ETFRank
BlackRock/iShares

iShares Russell Mid-Cap ETF

Ticker IWR · US Equity · NYSE Arca
ETFRussell Midcap Index
+ PortafoglioConfronta
TER p.a.
0.18%
Distribution
Distributing
Replication
Physical
Fund size
$54B
Inception
Jul 2001
Holdings
810
OverviewChartBasicsHoldingsReturnsRisk

Quote

$106.21
-2.30 | -2.12%
day
$89.15$108.51
52-week range
EOD close · USD

Description

US Equity ETF from BlackRock/iShares, tracking the Russell Midcap Index index.

Russell Midcap IndexUS Equity810 holdings

Chart

Performance (1A): +40.71%

Basics

IndexRussell Midcap Index
Investment focusUS Equity
Fund size$54B
Expense ratio (TER)0.18% p.a.
ReplicationPhysical (full replication)
Legal structureETF
CurrencyUSD
1-year volatility13.54%
InceptionJul 2001
Distribution policyDistributing
Dividend yield1.17%
IssuerBlackRock/iShares

Other ETFs with a similar objective to IWR.

Holdings

Holdings of iShares Russell Mid-Cap ETF.

Top 10 holdings
Corning, Inc.0.84%
Vertiv Holdings Co.0.76%
Howmet Aerospace, Inc.0.73%
Western Digital Corp.0.73%
Sandisk Corp.0.72%
Bank of New York Mellon Corp. (The)0.65%
Quanta Services, Inc.0.64%
Valero Energy Corp.0.60%
Cummins, Inc.0.59%
Marathon Petroleum Corp.0.58%
Countries
United States93.90%
Other2.00%
Ireland1.20%
Bermuda1.00%
United Kingdom0.80%
Switzerland0.50%
Sectors
Industrials17.80%
Financials12.50%
Information Technology12.00%
Consumer Discretionary9.50%
Health Care8.40%
Energy7.50%

Returns

Returns overview
YTD+10.33%
1 month+1.09%
3 months+5.24%
6 months+10.26%
1 year+18.39%
3 years+57.12%
5 years+35.59%
Since inception (MAX)+40.71%
2026+10.3%
2025+8.9%
2024+13.7%
2023+15.2%
2022-18.7%
Monthly returns (heatmap)
JanFebMarAprMayJunJulAugSepOctNovDec
20263.03.8-5.67.32.9-1.1
20254.2-2.8-4.9-1.15.73.41.92.50.5-0.81.2-0.7
2024-1.45.54.1-5.32.9-1.04.82.01.8-0.58.9-7.4
20238.3-2.5-1.8-0.6-2.88.03.9-3.5-5.5-5.010.27.2
2022-7.4-0.72.3-7.80.1-10.29.8-3.1-9.78.86.0-5.9
20210.81.20.82.5-4.56.0-3.53.7

Risk

Returns include dividends (if any).

1-year volatility13.54%
3-year volatility15.96%
5-year volatility18.26%
1-year Sharpe1.04
Max drawdown 1-year-8.41%
Max drawdown 3-year-21.61%
Max drawdown since inception-27.19%

Holdings from SEC filings. End-of-day (EOD) closing prices. Information on this page is not investment advice. Past performance is no guarantee of future results.