IWP - ETF AI Analysis
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iShares Russell Mid-Cap Growth ETF (IWP)
IWP, the iShares Russell Mid-Cap Growth ETF, reflects a generally solid quality profile supported by several strong growth-oriented holdings. Companies like Targa Resources and Natera contribute positively through robust financial performance, strategic growth initiatives, and strong momentum, while names such as Snowflake and Cloudflare add innovation but face profitability and valuation challenges that slightly weigh on the fund’s overall appeal. The main risk factor is the fund’s exposure to multiple highly leveraged, growth-focused companies, which can increase volatility and sensitivity to market downturns.
IWP vs. SPDR S&P 500 ETF (SPY)
- AUM
- 19.07B
- Region
- North America
- Expense Ratio
- 0.23%
- Beta
- 1.17
- Issuer
- iShares
- Inception Date
- Jul 17, 2001
- Dividend Yield
- 0.39%
- Asset Class
- Equity
- Index Tracked
- Russell Midcap Growth
IWP Summary
The iShares Russell Mid-Cap Growth ETF (IWP) is a fund that follows the Russell Midcap Growth Index, focusing on medium‑sized U.S. companies expected to grow faster than average. It holds a mix of businesses across technology, healthcare, and consumer sectors, including well-known names like Snowflake and Cloudflare. Investors might consider IWP if they want growth potential from companies that are more established than small caps but still have room to expand, helping diversify a stock portfolio. A key risk is that it leans toward growth and tech-related stocks, so its price can rise and fall more than the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.23%, which means you’ll pay about $2.30 per year for every $1,000 invested. That cost is a bit higher than the cheapest broad index ETFs, but still reasonable because it tracks a more specialized mid-cap growth index rather than a plain-vanilla market index.
What would affect this ETF?
IWP is heavily tilted toward U.S. technology, healthcare, and consumer cyclical companies, so it could benefit from innovation, strong consumer spending, and a healthy U.S. economy that supports growth-focused businesses like Snowflake, Cloudflare, and Datadog. On the downside, higher interest rates, slower economic growth, or tighter regulations on tech, energy, or financial firms such as Robinhood could pressure mid-cap growth stocks and make this ETF more volatile.
IWP Top 10 Holdings
IWP is leaning hard into U.S. mid-cap growth, with a clear tilt toward cloud and AI infrastructure. High-fliers like Datadog and Cloudflare have been rising and are doing much of the heavy lifting, while Snowflake has been steadier, adding support without stealing the spotlight. Lumentum and Teradyne bring an AI and semiconductor flavor that’s been a strong tailwind this year, even if the ride has been a bit bumpy lately. On the flip side, more traditional names like Simon Property and Targa Resources are lagging, slightly dragging on an otherwise tech-driven story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 SNOW | Snowflake | 3.17% | $609.42M | $113.86B | 30.39% | 54Neutral |
 NET | Cloudflare | 2.88% | $553.61M | $103.86B | 44.25% | 61Neutral |
 DDOG | Datadog | 2.63% | $505.74M | $92.08B | 74.78% | 69Neutral |
 MPC | Marathon Petroleum | 2.06% | $396.00M | $131.42B | 155.91% | 66Neutral |
 LITE | Lumentum Holdings | 1.93% | $371.36M | $74.51B | 422.06% | 61Neutral |
 SPG | Simon Property | 1.92% | $370.40M | $66.97B | 15.01% | 70Outperform |
 HOOD | Robinhood | 1.90% | $365.61M | $91.64B | -22.69% | 68Neutral |
 COR | Cencora | 1.86% | $358.40M | $65.51B | 3.53% | 70Neutral |
 TRGP | Targa Resources | 1.84% | $353.78M | $63.39B | 95.23% | 74Outperform |
 NTRA | Natera | 1.65% | $318.25M | $58.51B | 121.20% | 73Outperform |
IWP Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWP, the sentiment is Negative. The current price of 136.88 is below the 20-day moving average (MA) of 139.02, below the 50-day MA of 139.95, and below the 200-day MA of 137.75, indicating a bearish trend. The MACD of -0.93 indicates Positive momentum. The RSI at 45.30 is Neutral, neither overbought nor oversold. The STOCH value of 24.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWP.
IWP Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IWP | $136.88 | $149.00(8.85% Upside) | $19.07B | 0.23% | 67Neutral |
 IJH | $73.39 | $91.87(25.18% Upside) | $122.49B | 0.05% | 73Outperform |
 VO | $81.40 | $97.75(20.08% Upside) | $107.05B | 0.03% | 69Neutral |
 IWR | $110.17 | $132.96(20.68% Upside) | $56.98B | 0.18% | 68Neutral |
 VOT | $293.83 | $369.02(25.59% Upside) | $19.06B | 0.05% | 68Neutral |
 IJK | $109.87 | $141.01(28.34% Upside) | $10.46B | 0.16% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IWP | iShares Russell Mid-Cap Growth ETF | 136.88 | -6.56 | -4.57% | |
| IJH | iShares Core S&P Mid-Cap ETF | 73.39 | 8.24 | 12.65% | |
| VO | Vanguard Mid-Cap ETF | 81.40 | 8.76 | 12.06% | |
| IWR | iShares Russell Midcap ETF | 110.17 | 14.17 | 14.76% | |
| VOT | Vanguard Mid-Cap Growth ETF | 293.83 | 0.19 | 0.06% | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 109.87 | 13.16 | 13.61% |
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