IWP - ETF AI Analysis
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iShares Russell Mid-Cap Growth ETF (IWP)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Top Tech Holdings
Several of the largest technology positions, such as Datadog and Cloudflare, have shown strong gains, helping support the fund’s overall results.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including technology, industrials, consumer, health care, and energy, which helps reduce the impact of weakness in any single industry.
Moderate Expense Ratio
The fund’s expense ratio is reasonable for a specialized growth ETF, so investors are not giving up too much of their returns to fees.
Negative Factors
Heavy U.S.-Only Focus
Almost all of the ETF’s assets are invested in U.S. companies, which limits diversification across different global markets.
Growth and Tech Concentration
A large tilt toward growth-oriented technology and industrial stocks means the fund can be more sensitive to swings in these areas of the market.
Some Weak Top Holdings
A few of the largest positions, such as Robinhood and Cencora, have shown weaker performance, which can drag on the fund’s returns.
IWP vs. SPDR S&P 500 ETF (SPY)
AUM19.78B
RegionNorth America
Expense Ratio0.23%
Beta1.15
IssueriShares
Inception DateJul 17, 2001
Dividend Yield0.36%
Asset ClassEquity
Index TrackedRussell Midcap Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume828,334
30 Day Avg. Volume816,081
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
171.48Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering265
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWP Summary
The iShares Russell Mid-Cap Growth ETF (IWP) is a fund that follows the Russell Midcap Growth Index, focusing on medium‑sized U.S. companies expected to grow faster than average. It holds a mix of businesses across technology, healthcare, and consumer sectors, including well-known names like Snowflake and Cloudflare. Investors might consider IWP if they want growth potential from companies that are more established than small caps but still have room to expand, helping diversify a stock portfolio. A key risk is that it leans toward growth and tech-related stocks, so its price can rise and fall more than the overall market.
How much will it cost me?The iShares Russell Mid-Cap Growth ETF (IWP) has an expense ratio of 0.23%, meaning you’ll pay $2.30 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it tracks a specific index focused on mid-cap growth companies, which may require more specialized management. Overall, it’s still considered a cost-effective option for accessing this niche market segment.
What would affect this ETF?The iShares Russell Mid-Cap Growth ETF (IWP) could benefit from positive trends in sectors like technology, healthcare, and consumer discretionary, which are known for innovation and growth potential. However, it may face challenges from rising interest rates, which can negatively impact growth stocks, and economic slowdowns that could reduce consumer spending and business investment. Regulatory changes or geopolitical tensions affecting U.S.-based companies could also influence the ETF's performance.
IWP Top 10 Holdings
IWP is leaning heavily into U.S. mid-cap tech and growth stories, with names like Datadog, Snowflake, and Cloudflare doing much of the heavy lifting as their shares have been rising on strong revenue and AI-driven buzz. Teradyne has also been a notable climber over the year, even if it’s recently lost a bit of altitude. On the flip side, Robinhood and Cencora have been more of a drag, with mixed or lagging performance. Overall, the fund is tech-tilted but still grounded in a broader mix of industrials, energy, and real estate, all within the U.S. market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Snowflake | 2.87% | $566.77M | $101.65B | 43.05% | 54 Neutral | |
| Cloudflare | 2.58% | $508.70M | $99.07B | 39.41% | 61 Neutral | |
| Datadog | 2.58% | $507.87M | $95.39B | 97.62% | 69 Neutral | |
| Simon Property | 2.14% | $422.98M | $74.38B | 42.75% | 70 Outperform | |
| Comfort Systems | 1.76% | $347.78M | $60.88B | 148.77% | 80 Outperform | |
| Cencora | 1.70% | $335.45M | $60.57B | 7.97% | 70 Neutral | |
| Teradyne | 1.68% | $332.26M | $57.56B | 253.00% | 71 Outperform | |
| Targa Resources | 1.68% | $331.16M | $58.03B | 65.95% | 74 Outperform | |
| Robinhood | 1.61% | $317.74M | $77.87B | -13.35% | 68 Neutral | |
| WW Grainger | 1.51% | $297.50M | $65.26B | 48.24% | 73 Outperform |
IWP Technical Analysis
Negative
―
Price Trends
140.52
Negative
136.84
Positive
137.47
Negative
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 139.32, equal to the 50-day MA of 140.52, and equal to the 200-day MA of 137.47, indicating a bearish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWP.
IWP Peer Comparison
Comparison Results
Performance Comparison
IWP
iShares Russell Mid-Cap Growth ETF
137.04
-4.49
-3.17%
IJH
iShares Core S&P Mid-Cap ETF
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―
―
VO
Vanguard Mid-Cap ETF
―
―
―
IWR
iShares Russell Midcap ETF
―
―
―
VOT
Vanguard Mid-Cap Growth ETF
―
―
―
IJK
iShares S&P Mid-Cap 400 Growth ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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