IWP - ETF AI Analysis
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iShares Russell Mid-Cap Growth ETF (IWP)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Top Holdings Performance
Several of the largest positions, such as Vertiv, Monolithic Power, and Comfort Systems, 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 industrials, consumer cyclical, technology, and health care, which can help reduce the impact if one industry struggles.
Large Asset Base and Recent Momentum
The ETF manages a very large pool of assets and has seen strong recent one-month performance, suggesting it is widely used and currently benefiting from positive market trends.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering very little geographic diversification outside the United States.
Mixed Recent Performance
While the most recent month has been strong, the ETF’s performance over the last three months has been weak, showing that returns can be uneven over shorter periods.
Underperforming Top Holdings
Some key positions like Royal Caribbean, Cencora, and Carvana have been lagging this year, which can drag on the fund’s overall performance if the weakness continues.
IWP vs. SPDR S&P 500 ETF (SPY)
AUM20.43B
RegionNorth America
Expense Ratio0.23%
Beta1.16
IssueriShares
Inception DateJul 17, 2001
Dividend Yield0.33%
Asset ClassEquity
Index TrackedRussell Midcap Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume716,721
30 Day Avg. Volume953,292
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
169.67Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering276
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 their businesses, across areas like technology, industrials, and consumer services. Well-known holdings include Hilton Worldwide and Royal Caribbean. Someone might invest in IWP to seek long-term growth while spreading their money across many mid-sized companies instead of betting on just one stock. A key risk is that growth-focused mid-cap stocks can be volatile and the ETF’s value can go up and down 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. growth stories, with a clear tilt toward tech and industrial innovators. Vertiv, Quanta Services, and Comfort Systems are doing much of the heavy lifting, riding strong demand for data centers, infrastructure, and building services. Datadog and Rocket Lab add a high-octane tech and space flavor, both rising sharply but with the usual growing pains of pricey growth names. On the flip side, Royal Caribbean has been more of an anchor than a sail, and Hilton’s steadier but softer trend keeps travel from fully pulling its weight.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Vertiv Holdings | 4.71% | $920.52M | $120.68B | 192.51% | 77 Outperform | |
| Howmet Aerospace | 3.65% | $712.90M | $103.98B | 52.01% | 67 Neutral | |
| Quanta Services | 2.95% | $575.81M | $109.56B | 107.77% | 78 Outperform | |
| Monolithic Power | 2.50% | $487.89M | $80.24B | 136.62% | 75 Outperform | |
| Hilton Worldwide Holdings | 2.41% | $471.35M | $76.84B | 31.89% | 67 Neutral | |
| Comfort Systems | 2.37% | $462.27M | $65.31B | 282.29% | 80 Outperform | |
| Royal Caribbean | 2.21% | $431.00M | $75.44B | 10.76% | 67 Neutral | |
| Datadog | 2.10% | $411.33M | $80.18B | 109.83% | 69 Neutral | |
| Cloudflare | 1.97% | $385.93M | $80.63B | 45.77% | 61 Neutral | |
| Rocket Lab USA | 1.94% | $379.28M | $85.69B | 435.57% | 57 Neutral |
IWP Technical Analysis
Positive
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Price Trends
134.52
Positive
135.46
Positive
137.96
Positive
Market Momentum
1.70
Negative
69.32
Neutral
94.13
Negative
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 138.07, equal to the 50-day MA of 134.52, and equal to the 200-day MA of 137.96, indicating a bullish trend. The MACD of 1.70 indicates Negative momentum. The RSI at 69.32 is Neutral, neither overbought nor oversold. The STOCH value of 94.13 is Negative, 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
142.90
9.95
7.48%
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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VOT
Vanguard Mid-Cap Growth ETF
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IJK
iShares S&P Mid-Cap 400 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.
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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