Blackrock Midcap ETF | IWP

Medium RiskEquity
Blackrock Midcap ETF
Issued by:iShares by Blackrock
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 1 unit
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Blackrock Midcap ETF | IWP

Blackrock Midcap ETF | IWP

About IWP ETF

IWP is a solid representation of mid cap growth and selects stocks from the 800-smallest Russell 1,000 companies and is managed by BlackRock that has an AUM of $6.2T. The fund invests at least 90% of its assets in stocks of the underlying index. The fund uses forecast earnings growth and historical sales/share growth to select stocks. It provides exposure to medium sized U.S. companies whose earnings are expected to grow at an above-average rate relative to the market. The Top 5 Mid-Cap Growth ETFs (VOT, IWP) https://www.investopedia.com/articles/investing/010416/top-5-midcap-growth-etfs-2016-vot-iwp.asp About the Fund Manager: Founded in 1988, Blackrock is the largest asset manager in the world managing $6.28T. BlackRock operates globally with 70 offices in 30 countries and clients in 100 countries. Due to its power and the sheer size and scope of its financial assets and activities, BlackRock has been called the world's largest shadow bank. How did we identify this ETF: A complete pool of 2100+ ETFs are screened on various qualitative and quantitative parameters to evaluate efficiency, tradability and fit. The metrics used were alpha, beta and R-Squared with respect to the segment benchmark and ETF specific metrics such as expense ratio, drawdown, volatility and the overall rating. We evaluate all ETFs and assign a composite score based on our analysis and then select the top ones in a category based on that comprehensive score by the inhouse research / quant analysts team. The IWP ETF fee is mid-range among its peers but combined with its strong liquidity and tight index tracking it makes for a very competitive overall cost package. The strategy is rebalanced on a quarterly basis with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far.

Returns

PerformanceYTD1Y3Y5Y10Y
Blackrock Midcap ETF3.66%62.32%21.61%19.32%14.35%

Asset Class

Asset type breakdown
Stock US99.21%
Stock non-US0.59%
Cash0.19%

IWP Holdings - Top 10

NameiWeightage (%)
KLA Corporation1.41%
Twilio Inc1.37%
Align Technology, Inc1.29%
Moderna, Inc1.29%
IDEXX Laboratories, Inc1.28%
Roku, Inc1.26%
DocuSign, Inc1.18%
Spotify Technology S.A1.18%
Chipotle Mexican Grill, Inc1.17%
Cadence Design Systems, Inc1.14%

IWP Sectors/Industry Breakdown

Sectori% of market value
Technology35.75%
Healthcare20.98%
Industrials11.60%
Consumer Cyclicals11.56%
Communication Services7.78%
Consumer Defensive4.28%
Financial Services3.47%
Real Estate2.65%
Basic Materials1.32%
Energy0.50%
Utilities0.09%

IWP Countries

Countryi% of market value
North America99.41%
Latin America0.38%
Asia Emerging0.14%
Europe Developed0.08%

Projected Returns

Investment ofper month
gives returns of :
at 11.17% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 11.17% per annum
$
$
$+ 11.17

IWP Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol IWP
Exchange ARCX
ISIN US4642874816
Cat. Benchmark S&P 500 TR USD
Asset class Equity
Category Mid-Cap Growth
Country US

IWP Portfolio Data & Volatility Analysis

Net Expense Ratio 0.24i
Beta 1.1i
Valuations Rates Portfolio PE 30.36134i
3 Year Standard Deviation 21.55i

Fund Strategy

iShares Russell Mid-Cap Growth ETF executes as an exchange-traded fund enlisted in the USA. The ETF tracks the investment results of the Russell Midcap Growth Index. The ETF primarily consists of mid-cap US companies with a higher price to book ratios and forecasted growth. The ETF weights its holdings using a representative sampling indexing strategy, generally investing at least 90% of assets in the index.

IWP Fact Sheets & Reports

About iShares by Blackrock

"iShares" is a gathering of ETFs managed by Blackrock. Blackrock is an American investment management corporation founded in 1988. Some iShares ETFs are actively managed but most funds track a bond or share market index.

Blackrock Midcap ETF | IWP