Morningstar

iShares Russell Mid-Cap ETF IWR

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWR

Will IWR outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IWR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IWR’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well-diversified mid-cap exposure

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its High Process and Above Average People ratings. IShares Russell Mid-Cap ETF effectively combines a broadly diversified portfolio of US mid-cap stocks with low turnover and a low price, providing it with a durable edge over peers. The following text is from July 28, 2023.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings IWR

More IWR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palantir Technologies Inc Ordinary Shares - Class A

0.64 234.2 Mil
Technology

Aflac Inc

0.54 197.9 Mil
Financial Services

Arthur J. Gallagher & Co

0.53 191.6 Mil
Financial Services

Williams Companies Inc

0.50 180.0 Mil
Energy

Hilton Worldwide Holdings Inc

0.49 176.6 Mil
Consumer Cyclical

D.R. Horton Inc

0.48 175.5 Mil
Consumer Cyclical

Simon Property Group Inc

0.47 169.3 Mil
Real Estate

ONEOK Inc

0.47 169.2 Mil
Energy

Realty Income Corp

0.46 168.9 Mil
Real Estate

United Rentals Inc

0.45 164.2 Mil
Industrials

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