IWR Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Oct 27 at 4:10 PM ET (Korea 10/28 05:10)
Full metrics table
| Category | US Equities - Broad Market & Size | Expense | 0.18% | Return% 1Y | 15.07% | Total Holdings | 832 | Perf Week | 0.67% | Volume | 9,170,323 |
| Asset Type | Equities (Stocks) | AUM | $57.59B | Return% 3Y | 19.25% | NAV | $110.02 | Perf Month | 2.72% | Avg Volume | 1.37M |
| ETF Type | US Equities | Dividend TTM | $1.27 (1.15%) | Return% 5Y | 7.56% | 52W High | -4.04% | Perf Quarter | 0.68% | Rel Volume | 6.69 |
| Active/Passive | Passive | Div Gr. 3/5Y | 5% 7.24% | Return% 10Y | 11.64% | 52W Low | 20.4% | Perf Half Y | 7.25% | Prev Close | $110.03 |
| IPO | 2001/7/20 | Flows% 1M | 1.27% | Return% SI | 9.87% | RSI (14) | 55.58 | Perf YTD | 14.6% | Price | $110.33 |
| Beta | 1.02 | Flows% 3M | 1.99% | Flows% YTD | 7.36% | Flows% 1Y | 10.14% | Perf Year | 13.03% | Volatility(W/M) | 0.98% 1% |
| SMA20 | 1.13% | SMA50 | 0.36% | SMA200 | 4.2% | ATR | 1.15 | ||||
iShares Russell Mid-Cap ETF seeks to track the investment results of the Russell Midcap Index, which measures the performance of the mid-capitalization sector of the U.S. equity market. The fund generally invests 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 (i.e., depositary receipts representing securities of the 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 8% of the fund
Spread evenly across many holdings.
DDOG Datadog, Inc. 0.62% 3 
SNOW Snowflake, Inc. 0.61% 4 
RCL Royal Caribbean Cruises Ltd. 0.58% 5 
HOOD Robinhood Markets, Inc. 0.56% 6 
NET Cloudflare, Inc. 0.56% 7 
TER Teradyne, Inc. 0.55% 8 
MPC Marathon Petroleum Corp. 0.54% 9 
ALAB Astera Labs, Inc. 0.53% 10 
SPG Simon Property Group, Inc. 0.52% Largest sectors first.
Over the past 1 year, on the higher side
4% below its 1-year high.
Traded more than usual. That is 669% of its average volume.
Holding long would have paid off
Bought 5 years ago, your return today would be +34.7%. The S&P 500 did +70% over the same period.
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The price swings a lot
At its worst (February 2020) it fell 41% and took 203 days to recover.
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The dividend is on the small side
Pays 1.15% annually in dividends.
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Money keeps flowing in
Over the past year, new money equal to 10.1% of assets came in.
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MVV ProShares Ultra MidCap400 2X Shares 146M 
MIDU Direxion Daily Mid Cap Bull 3X ETF 61M 
HDGE-1× AdvisorShares Active Bear ETF 47M 
UMDD ProShares UltraPro MidCap400 3x Shares 27M 
MZZ-1× ProShares UltraShort MidCap400 -2x Shares 5M 
IJH iShares Core S&P Mid-Cap ETF 0.05% 
VO Vanguard Morningstar Mid-Cap ETF 0.03% 
MDY State Street SPDR S&P MIDCAP 400 ETF Trust 0.23% 
SPMD State Street SPDR Portfolio S&P 400TM Mid Cap ETF 0.03% 
SCHM Schwab U.S. Mid-Cap ETF 0.03% 
SPYM State Street SPDR Portfolio S&P 500 ETF 0.02% 
BBUS JPMorgan BetaBuilders U.S. Equity ETF 0.02% 
VOO Vanguard S&P 500 ETF 0.03% 
FAQ
How many holdings does IWR have?
IWR holds a total of 832 securities, with an AUM of approximately $57.6B.
Does IWR pay dividends (distributions)?
IWR's distribution yield is approximately 1.15%.
What is the 52-week high and low for IWR?
IWR has recorded a 52-week high of $114.97 and a low of $91.64.
