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iShares Russell Mid-Cap Growth ETF (IWP)
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Upturn Advisory Summary
11/05/2025: IWP (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 37.58% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 99.75 - 139.43 | Updated Date 06/29/2025 |
52 Weeks Range 99.75 - 139.43 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell Mid-Cap Growth ETF
ETF Overview
Overview
The iShares Russell Mid-Cap Growth ETF (IWP) seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. It focuses on the growth segment of the U.S. mid-cap market and is suitable for investors seeking capital appreciation.
Reputation and Reliability
iShares (BlackRock) is one of the world's largest and most reputable ETF providers with a long track record of offering a wide range of investment products.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a large team of portfolio managers and analysts dedicated to ETF management.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities that exhibit growth characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the Russell Midcap Growth Index. The Index measures the performance of the mid-cap growth segment of the U.S. equity market.
Composition The ETF primarily holds stocks of mid-sized U.S. companies exhibiting growth characteristics, as defined by the underlying index methodology.
Market Position
Market Share: IWP holds a considerable market share within the mid-cap growth ETF segment, making it a leading fund in its category.
Total Net Assets (AUM): 15920000000
Competitors
Key Competitors
- Vanguard Mid-Cap Growth ETF (VOT)
- Schwab U.S. Mid-Cap Growth ETF (SCHG)
- SPDR S&P MidCap 400 Growth ETF (MDYG)
Competitive Landscape
The mid-cap growth ETF market is competitive. IWP has a first-mover advantage and a large AUM, while competitors like VOT and SCHG often offer lower expense ratios. IWP's brand recognition and track record are advantages, but its expense ratio is relatively higher than some competitors.
Financial Performance
Historical Performance: Historical performance data needs to be checked from reliable sources such as ETF.com or the iShares website.
Benchmark Comparison: Benchmark comparison needs to be checked from reliable sources such as ETF.com or the iShares website comparing IWP with the Russell Midcap Growth Index.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
IWP exhibits high liquidity with a significant average daily trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IWP is generally tight, reflecting its high trading volume and indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific trends can all impact IWP's performance. The growth of underlying sectors like technology and healthcare significantly influence the fund.
Growth Trajectory
IWP's growth trajectory is tied to the performance of the mid-cap growth segment of the U.S. equity market. Changes in index methodology and company composition can also influence its performance.
Moat and Competitive Advantages
Competitive Edge
IWP's competitive edge comes from being one of the earliest mid-cap growth ETFs, giving it a large AUM and strong brand recognition. It benefits from BlackRock's extensive ETF management expertise. The ETF offers broad exposure to mid-cap growth stocks. While its expense ratio is not the lowest, its liquidity and historical performance are attractive to many investors.
Risk Analysis
Volatility
IWP's volatility is typical of growth-oriented ETFs, reflecting the price fluctuations of its underlying holdings. It can be more volatile than broad market ETFs.
Market Risk
IWP is exposed to market risk, particularly the risks associated with mid-cap companies. Sector concentration and the performance of individual holdings can also impact the ETF's performance.
Investor Profile
Ideal Investor Profile
IWP is suitable for investors seeking capital appreciation through exposure to mid-cap growth stocks. It's appropriate for investors with a moderate to high risk tolerance.
Market Risk
IWP is best suited for long-term investors who are comfortable with market fluctuations and seeking growth potential. It can also be used by active traders for tactical allocation to the mid-cap growth segment.
Summary
The iShares Russell Mid-Cap Growth ETF (IWP) provides targeted exposure to the mid-cap growth segment of the U.S. equity market. Managed by BlackRock, IWP benefits from a strong brand and high liquidity. While its expense ratio is higher than some competitors, its established track record and large AUM make it a popular choice for investors. It's suitable for investors seeking capital appreciation and comfortable with moderate to high market risk.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares.com
- ETF.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Russell Mid-Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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