IWR
iShares Russell Midcap ETF
iShares Russell Midcap Index Fund seeks investment results that correspond to the performance of the Russell Midcap Index. The Index is a capitalization-weighted index consisting of the 800 sm
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 51.0 B
ASSETS UNDER MGMT
19 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 +
| CORNING INC | 1.0 % |
| SANDISK CORP | 0.9 % |
| WESTERN DIGITAL CORP | 0.9 % |
| VERTIV HOLDINGS CO. CLASS A | 0.9 % |
| HOWMET AEROSPACE INC. | 0.8 % |
| BANK OF NEW YORK MELLON CORP | 0.7 % |
| QUANTA SERVICES INC | 0.7 % |
| CUMMINS INC | 0.7 % |
| HILTON WORLDWIDE HOLDINGS, INC. | 0.6 % |
| VALERO ENERGY CORP | 0.6 % |
Constituent Breakdown
| Number of holdings | 804 |
| Herfindahl-Hirschman Index | 26 |
| Wgt avg mkt cap (mns) | $27,982 |
| Large cap (>$10bn) | 80.8% |
| Mid cap ($2-10bn) | 13.1% |
| Small cap (<$2bn) | 0.3% |
| Developed mkts. | 94.6% |
| Emerging mkts. | 0.3% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 91.5 % |
 |
BRITAIN | 1.1 % |
 |
IRELAND | 0.6 % |
 |
BERMUDA | 0.6 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 1.0% | 14.3% | 7.5% | 11.6% | 5.6% | 9.1% | 7.3% | 7.9% |
| Dividend Yield | 0.3% | 1.5% | 1.4% | 1.5% | 1.5% | 1.6% | 1.7% | 1.6% |
| Total Returns | 1.3% | 15.8% | 9.0% | 13.1% | 7.1% | 10.7% | 9.0% | 9.6% | Ann. Volatility | 16.0% | 19.1% | 16.9% | 16.0% | 18.3% | 19.4% | 20.9% | 20.3% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.93 | 85% |
| MSCI EAFE | 0.87 | 65% |
| MSCI Emg Mkts | 0.69 | 53% |
Liquidity Measures
| Avg. volume (000) | 4,096 |
| ADV traded (mns) | $418 |
| Turnover | 0.8% |
| Avg. Bid/Ask (% of price) | 0.01% |
Technical Indicators
| 30d moving avg. (EMA) | $98.82 |
| Relative strength (RSI) | 54 |
| MACD/Signal | 0.22/-0.38 |
| Bollinger Bands (Upper/Lower) | $101.21/$94.50 |
| Short interest (% of AUM) | 0.4% |
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. IWR |
Expenses vs. IWR |
ALTAR Score™ vs. IWR |
|---|---|---|---|---|
| IWS | iShares Russell Mid-Cap Value ETF | 76.7% | +4 bp | +0.6% |
| IMCB | iShares Morningstar Mid-Cap ETF | 66.1% | -15 bp | 0.0% |
| JHMM | John Hancock Multifactor Mid Cap ETF | 61.2% | +23 bp | 0.0% |
| VO | Vanguard Mid-Cap ETF | 57.2% | -15 bp | +0.0% |
| AVMC | Avantis U.S. Mid Cap Equity ETF | 55.4% | -1 bp | +0.6% |
| ONEO | State Street SPDR Russell 1000 Momentum Focus ETF | 53.3% | +1 bp | +0.9% |
| XOEF | iShares S&P 500 ex S&P 100 ETF | 51.7% | +1 bp | -0.7% |
| SIZE | iShares MSCI USA Size Factor ETF | 50.9% | -4 bp | +0.1% |
| EUSA | iShares MSCI USA Equal Weighted ETF | 50.0% | -10 bp | +0.1% |
| DEUS | Xtrackers Russell US Multifactor ETF | 49.3% | -2 bp | +1.1% |
Risk and Returns: IWR 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 4/14/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
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
6.2%
ALTAR SCORE™
61st
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 1,200 funds in the US Equity category with an average
ALTAR Score™ of 5.6% and a standard deviation
of 2.1%. IWR's ALTAR Score™ is approximately 0.3 standard
deviations above the category average. This places IWR in the 61st percentile
among funds in the category.
Sell-Side Consensus
$116.25
PRICE TARGET
+14.0%
UPSIDE