETF | 22.9% | -19 bp | +1.8% |
| VBK | Vanguard Small-Cap Growth ETF | 22.6% | -16 bp | -2.3% |
| NUMG | Nuveen ESG Mid-Cap Growth ETF | 22.3% | +8 bp | -1.4% |
| MID | American Century Mid Cap Growth Impact ETF | 21.6% | +22 bp | -0.3% |
Risk and Returns: IWP vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 5/17/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
4.3%
ALTAR SCORE™
29th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,207 funds in the US Equity category with an average
ALTAR Score™ of 5.4% and a standard deviation
of 2.1%. IWP's ALTAR Score™ is approximately -0.6 standard
deviations above the category average. This places IWP in the 29th percentile
among funds in the category.
Sell-Side Consensus
$164.03
PRICE TARGET
+20.5%
UPSIDE