Symbols

IWR

iShares Russell Mid-Cap ETF·NYSE

--(--)

Key Stats

Assets Under Management

48.71BUSD

Fund Flows (1Y)

3.91BUSD

Dividend Yield

1.22%

Discount/Premium to NAV

0.01%

Shares Outstanding

478.55M

Expense Ratio

0.18%

About iShares Russell Mid-Cap ETF

Issuer

BlackRock Fund Advisors

Brand

iShares

Home Page

https://www.ishares.com/us/products/239718/ishares-russell-midcap-etf

Inception Date

Jul 17, 2001

Structure

Open-Ended Fund

Index Tracked

Russell MidCap Index

Management Style

Passive

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

BlackRock Fund Advisors

Distributor

BlackRock Investments LLC

IWR delivers the US mid-cap market well via a large and representative basket of stocks. The fund ventures a little deeper into the large-cap space, so its top 10 holdings differ from those of our index. This large-cap bias shows up in slightly lower market risk to our midcap benchmark. The size tilt also plays out in subtle sector biases. IWR is one of the best choices for retail investors and frequent traders alike. It's easy to deal in IWR at any scale. The fund tracks well and even earns some of its fees back via securities lending.