IWP - ETF AI Analysis

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iShares Russell Mid-Cap Growth ETF (IWP)

Rating:68Neutral

Price Target:―

IWP, the iShares Russell Mid-Cap Growth ETF, has a solid overall rating driven mainly by strong performers like Vertiv Holdings, Quanta Services, and Idexx Laboratories, which all show robust financial results, positive earnings commentary, and supportive technical trends despite somewhat high valuations. The fund also includes names such as Cloudflare and Vistra Energy, where profitability, leverage, and momentum challenges are more noticeable, which likely prevents the rating from being higher. A key risk factor is that several top holdings share issues like high leverage and potentially stretched valuations, which could increase the fund’s sensitivity to market downturns or rising interest rates.

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)

AUM20.70B

RegionNorth America

Expense Ratio0.23%

Beta1.19

IssueriShares

Inception DateJul 17, 2001

Dividend Yield0.37%

Asset ClassEquity

Index TrackedRussell Midcap Growth

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,015,626

30 Day Avg. Volume1,180,696

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

174.72

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering279

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’s story is all about U.S. mid-cap growth names, with a tilt toward tech, industrials, and consumer cyclicals. Howmet Aerospace and Vertiv are two of the fund’s key engines right now, both rising on solid earnings and upbeat outlooks. Quanta Services is also pulling its weight, adding steady momentum from the industrial side. On the flip side, Royal Caribbean and Vistra are losing steam, while Cloudflare has been dragging the fund with weaker recent trading. Overall, the ETF is driven by a handful of mid-cap growth leaders rather than mega-cap giants.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
RCL	Royal Caribbean	2.92%	$595.08M	$79.52B	25.91%	67 Neutral
HWM	Howmet Aerospace	2.79%	$568.74M	$84.77B	64.03%	67 Neutral
VRT	Vertiv Holdings	2.47%	$503.88M	$74.08B	70.24%	77 Outperform
HLT	Hilton Worldwide Holdings	2.27%	$463.40M	$68.87B	16.55%	67 Neutral
COR	Cencora	2.15%	$437.66M	$68.19B	36.23%	70 Neutral
CVNA	Carvana Co	1.93%	$392.24M	$89.20B	75.22%	66 Neutral
NET	Cloudflare	1.88%	$383.88M	$64.76B	35.50%	61 Neutral
PWR	Quanta Services	1.84%	$374.42M	$71.77B	56.30%	78 Outperform
VST	Vistra Corp	1.83%	$373.39M	$56.12B	-7.78%	65 Neutral
MPWR	Monolithic Power	1.82%	$371.74M	$55.66B	85.80%	75 Outperform

IWP Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

138.58

Negative

100DMA

140.38

Negative

200DMA

137.21

Positive

Market Momentum

MACD

-0.03

Positive

RSI

43.72

Neutral

STOCH

25.91

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 139.97, equal to the 50-day MA of 138.58, and equal to the 200-day MA of 137.21, indicating a neutral trend. The MACD of -0.03 indicates Positive momentum. The RSI at 43.72 is Neutral, neither overbought nor oversold. The STOCH value of 25.91 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	―	―	$20.70B	0.23%	―
IJH	―	―	$108.59B	0.05%	―
VO	―	―	$94.04B	0.04%	―
IWR	―	―	$48.00B	0.18%	―
MDY	―	―	$24.79B	0.24%	―
VOT	―	―	$18.20B	0.07%	―

Performance Comparison

IWP

iShares Russell Mid-Cap Growth ETF

138.08

3.92

2.92%

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: ―

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