IWR ETF — Holdings & Analysis

The iShares Russell Mid-Cap ETF (IWR) is an exchange-traded fund designed to track the investment results of the Russell Mid-Cap Index. This index is composed of mid-capitalization U.S. equities, offering investors exposure to a segment of the market that falls between large-cap and small-cap companies. As of 2026-03-15, IWR has $47.14 billion in assets under management and holds 805 individual stocks. The fund's objective is to provide investment returns that closely correspond to the performance of the Russell Mid-Cap Index, before fees and expenses.

The expense ratio for the iShares Russell Mid-Cap ETF (IWR) is 0.18%. This means that for every $10,000 invested in the fund, $18 is used to cover the fund's operating expenses annually. While there is no definitive category average available, similar mid-cap ETFs often have expense ratios in the 0.20% to 0.40% range, making IWR a relatively cost-effective option for investors seeking exposure to mid-cap U.S. equities. the may be worth researching expense ratio as one factor when evaluating the overall suitability of an ETF for their portfolio.

As of 2026-03-15, the top holdings in the iShares Russell Mid-Cap ETF (IWR) are: Corning Inc (GLW) at 0.88%, Howmet Aerospace Inc (HWM) at 0.79%, Vertiv Holdings Co Class A (VRT) at 0.73%, Western Digital Corp (WDC) at 0.71%, and SanDisk Corp Ordinary Shares (SNDK) at 0.67%. These holdings represent a relatively small portion of the overall portfolio, reflecting the fund's diversified approach to tracking the Russell Mid-Cap Index. The fund's diversification helps to mitigate the impact of any single company's performance on the overall ETF return.

Whether IWR is a suitable long-term investment depends on an individual's investment goals, risk tolerance, and time horizon. The ETF offers exposure to mid-cap U.S. equities, which can provide diversification benefits and growth potential. IWR's expense ratio of 0.18% is relatively low, which can help to minimize long-term costs. However, the may be worth researching fund's beta of 1.10, which indicates that it may be more volatile than the overall market. Past performance does not guarantee future results, and investors should carefully evaluate their own circumstances before making any investment decisions.

IWR competes with other ETFs that track the Russell Mid-Cap Index or similar mid-cap benchmarks. Key factors for comparison include expense ratio, assets under management (AUM), and tracking error. IWR's expense ratio of 0.18% is competitive within the category. Its AUM of $47.14 billion indicates substantial investor interest and liquidity. Other ETFs may have slightly different weighting methodologies or sector exposures, which could lead to variations in performance. Investors should compare the specific objectives and holdings of different ETFs to determine which best aligns with their investment strategy.

Yes, the iShares Russell Mid-Cap ETF (IWR) distributes dividends to its shareholders. As of 2026-03-15, IWR has a dividend yield of 0.83%. The dividend yield represents the annual dividend payment as a percentage of the fund's share price. Dividend payments can vary over time depending on the performance of the underlying companies in the Russell Mid-Cap Index and the fund's distribution policy. These dividends can provide a source of income for investors.