IWP Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Full metrics table
| Category | US Equities - US Style | Expense | 0.23% | Return% 1Y | -5.86% | Total Holdings | 277 | Perf Week | -0.16% | Volume | 611,706 |
| Asset Type | Equities (Stocks) | AUM | $18.69B | Return% 3Y | 13.96% | NAV | $132.80 | Perf Month | -3.59% | Avg Volume | 0.73M |
| ETF Type | US Equities | Dividend TTM | $0.53 (0.39%) | Return% 5Y | 3.13% | 52W High | -9.32% | Perf Quarter | -1.23% | Rel Volume | 0.83 |
| Active/Passive | Passive | Div Gr. 3/5Y | -7.49% 5.58% | Return% 10Y | 11.55% | 52W Low | 9.38% | Perf Half Y | -1.07% | Prev Close | $132.81 |
| IPO | 2001/8/1 | Flows% 1M | 0.64% | Return% SI | - | RSI (14) | 41.99 | Perf YTD | -1.8% | Price | $134.47 |
| Beta | 1.13 | Flows% 3M | -2.38% | Flows% YTD | -6.25% | Flows% 1Y | -4.28% | Perf Year | -6.61% | Volatility(W/M) | 1.69% 1.53% |
| SMA20 | -2.72% | SMA50 | -3.41% | SMA200 | -2.47% | ATR | 2.52 | ||||
iShares Russell Mid-Cap Growth ETF seeks to track the investment results of the Russell Midcap Growth Index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
The top 10 make up 22% of the fund
Spread evenly across many holdings.
Largest sectors first.
Over the past 1 year, roughly in the middle
9% below its 1-year high.
Traded about as much as usual. That is 83% of its average volume.
Long-term returns are roughly flat
Bought 5 years ago, your return today would be +12.7%. The S&P 500 did +68% over the same period.
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The price swings a lot
At its worst (November 2021) it fell 39% and took 848 days to recover.
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The dividend is on the small side
Pays 0.39% annually in dividends.
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A little money is flowing out
Over the past year, money equal to 4.3% of assets left.
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FAQ
How many holdings does IWP have?
IWP holds a total of 277 securities, with an AUM of approximately $18.7B.
Does IWP pay dividends (distributions)?
IWP's distribution yield is approximately 0.39%.
What is the 52-week high and low for IWP?
IWP has recorded a 52-week high of $148.29 and a low of $122.94.