iShares Russell Mid-Cap ETF IWR

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Morningstar’s Analysis IWR

Will IWR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Cheap and broad exposure to mid-cap stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares Russell Mid-Cap offers inexpensive and diversified exposure to US mid-cap stocks, carving a durable advantage in this efficient market segment.

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Portfolio Holdings IWR

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

0.99 564M
Energy

Phillips 66

0.84 476M
Energy

Snowflake Inc Ordinary Shares

0.80 457M
Technology

Cloudflare Inc

0.77 437M
Technology

Datadog Inc Class A

0.65 371M
Technology

Hewlett Packard Enterprise Co

0.55 315M
Technology

Robinhood Markets Inc Class A

0.54 306M
Financial Services

Moderna Inc

0.54 305M
Healthcare

Royal Caribbean Group

0.51 291M
Consumer Cyclical

United Rentals Inc

0.50 288M
Industrials

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