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 $56.82B in net assets.
Top-10 holdings represent 7.7% 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. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use IWR in our tools
Tool · Look-through
See what IWR actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
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
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | BlackRock Funds III | 2.61% |
| 2 | Datadog, Inc. | 0.62% |
| 3 | Snowflake, Inc. | 0.61% |
| 4 | Royal Caribbean Cruises Ltd. | 0.58% |
| 5 | Cloudflare, Inc. | 0.56% |
| 6 | Robinhood Markets, Inc. | 0.56% |
| 7 | Teradyne, Inc. | 0.55% |
| 8 | Marathon Petroleum Corp. | 0.54% |
| 9 | Astera Labs, Inc. | 0.53% |
| 10 | Simon Property Group, Inc. | 0.52% |
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