Key stats
About iShares Russell Mid-Cap ETF
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Inception date
Jul 17, 2001
Structure
Open-Ended Fund
Replication method
Physical
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
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.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Stock breakdown by region
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.
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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.
IWR trades at 90.00 USD today, its price has risen 0.09% in the past 24 hours. Track more dynamics on IWR price chart.
IWR net asset value is 90.42 today — it's risen 4.33% 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.
IWR assets under management is 41.28 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.
IWR price has risen by 1.24% over the last month, and its yearly performance shows a 10.36% increase. See more dynamics on IWR price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 4.33% over the last month, showed a 6.87% increase in three-month performance and has increased by 13.05% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 4.33% over the last month, showed a 6.87% increase in three-month performance and has increased by 13.05% in a year.
IWR fund flows account for 3.53 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.
IWR invests in stocks. See more details in our Analysis section.
IWR expense ratio is 0.19%. 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, IWR 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, IWR 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 IWR shows the buy signal. See more of IWR technicals for a more comprehensive analysis.
Today, IWR 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 IWR shows the buy signal. See more of IWR technicals for a more comprehensive analysis.
Yes, IWR pays dividends to its holders with the dividend yield of 1.29%.
IWR trades at a premium (0.03%).
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.
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.
IWR shares are issued by BlackRock, Inc.
IWR follows the Russell Midcap. 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.