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iShares Russell Mid-Cap ETFiShares Russell Mid-Cap ETFiShares Russell Mid-Cap ETF

iShares Russell Mid-Cap ETF

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Overview
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IWR chart


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Key stats


Assets under management (AUM)
‪35.95 B‬ USD
Fund flows (1Y)
‪3.92 B‬ USD
Dividend yield (indicated)
1.43%
Discount/Premium to NAV
0.03%
Shares outstanding
‪457.75 M‬
Expense ratio
0.19%

About iShares Russell Mid-Cap ETF


Issuer
BlackRock, Inc.
Brand
iShares
Home page
ishares.com
Inception date
Jul 17, 2001
Structure
Open-Ended Fund
Index tracked
Russell Midcap
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
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


Asset Class
Equity
Category
Size and style
Focus
Mid cap
Niche
Broad-based
Strategy
Vanilla
Geography
U.S.
Weighting scheme
Market cap
Selection criteria
Market cap

IWR analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Technology Services
Stock breakdown by region
0.1%97%2%0%
Top 10 holdings

IWR news



Technicals


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

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

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