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iShares Russell Mid-Cap ETF

iShares Russell Mid-Cap ETF

IWR

NYSE ARCA
$111.551.08% (+1.2)
High
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Low
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Returns
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1D
1W
1M
3M
6M
1Y
5Y
Max

US ETF

US Small & Midcap Equity

US Small & Midcap ETF

Invests in us small & midcap equity segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

0.18%
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$58.06B
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

0.99
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

14.67%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

15.25
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

17.58

ETF Profile

ETF Profile

Exp. Ratio
0.04%
0.04%
PE
14.33
14.33
1Y Return
15.93%
15.93%
Exp. Ratio
0.03%
0.03%
PE
17.97
17.97
1Y Return
14.75%
14.75%
Exp. Ratio
0.06%
0.06%
PE
12.71
12.71
1Y Return
22.58%
22.58%
Exp. Ratio
0.04%
0.04%
PE
17.02
17.02
1Y Return
17.83%
17.83%
Exp. Ratio
0.19%
0.19%
PE
13.51
13.51
1Y Return
17.75%
17.75%
Compare with Peers

Peers

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFUS Small & Mid Cap Equity
ScreenerCompare ETFs on Screener
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
iShares Russell Mid-Cap ETF $58.06B0.18%17.97%
iShares Core S&P Mid-Cap ETF$123.20B0.04%15.93%
Vanguard Mid-Cap Index Fund ETF Shares$107.38B0.03%14.75%

Price Comparison

Price Comparison

Compare IWR with any stock or ETF
Compare IWR with any stock or ETF
Comparing from
IWR
IJH
VO
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Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • Marathon Petroleum Corp
    Sector: Energy
    Holdings0 %
    Marathon Petroleum Corp
    MPC

    Holdings

    0 %

    Energy
  • Phillips 66
    Sector: Energy
    Holdings0 %
    Phillips 66
    PSX

    Holdings

    0 %

    Energy
  • Snowflake Inc.
    Sector: Technology
    Holdings0 %
    Snowflake Inc.
    SNOW

    Holdings

    0 %

    Technology
  • Cloudflare Inc
    Sector: Technology
    Holdings0 %
    Cloudflare Inc
    NET

    Holdings

    0 %

    Technology
  • Moderna Inc
    Sector: Healthcare
    Holdings0 %
    Moderna Inc
    MRNA

    Holdings

    0 %

    Healthcare
  • Datadog Inc
    Sector: Technology
    Holdings0 %
    Datadog Inc
    DDOG

    Holdings

    0 %

    Technology
  • Royal Caribbean Cruises Ltd
    Sector: Consumer Cyclical
    Holdings0 %
    Royal Caribbean Cruises Ltd
    RCL

    Holdings

    0 %

    Consumer Cyclical
  • United Rentals Inc
    Sector: Industrials
    Holdings0 %
    United Rentals Inc
    URI

    Holdings

    0 %

    Industrials
  • Hewlett Packard Enterprise Co
    Sector: Technology
    Holdings0 %
    Hewlett Packard Enterprise Co
    HPE

    Holdings

    0 %

    Technology
  • Simon Property Group Inc
    Sector: Real Estate
    Holdings0 %
    Simon Property Group Inc
    SPG

    Holdings

    0 %

    Real Estate

Frequently asked questions

  1. iShares Russell Mid-Cap ETF (IWR) is currently trading at $111.55. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy iShares Russell Mid-Cap ETF (IWR) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in iShares Russell Mid-Cap ETF (IWR) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of iShares Russell Mid-Cap ETF (IWR) is 0.18%. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. iShares Russell Mid-Cap ETF (IWR)’s top holdings currently include Marathon Petroleum Corp, Phillips 66, and Snowflake Inc.. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of iShares Russell Mid-Cap ETF (IWR) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from iShares Russell Mid-Cap ETF (IWR) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like iShares Russell Mid-Cap ETF (IWR), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. iShares Russell Mid-Cap ETF (IWR)’s current assets under management (AUM) are $58.06B. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. iShares Russell Mid-Cap ETF (IWR)’s price-to-earnings (P/E) ratio is 15.25. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare iShares Russell Mid-Cap ETF (IWR) with iShares Core S&P Mid-Cap ETF (IJH), Vanguard Mid-Cap Index Fund ETF Shares (VO), and iShares Core S&P Small-Cap ETF (IJR) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. iShares Russell Mid-Cap ETF (IWR)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

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