IWP - ETF AI Analysis

Top Page

iShares Russell Mid-Cap Growth ETF (IWP)

Rating:69Neutral

Price Target:―

IWP, the iShares Russell Mid-Cap Growth ETF, has a solid overall rating driven mainly by strong, growing companies like Quanta Services and Idexx Laboratories, which show healthy financial performance, positive trends, and supportive earnings calls. Vertiv Holdings and Targa Resources also add to the fund’s quality with solid results and generally favorable technical signals, though high valuations and leverage across several holdings, plus specific challenges at companies like Cloudflare and Vistra Energy, are key risks to watch. The main risk factor is that many top holdings share similar issues of high valuation and leverage, which could make the ETF more sensitive if market conditions turn against growth-oriented stocks.

Positive Factors

Strong Top Growth Holdings

Several of the largest positions, such as Howmet Aerospace, Vertiv, Carvana, and Quanta Services, have shown strong gains this year, helping support the ETF’s overall results.

Broad Sector Diversification

The fund spreads its investments across many sectors—including consumer cyclical, technology, industrials, and health care—reducing the impact if any one industry struggles.

Large Asset Base

With a very high level of assets under management, the ETF benefits from strong investor interest and typically better trading liquidity.

Negative Factors

Recent Short-Term Weakness

The ETF has shown weak performance over the past one and three months, which may concern investors focused on short-term trends.

High U.S. Concentration

Almost all of the fund’s holdings are in U.S. companies, offering very limited geographic diversification.

Mixed Performance Among Top Holdings

Some major positions like Royal Caribbean, Vistra, and Cloudflare have been lagging this year, which can drag on the fund’s overall performance.

IWP vs. SPDR S&P 500 ETF (SPY)

AUM19.50B

RegionNorth America

Expense Ratio0.23%

Beta1.18

IssueriShares

Inception DateJul 17, 2001

Dividend Yield0.38%

Asset ClassEquity

Index TrackedRussell Midcap Growth

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume811,550

30 Day Avg. Volume947,939

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

171.02

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering278

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IWP Summary

IWP is the iShares Russell Mid-Cap Growth ETF, which follows the Russell Midcap Growth Index. It invests in medium-sized U.S. companies that are focused on growing, across areas like technology, healthcare, and consumer brands. Well-known holdings include Hilton Worldwide and Royal Caribbean. Someone might invest in IWP to seek long-term growth while spreading money across many mid-sized companies instead of picking individual stocks. A key risk is that growth-focused stocks can be more volatile, so the value of this ETF can go up and down significantly with the stock 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 hard into U.S. mid-cap growth stories, with a clear tilt toward industrials, travel, and tech. High-flyers like Vertiv, Comfort Systems, and Quanta Services are doing the heavy lifting, with rising momentum that’s helping power the fund. Howmet Aerospace and Monolithic Power are also pulling their weight, adding steady industrial and semiconductor strength. On the softer side, Cloudflare has been lagging, acting as a bit of a speed bump. Overall, the fund’s performance is being driven by a concentrated group of U.S.-focused growth winners.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
VRT	Vertiv Holdings	3.54%	$687.15M	$102.64B	214.20%	77 Outperform
HWM	Howmet Aerospace	3.50%	$679.42M	$100.90B	96.71%	67 Neutral
RCL	Royal Caribbean	2.52%	$488.77M	$77.51B	38.18%	67 Neutral
HLT	Hilton Worldwide Holdings	2.35%	$455.86M	$68.07B	29.97%	67 Neutral
NET	Cloudflare	2.31%	$449.59M	$74.97B	78.39%	61 Neutral
PWR	Quanta Services	2.24%	$436.09M	$84.94B	127.90%	78 Outperform
COR	Cencora	2.22%	$431.86M	$68.14B	37.91%	70 Neutral
VST	Vistra Corp	1.87%	$362.54M	$53.63B	30.54%	65 Neutral
TRGP	Targa Resources	1.74%	$338.24M	$50.84B	26.45%	74 Outperform
MPWR	Monolithic Power	1.72%	$333.79M	$52.61B	83.72%	75 Outperform

IWP Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

137.22

Negative

100DMA

138.14

Negative

200DMA

138.85

Negative

Market Momentum

MACD

-0.74

Positive

RSI

41.69

Neutral

STOCH

43.83

Neutral

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 135.25, equal to the 50-day MA of 137.22, and equal to the 200-day MA of 138.85, indicating a bearish trend. The MACD of -0.74 indicates Positive momentum. The RSI at 41.69 is Neutral, neither overbought nor oversold. The STOCH value of 43.83 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWP.

IWP Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IWP	―	―	$19.50B	0.23%	69 Neutral
IJH	―	―	$107.65B	0.05%	70 Outperform
VO	―	―	$94.96B	0.03%	70 Neutral
IWR	―	―	$48.39B	0.18%	69 Neutral
MDY	―	―	$24.42B	0.24%	70 Outperform
VOT	―	―	$17.62B	0.05%	69 Neutral

Performance Comparison

IWP

iShares Russell Mid-Cap Growth ETF

129.88

15.42

13.47%

IJH

iShares Core S&P Mid-Cap ETF

―

Vanguard Mid-Cap ETF

―

IWR

iShares Russell Midcap ETF

―

MDY

SPDR S&P Midcap 400 ETF Trust

―

VOT

Vanguard Mid-Cap 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.

Disclaimer

This 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: ―

Table of Contents