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IWP - ETF AI Analysis
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iShares Russell Mid-Cap Growth ETF (IWP)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid year-to-date returns, indicating strong overall momentum.
Sector Diversification
The fund is spread across multiple sectors, including technology, consumer cyclical, and health care, reducing reliance on any single industry.
Reasonable Expense Ratio
The ETF charges a relatively low expense ratio, making it cost-effective compared to many actively managed funds.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, offering limited exposure to international markets.
Mixed Short-Term Performance
Recent one-month and three-month returns have been weaker, which may signal short-term volatility.
Overweight in Top Holdings
Several top holdings, such as Roblox and Howmet Aerospace, make up significant portions of the portfolio, increasing single-stock risk.
IWP vs. SPDR S&P 500 ETF (SPY)
AUM20.80B
RegionNorth America
Expense Ratio0.23%
Beta1.20
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. Volume1,072,612
30 Day Avg. Volume1,079,904
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
169.92Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering280
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWP Summary
The iShares Russell Mid-Cap Growth ETF (IWP) is an investment fund that focuses on mid-sized U.S. companies with strong growth potential. It follows the Russell Midcap Growth Index, which includes businesses in sectors like technology, healthcare, and consumer discretionary. Some well-known companies in this ETF are Roblox and Cloudflare. Investors might consider IWP for its balance of growth opportunities and stability, as mid-cap companies are often less volatile than smaller firms. However, new investors should be aware that the ETF’s performance can fluctuate with the overall market, especially since it is heavily focused on growth stocks.
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
The iShares Russell Mid-Cap Growth ETF (IWP) leans heavily into consumer cyclical and technology sectors, with names like Royal Caribbean and Cloudflare shaping its narrative. Royal Caribbean has seen mixed performance, with strong demand offset by competitive pressures, while Cloudflare’s growth story is tempered by profitability challenges. Carvana is a standout, surging ahead with bullish momentum, though valuation concerns linger. On the flip side, Roblox is dragging the fund, weighed down by profitability struggles and bearish sentiment. Overall, the ETF’s U.S.-focused portfolio captures mid-cap growth potential but faces sector-specific headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Howmet Aerospace | 2.80% | $583.83M | $85.31B | 88.54% | 67 Neutral | |
| Royal Caribbean | 2.45% | $511.37M | $80.21B | 23.70% | 67 Neutral | |
| Hilton Worldwide Holdings | 2.20% | $459.07M | $68.17B | 16.50% | 67 Neutral | |
| Cloudflare | 2.09% | $435.96M | $70.99B | 79.97% | 61 Neutral | |
| Vertiv Holdings | 2.09% | $435.65M | $63.80B | 40.37% | 77 Outperform | |
| Cencora | 2.05% | $427.18M | $65.95B | 50.04% | 70 Neutral | |
| Carvana Co | 1.96% | $409.60M | $96.06B | 97.08% | 66 Neutral | |
| Idexx Laboratories | 1.80% | $376.24M | $54.95B | 64.99% | 78 Outperform | |
| Vistra Energy | 1.80% | $376.00M | $54.88B | 12.39% | 65 Neutral | |
| Alnylam Pharma | 1.67% | $348.53M | $52.94B | 65.23% | 60 Neutral |
IWP Technical Analysis
Positive
―
Price Trends
139.12
Positive
140.56
Negative
134.52
Positive
Market Momentum
0.21
Negative
54.35
Neutral
67.05
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 138.66, equal to the 50-day MA of 139.12, and equal to the 200-day MA of 134.52, indicating a bullish trend. The MACD of 0.21 indicates Negative momentum. The RSI at 54.35 is Neutral, neither overbought nor oversold. The STOCH value of 67.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWP.
IWP Peer Comparison
Comparison Results
Performance Comparison
IWP
iShares Russell Mid-Cap Growth ETF
139.83
11.42
8.89%
IJH
iShares Core S&P Mid-Cap ETF
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VO
Vanguard Mid-Cap ETF
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IWR
iShares Russell Midcap ETF
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MDY
SPDR S&P Midcap 400 ETF Trust
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VOT
Vanguard Mid-Cap Growth ETF
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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: ―
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