IWR
US Mid CapiShares Russell Mid-Cap ETF
iShares · Tracks Russell Midcap Index · Inception Jul 17, 2001
Composite score
Based on a 0.18% expense ratio.
Based on $56.98B in net assets.
Top-10 holdings represent 9.2% of net assets.
US Mid Cap base · ETF wrapper · 1.16% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
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Tool · Cost
Compare IWR's fee against another fund
Compounds the 0.18% expense ratio against a peer over decades.
Tool · Overlap
Compare IWR's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Mid Cap funds.
Tool · TLH
Find a tax-loss harvesting partner for IWR
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | BlackRock Funds III | 2.98% |
| 2 | Corning, Inc. | 0.84% |
| 3 | Vertiv Holdings Co. | 0.76% |
| 4 | Howmet Aerospace, Inc. | 0.73% |
| 5 | Western Digital Corp. | 0.73% |
| 6 | Sandisk Corp. | 0.72% |
| 7 | Bank of New York Mellon Corp. (The) | 0.65% |
| 8 | Quanta Services, Inc. | 0.64% |
| 9 | Valero Energy Corp. | 0.60% |
| 10 | Cummins, Inc. | 0.59% |
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