NYSEARCA:IWR iShares Russell Mid-Cap ETF (IWR) Price, Holdings, & News → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) Free IWR Stock Alerts $81.32 +0.43 (+0.53%) (As of 06/10/2024 ET) Add Compare Share Share Today's Range$80.56▼$81.4550-Day Range$78.66▼$83.5952-Week Range$64.66▼$84.33Volume966,397 shsAverage Volume1.30 million shsMarket Capitalization$33.59 billionAssets Under Management$33.54 billionDividend Yield1.32%Net Expense Ratio0.18% Stock AnalysisStock AnalysisChartHoldingsOwnershipRatingsStock AnalysisChartHoldingsOwnershipRatings Get iShares Russell Mid-Cap ETF alerts: Email Address About iShares Russell Mid-Cap ETF (NYSEARCA:IWR)iShares Russell Mid-Cap ETF (the Fund), formerly iShares Russell Midcap Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Index (the Index). The Index measures the performance of the mid-capitalization sector of the United States equity market. The Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000 Index. The Index includes equity securities issued by issuers, which range in size between approximately $1.7 billion and $12 billion, though these amounts may change from time to time. The Index is a subset of the Russell 1000 Index and serves as the underlying index for the Russell Midcap Growth and Value Index series. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Fund’s investment advisor is BlackRock Fund Advisors.Read More IWR Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart IWR ETF News HeadlinesMay 23, 2024 | seekingalpha.comIWP: Better Than Large-Cap Growth NowMarch 24, 2024 | msn.comiShares Russell Mid-Cap Value ETF declares quarterly distribution of $0.3849March 20, 2024 | nasdaq.comFirst Week of November 15th Options Trading For iShares Trust - Russell Mid-Cap ETF (IWR)February 5, 2024 | finance.yahoo.comiShares Russell Mid-Cap ETF (IWR)December 21, 2023 | msn.comiShares Russell Mid-Cap Value ETF declares quarterly distribution of $0.5866October 30, 2023 | msn.comIWR: A Potential New Cycle LeaderOctober 6, 2023 | investing.comIWR ETF Stock Price HistoryJune 18, 2023 | forbes.comThe Opportunity In The Forgotten Part Of The Stock MarketSee More Headlines Receive IWR Stock News and Ratings via Email Sign-up to receive the latest news and ratings for iShares Russell Mid-Cap ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssueriShares Fund NameiShares Russell Mid-Cap ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:IWR Inception Date7/17/2001 Fund ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason Webus.ishares.com Phone+1-800-4742737Fund Focus Asset ClassEquity BenchmarkRussell MidCap Index CategorySize and Style FocusMid Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings815 Fund Statistics Assets Under Management$33.54 billion Average Daily Volume$922,255.70 Discount/Premium0.00% Administrator, Advisor and Custodian AdministratorJPMorgan Chase Bank, N.A. AdvisorBlackRock Fund Advisors CustodianJPMorgan Chase Bank, N.A. DistributorBlackRock Investments, LLC Transfer AgentJPMorgan Chase Bank, N.A. TrusteeN/A Lead Market MakerLatour Trading Options OptionableOptionable Options Volume4 Put Options3 Call Options1 Short Interest2,470,000 shs Miscellaneous Outstanding Shares413,100,000Beta1.02 Creation Unit50,000 Creation Fee$1,179.00 Ten Starter Stocks For Beginners to Buy NowJust getting into the stock market? These 10 simple stocks can help beginning investors build long-term wealth without knowing options, technicals, or other advanced strategies.Get This Free Report Ad Weiss RatingsProtect Your Bank Account Before It’s Too LateFor months I’ve been warning about the federal government’s terrifying new program to control every American’s bank account. It gives them the power to monitor every single transaction …Stop right now and do these 3 things to protect yourself iShares Russell Mid-Cap ETF ExpensesTypeIWRMid Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.18%0.34%0.54%0.50%0.51%Other Expenses0.00%0.36%0.54%0.64%0.58%Total Expense0.18%0.46%0.70%0.73%0.70%Fee Waiver0.00%-0.46%-0.54%-0.68%-0.56%Net Expense0.18%0.37%0.60%0.58%0.58% iShares Russell Mid-Cap ETF (IWR) Holdings & ExposureTop 10 IWR HoldingsAmphenol(NYSE:APH)Holding Weight: 0.70%Constellation Energy(NASDAQ:CEG)Holding Weight: 0.67%CrowdStrike(NASDAQ:CRWD)Holding Weight: 0.67%Trane Technologies(NYSE:TT)Holding Weight: 0.67%KKR & Co. Inc.(NYSE:KKR)Holding Weight: 0.63%TransDigm Group(NYSE:TDG)Holding Weight: 0.63%Marvell Technology(NASDAQ:MRVL)Holding Weight: 0.60%Parker-Hannifin(NYSE:PH)Holding Weight: 0.60%Phillips 66(NYSE:PSX)Holding Weight: 0.56%Apollo Global Management(NYSE:APO)Holding Weight: 0.54%IWR Sector ExposureIWR Industry ExposureFull Holdings Details Key ExecutivesLee T. KranefussChairman of the Board, President, Trustee of iShares Trust.Michael Arthur LathamPrincipal Financial Officer, Treasurer, SecretaryCecilia H. HerbertTrusteeCharles A. HurtyTrustee of iShares TrustJohn E. KerriganTrustee of iShares TrustRichard K. LyonsTrustee of iShares TrustJohn E. MartinezTrustee of iShares TrustMore ExecutivesSimilar ETFsSPDR S&P MidCap 400 ETF TrustNYSEARCA:MDYVanguard Mid-Cap Value ETFNYSEARCA:VOEiShares Russell Mid-Cap Growth ETFNYSEARCA:IWPVanguard Mid-Cap Growth ETFNYSEARCA:VOTiShares Russell Mid-Cap Value ETFNYSEARCA:IWSInstitutional OwnershipObjective Capital Management LLCSold 201 shares on 6/5/2024Ownership: 0.002%Motiv8 Investments LLCBought 1,134 shares on 5/30/2024Ownership: 0.007%Cambridge Trust Co.Bought 224 shares on 5/30/2024Ownership: 0.002%Garde Capital Inc.Bought 1,266 shares on 5/29/2024Ownership: 0.000%Northwest Bank & Trust CoSold 2,000 shares on 5/24/2024Ownership: 0.000%View All Institutional Transactions Should I Buy iShares Russell Mid-Cap ETF Stock? IWR Pros and Cons Explained Pros Here are some ways that investors could benefit from investing in iShares Russell Mid-Cap ETF: Provides exposure to mid-cap companies, which can offer growth potential while being less volatile than small-cap stocks. Diversification across various sectors within the mid-cap segment can help reduce risk compared to investing in individual stocks. Tracks the performance of the Russell Midcap Index, providing a benchmark for investors to evaluate the fund's performance. Offers liquidity as an exchange-traded fund (ETF), allowing investors to buy and sell shares throughout the trading day. Current stock price of the ETF is reflective of the underlying mid-cap companies' performance, providing a real-time indicator of market sentiment. Cons Investors should be bearish about investing in iShares Russell Mid-Cap ETF for these reasons: Mid-cap stocks can still be subject to market volatility, impacting the fund's performance during turbulent market conditions. Management fees associated with the ETF can erode returns over time, especially if the fund underperforms its benchmark index. Market risk exists where external factors such as economic conditions or geopolitical events can influence mid-cap stock prices. Investors may face tracking error, where the ETF's performance deviates from the index it aims to replicate, affecting investment outcomes. Mid-cap companies may have limited resources compared to large-cap firms, making them more susceptible to operational challenges. These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Sunday, June 2, 2024. Please send any questions or comments about these iShares Russell Mid-Cap ETF pros and cons to contact@marketbeat.com. IWR ETF - Frequently Asked Questions How have IWR shares performed in 2024? iShares Russell Mid-Cap ETF's stock was trading at $77.73 at the beginning of the year. Since then, IWR shares have increased by 4.6% and is now trading at $81.32. View the best growth stocks for 2024 here. What does IWR invest in? iShares Russell Mid-Cap ETF is a equity fund issued by iShares. IWR focuses on mid cap investments and follows the Russell MidCap Index. The fund's investments total to approximately $33.54 billion assets under management. What stocks does iShares Russell Mid-Cap ETF hold? IWR invests in 815 holdings. Some of the stocks in their portfolio include Amphenol (APH), Constellation Energy (CEG), CrowdStrike (CRWD), Trane Technologies (TT), KKR & Co. Inc. (KKR), TransDigm Group (TDG), Marvell Technology (MRVL), Parker-Hannifin (PH), Phillips 66 (PSX) and Apollo Global Management (APO). What is the management fee for iShares Russell Mid-Cap ETF? iShares Russell Mid-Cap ETF's management fee is 0.18% and has no other recorded expenses or fee waivers. The net expense ratio for IWR is 0.18%. When did iShares Russell Mid-Cap ETF's stock split? iShares Russell Mid-Cap ETF shares split before market open on Friday, October 26th 2018. The 4-1 split was announced on Friday, September 28th 2018. The newly minted shares were issued to shareholders after the closing bell on Thursday, October 25th 2018. An investor that had 100 shares of stock prior to the split would have 400 shares after the split. What other stocks do shareholders of iShares Russell Mid-Cap ETF own? Based on aggregate information from My MarketBeat watchlists, some companies that other iShares Russell Mid-Cap ETF investors own include Home Depot (HD), iShares Russell 2000 ETF (IWM), Alibaba Group (BABA), Berkshire Hathaway (BRK.B), Enterprise Products Partners (EPD), AT&T (T), Vanguard FTSE Developed Markets ETF (VEA), Vanguard FTSE Emerging Markets ETF (VWO), Abbott Laboratories (ABT) and iShares MSCI EAFE ETF (EFA). Who are iShares Russell Mid-Cap ETF's major shareholders? iShares Russell Mid-Cap ETF's stock is owned by a variety of retail and institutional investors. Top institutional shareholders include US Bancorp DE (5.11%), Bank of New York Mellon Corp (1.93%), TIAA Trust National Association (1.21%), Envestnet Portfolio Solutions Inc. (0.94%), Fifth Third Bancorp (0.57%) and Commerce Bank (0.41%). How do I buy shares of iShares Russell Mid-Cap ETF? Shares of IWR stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. This page (NYSEARCA:IWR) was last updated on 6/10/2024 by MarketBeat.com Staff From Our PartnersBill Clinton Backing Biden Replacement???Do you want to see who I believe will be the next president of the U.S.A? 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