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iShares Russell Mid-Cap ETF
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Trading data
IWR performance and flow charts
Performance
Flows
Historic performance and flows
Data as of March 10, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -3.00% | +1.60% | +3.02% | +18.58% | +52.68% | +44.89% |
| Flows | +$588M | +$665M | +$231M | +$4.16B | +$7.72B | +$10.08B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +13.79% | +19.11% | +16.02% | +18.22% |
Max drawdown | -4.11% | -14.39% | -21.08% | -26.20% |
Max drawdown duration | 12d | 46d | 239d | 854d |
Time to recover | N/A | 32d | 106d | 523d |
Replication quality
Data as of February 27, 2026Create an account to view replication metrics
1 year cumulative return difference | |
|---|---|
| Best | Join for free |
| Worst | Join for free |
| daily return difference | |
|---|---|
| Average | Join for free |
| Worst | Join for free |
Exposure
Data as of January 31, 2026Countries
Sectors
Diversification
Total weight of top 15 holdings out of 808
Top 15 Holdings
Characteristics
The iShares Russell Mid-Cap ETF is built to track the Russell Midcap Total Return Index - USD. This ETF provides physical exposure - by owning its shares you earn the return of the securities composing the index (as the ETF holds them directly).
This share class generates a stream of income by distributing dividends.
| Management strategy | Passive |
| Provider | iShares |
| N° of holdings | 808 |
| Replication method | Direct (Physical) |
| Asset class | Equities |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | July 17, 2001 |
| ESG | No |
What type of ETF is IWR?
IWR is a Passive ETF that provides exposure to Equity assets. It is managed by iShares.
What index does IWR track?
IWR tracks the Russell Midcap Total Return Index - USD, aiming to replicate its performance through optimized sampling.
What does IWR invest in?
This ETF provides exposure to Mid Cap US Equities. It is part of the segment: US Mid Cap.
What is the expense ratio of IWR?
The total expense ratio (TER) of IWR is 0.18%, representing the annual fee charged by the fund manager.
When was IWR launched?
IWR was launched on July 17, 2001, marking its entry into the ETF market.
Who is the issuer of IWR?
IWR is issued by iShares.
What is the AUM of IWR?
As of March 10, 2026, IWR manages $48.01 B, reflecting the total assets held in the fund.
How has IWR performed recently?
As of March 10, 2026, IWR delivered a return of -3% over the past month (1M performance), 1.6% over the past three months (3M), and 3.02% year-to-date (YTD).
What are the recent fund flows for IWR?
As of March 10, 2026, IWR has seen net flows of +$588M in the past month (1M flow) and +$231M year-to-date (YTD).
Does IWR pay dividends?
As of March 10, 2026, IWR has a trailing 12-month distribution yield of 1.25%.
How many holdings are in IWR
As of January 31, 2026, IWR holds 808 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is IWR?
As of January 31, 2026, IWR holds 808 securities, with 8.71% of its assets concentrated in its top 15 holdings.
What are the top holdings of IWR?
As of January 31, 2026, IWR holds a portfolio of 808 underlyings, with its largest positions including WESTERN DIGITAL, ROYAL CARIBBEAN GROUP and BANK OF NEW YORK MELLON. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does IWR invest in?
As of January 31, 2026, IWR has its largest geographic exposures in USA.
What sectors or themes does IWR focus on?
As of January 31, 2026, IWR is primarily exposed to Industrials, Information Technology and Financials.
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