iShares Russell Midcap Growth ETFiShares Russell Midcap Growth ETFiShares Russell Midcap Growth ETF

iShares Russell Midcap Growth ETF

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Key stats


Assets under management (AUM)
‪18.14 B‬USD
Fund flows (1Y)
‪1.35 B‬USD
Dividend yield (indicated)
0.37%
Discount/Premium to NAV
0.06%
Shares outstanding
‪138.95 M‬
Expense ratio
0.23%

About iShares Russell Midcap Growth ETF


Brand
iShares
Home page
Inception date
Jul 17, 2001
Structure
Open-Ended Fund
Index tracked
Russell Midcap Growth
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
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.

Classification


Asset Class
Equity
Category
Size and style
Focus
Mid cap
Niche
Growth
Strategy
Growth
Geography
U.S.
Weighting scheme
Multi-factor
Selection criteria
Multi-factor
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Finance
Stock breakdown by region
0%99%0.1%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Broaden your horizons with more funds linked to IWP via country, focus, and more.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
IWP trades at 130.11 USD today, its price has fallen −1.12% in the past 24 hours. Track more dynamics on IWP price chart.
IWP net asset value is 130.09 today — it's risen 12.16% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
IWP assets under management is ‪18.14 B‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
IWP price has risen by 10.56% over the last month, and its yearly performance shows a 16.25% increase. See more dynamics on IWP price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 12.16% over the last month, showed a −0.15% decrease in three-month performance and has increased by 17.21% in a year.
IWP fund flows account for ‪1.34 B‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
IWP invests in stocks. See more details in our Analysis section.
IWP expense ratio is 0.23%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, IWP isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, IWP technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating IWP shows the strong buy signal. See more of IWP technicals for a more comprehensive analysis.
Yes, IWP pays dividends to its holders with the dividend yield of 0.37%.
IWP trades at a premium (0.02%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
IWP shares are issued by BlackRock, Inc.
IWP follows the Russell Midcap Growth. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jul 17, 2001.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.