(IWR) iShares Russell Mid-Cap - Ratings and Ratios

The iShares Russell Mid-Cap ETF (IWR) is a straightforward way to access the mid-cap segment of the U.S. equity market. It tracks the Russell Midcap Index, which includes companies that fall between large-caps and small-caps in market capitalization. These mid-sized firms often represent a sweet spot for investors, combining the growth potential of smaller companies with the stability of larger ones.

The fund’s portfolio is built to closely mirror its underlying index. It invests at least 80% of its assets directly in the securities of the Russell Midcap Index or in depositary receipts that track those securities. This ensures high fidelity to the index’s performance. The remaining 20% can be allocated to derivatives like futures, options, and swaps, which are typically used for efficient portfolio management or to hedge against market risks. Cash and cash equivalents may also be held to maintain liquidity.

With over $40 billion in assets under management, IWR is one of the larger ETFs in the mid-cap space, which can appeal to investors seeking liquidity and scale. The fund is domiciled in the United States and is listed on the NYSE Arca, a exchange known for its expertise in trading ETFs and other exchange-traded products. For more details, investors can visit the fund’s homepage at http://www.ishares.com.