IWS
iShares Russell Mid-Cap Value ETF
📎 Investment Objective
The iShares Russell Mid-Cap Value ETF (IWS) seeks to track the investment results of an index composed of mid-capitalization U.S. value stocks.
Overview
ETF tracking iShares Russell Mid-Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Russell Mid-Cap Value ETF (IWS) seeks to track the investment results of an index composed of mid-capitalization U.S. value stocks.
🎯 Investment Strategy
The ETF employs a passively managed, index-based approach, attempting to replicate the performance of the Russell Midcap Value Index. It invests in a representative sample of securities included in the underlying index to seek to achieve its investment objective.
✨ Key Features
- Provides exposure to a diversified portfolio of mid-cap U.S. value stocks
- Passively managed to track the Russell Midcap Value Index
- Low expense ratio of 0.00%
- Suitable for investors seeking mid-cap value exposure as part of a broader portfolio
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Sector risk: The ETF may be susceptible to economic, political, or regulatory occurrences affecting a particular sector
- Mid-cap risk: Stocks of mid-cap companies may be subject to more abrupt or erratic market movements than those of larger, more established companies
- Value investing risk: Value stocks may perform differently from the market as a whole and following a value-oriented investment strategy may not achieve the desired results
👤 Best For
This ETF may be suitable for investors seeking exposure to mid-cap U.S. value stocks as part of a diversified portfolio. It may be particularly appropriate for investors with a long-term investment horizon and a moderate risk tolerance.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | HOOD | ROBINHOOD MARKETS INC CLASS A | 0.83% | Financials |
| 2 | BK | BANK OF NEW YORK MELLON CORP | 0.77% | Financials |
| 3 | CMI | CUMMINS INC | 0.69% | Industrials |
| 4 | GLW | CORNING INC | 0.69% | Information Technology |
| 5 | MPC | MARATHON PETROLEUM CORP | 0.64% | Energy |
| 6 | ALL | ALLSTATE CORP | 0.59% | Financials |
| 7 | VLO | VALERO ENERGY CORP | 0.59% | Energy |
| 8 | WDC | WESTERN DIGITAL CORP | 0.58% | Information Technology |
| 9 | URI | UNITED RENTALS INC | 0.58% | Industrials |
| 10 | LHX | L3HARRIS TECHNOLOGIES INC | 0.57% | Industrials |
| 11 | COIN | COINBASE GLOBAL INC CLASS A | 0.57% | Financials |
| 12 | DLR | DIGITAL REALTY TRUST REIT INC | 0.57% | Real Estate |
| 13 | PSX | PHILLIPS | 0.56% | Energy |
| 14 | KMI | KINDER MORGAN INC | 0.56% | Energy |
| 15 | F | FORD MOTOR CO | 0.55% | Consumer Discretionary |