Industry Distribution:

• Technology: 22%
• Healthcare: 15%
• Financial Services: 14%

TOP 3 Markets:

• USA: 85%
• Canada: 5%
• Europe: 4%

The iShares Russell Mid-Cap ETF primarily invests in medium-sized US companies, which is reflected in the high weighting of the US market. The technology sector dominates the sector distribution, followed by healthcare and financial services. This demonstrates the strong presence of innovative and growth-oriented companies in the mid-cap segment.

iShares Trust - iShares Russell Mid-Cap ETF (ARCA:IWR)

iShares Trust, especially the iShares Russell Mid-Cap ETF, is an exchange-traded fund (ETF) and not a company that produces physical products.

ETFs like the iShares Russell Mid-Cap ETF invest in a variety of securities that track the underlying index. In this case, it is the Russell Mid-Cap Index, which includes mid-sized US companies. Therefore, there are no production facilities or physical products associated with this ETF.

The focus is on managing and structuring the fund portfolio, which is carried out by BlackRock, the issuer of the iShares ETFs.

Current fund size: 15.3 billion USD (2025) Annual growth rate: 7.2% (estimated for 2025 based on historical data)

The iShares Russell Mid-Cap ETF (IWR) follows a passive investment strategy aiming to replicate the performance of the Russell Midcap Index. This index includes medium-sized US companies known for a balanced mix of growth and stability.

For future growth, the ETF focuses on the following strategies:

1. Diversification: The fund invests in a wide range of sectors and companies to spread risk and benefit from various market opportunities.

2. Cost efficiency: Due to passive management and low fees, the ETF remains attractive to investors, potentially leading to a continuous influx of capital.

3. Market adjustment: The fund regularly adjusts its composition to reflect changes in the Russell Midcap Index, ensuring a continuous update of the portfolio allocation.

These strategies aim to achieve stable long-term returns and maintain investor interest, especially in a changing market environment.

Raw Materials/Materials: No direct imports

The iShares Russell Mid-Cap ETF (ARCA:IWR) is an exchange-traded fund (ETF) that tracks the Russell Midcap Index. This index includes medium-sized US companies from various industries. Since an ETF is a financial product, the ETF itself does not import any raw materials or materials.

However, the companies within the ETF may import raw materials and materials. This information is specific to each company and varies depending on the industry and business model. For detailed information on the imports of individual companies in the ETF, the annual reports of the respective companies would need to be consulted.

Assets Under Management (AUM): around 30 billion USD (2023)
Expense Ratio: 0.20% (2023)
Number of Holdings: over 800 (2023)

The iShares Russell Mid-Cap ETF (IWR) provides investors access to a diversified portfolio of mid-cap stocks in the USA. The competitive advantage of this ETF lies in its broad diversification and low expense ratio, making it an attractive option for long-term investors.

Another advantage is the strong brand of iShares, known as one of the largest providers of ETFs worldwide. This creates trust among investors and ensures high liquidity of the ETF. The broad diversification across many sectors and companies reduces risk and provides stability.

Overall, the iShares Russell Mid-Cap ETF offers a solid competitive advantage through its cost efficiency, diversification, and the support of an established brand.

Institutional Investor Share: approx. 80% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant transactions known (As of 2025)

The iShares Russell Mid-Cap ETF (IWR) is a popular ETF focusing on mid-cap companies. Historically, institutional investors hold a large share of this ETF due to its broad diversification within the mid-cap segment.

Insider transactions are less relevant for ETFs as they do not represent individual companies. Therefore, there are usually no significant insider buys or sells in ETFs like IWR.

Market share of iShares Russell Mid-Cap ETF (IWR): Estimate 10% (2025)

Top competitors and their market shares:

1. Vanguard Mid-Cap ETF (VO): Estimate 12% (2025)
2. SPDR S&P MidCap 400 ETF Trust (MDY): Estimate 11% (2025)
3. Schwab U.S. Mid-Cap ETF (SCHM): Estimate 9% (2025)
4. Fidelity Mid Cap Enhanced Index Fund (FMEIX): Estimate 8% (2025)
5. Invesco Mid Cap Core ETF (MXI): Estimate 7% (2025)

The iShares Russell Mid-Cap ETF (IWR) holds a significant market share in the mid-cap ETF sector, but the market is highly competitive with several major competitors showing similar market shares.

IWR's moat lies in its broad diversification and the strong iShares brand, which is considered trustworthy by many investors. This provides a certain advantage over smaller or less known ETFs.

However, some competitors like the Vanguard Mid-Cap ETF (VO) may have a better moat in the form of lower expense ratios and an equally strong brand presence. This can be a crucial factor for cost-conscious investors.

Overall, competition in this segment is fierce, and while IWR holds a strong position, the advantage over competitors is not significant enough to speak of a clear moat.

Total Expense Ratio (TER): 0.23% (2023)

Assets Under Management (AUM): 30 billion USD (2023)

The iShares Russell Mid-Cap ETF (IWR) provides investors with access to medium-sized US companies, often seen as growth companies with potential for higher returns. The ETF has a relatively low total expense ratio of 0.23%, making it a cost-effective option for investors looking to invest in the mid-cap sector.

With assets under management of 30 billion USD, the ETF demonstrates strong market acceptance and liquidity, which is important for investors looking to invest in a broad market index. The Russell Mid-Cap Index, which the ETF tracks, includes companies that are typically less volatile than small-cap companies but still offer higher growth potential than large-cap companies.

Overall, the iShares Russell Mid-Cap ETF could be a good investment for investors seeking diversified exposure to medium-sized companies and looking to benefit from their growth opportunities. However, the decision should also depend on individual risk tolerance and investment goals.

Dividend yield: 1.5% (estimated for 2025)

The iShares Russell Mid-Cap ETF (Ticker: IWR) regularly pays dividends, which are typically distributed quarterly. The dividend yield averages around 1.5%, based on the latest available data and market developments.

The reliability of the distribution is relatively high, as the ETF invests in a broad range of mid-sized US companies that typically pay stable dividends. The diversification of the portfolio contributes to the stability of dividend payments. However, investors should note that dividend yields can fluctuate depending on the performance of the underlying companies and general market conditions.