IWRiShares Russell Mid-Cap ETF
Seeks to track the investment results of an index composed of mid-capitalization U.S. equities.
By iShares · Launched 2001
Annual Cost
0.18%
#884 of 5,562 · low cost
Fund Size
$54.8B
#58 of 5,562 · large
Return (1Y)Goal
+23.3%
Track Record
24 years
#135 of 5,562 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,018+20.2%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 7.8% of fund✓ well diversified
BlackRock Funds III
2.6%
Robinhood Markets, Inc.
0.7%
Howmet Aerospace, Inc.
0.7%
Bank of New York Mellon Corp. (The)
0.6%
Royal Caribbean Cruises Ltd.
0.6%
Cummins, Inc.
0.6%
Corning, Inc.
0.5%
Warner Bros Discovery, Inc.
0.5%
Hilton Worldwide Holdings, Inc.
0.5%
Quanta Services, Inc.
0.5%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Technology
19.6%
Industrials
18.1%
Financial Services
12.1%
Consumer Cyclical
11.1%
Healthcare
8.7%
Real Estate
6.8%
Energy
6.5%
Utilities
5.7%
Other
11.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.8%Moderate
Year-on-year price swings
Max drawdown
-40.6%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.81Decent risk-adjusted returns
Sortino (3Y)
1.18Good downside protection
Where to buy
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to track the investment results of an index composed of mid-capitalization U.S. equities.
- Strategy
- Tracks the Russell Midcap Index, measuring mid-cap U.S. equities' investment results.
- Inception date
- July 17, 2001
- Fund family
- iShares
Similar ETFs
Closest matches by profileWhat's next?
You've reviewed IWR. Save it to your watchlist to track it alongside the other funds you're weighing.
Data updated on 2026-06-19