IWR
US Mid CapiShares Russell Mid-Cap ETF
iShares · Tracks Russell Midcap Index · Inception Jul 17, 2001
Trailing returns
through Oct 23, 2026- 1 year
- +16.3%
- 3 year
- +20.2%
- annualized
- 5 year
- +7.3%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.18% expense ratio.
Based on $54.90B in net assets.
Top-10 holdings represent 5.6% 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 v0.5.2).
Look through IWR, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are 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
Asset location for IWR across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Datadog, Inc. | 0.62% |
| 2 | Snowflake, Inc. | 0.61% |
| 3 | Royal Caribbean Cruises Ltd. | 0.58% |
| 4 | Cloudflare, Inc. | 0.56% |
| 5 | Robinhood Markets, Inc. | 0.56% |
| 6 | Teradyne, Inc. | 0.55% |
| 7 | Marathon Petroleum Corp. | 0.54% |
| 8 | Astera Labs, Inc. | 0.53% |
| 9 | Simon Property Group, Inc. | 0.52% |
| 10 | United Rentals, Inc. | 0.51% |
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