Key stats
About iShares Russell Midcap Growth ETF
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Inception date
Jul 17, 2001
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IWP is a solid representation of midcap growth despite some small quirks. By selecting from the 800-smallest Russell 1,000 companies, the fund ends up going quite a bit outside of what we consider proper boundaries for midcap stocks. While other funds in the segment tend to tilt toward smaller companies, IWP leans large. Investors should ensure that the fund doesn`t overlap too much with their large cap positions. IWP`s comprehensive portfolio exhibits mild sector tilts compared to our neutral benchmark. The fund uses forecast earnings growth and historical sales/share growth to select stocks. Overall, the fund delivers a viable and liquid growth portfolio with a large cap bias.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Finance
Stocks99.85%
Technology Services35.14%
Finance10.27%
Health Technology8.81%
Consumer Services8.47%
Electronic Technology7.55%
Distribution Services5.71%
Retail Trade4.93%
Utilities3.29%
Consumer Non-Durables2.38%
Industrial Services2.24%
Producer Manufacturing2.20%
Commercial Services2.20%
Transportation2.02%
Energy Minerals1.05%
Non-Energy Minerals1.00%
Health Services0.75%
Miscellaneous0.74%
Consumer Durables0.64%
Process Industries0.38%
Communications0.09%
Bonds, Cash & Other0.15%
Cash0.15%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history