Entities

iShares Russell Midcap Value ETF

iShares Russell Midcap Value ETF

Nickname
IWS
Link
Industry
Founding Date
2001
Parent Entity

The iShares Russell Mid-Cap Value ETF provides exposure to mid-sized U.S. companies that are thought to be undervalued by the market relative to comparable companies. Well known in the mid-cap value space, VOE tracks the investment results of the Russell Midcap Value Index composed of approximately 550+ stocks in its basket. The index measures the performance of the mid-capitalization value sector of the U.S. equity market and provides targeted access to a specific category of mid-cap domestic stocks. IWS is a potentially useful tool for investors looking to fine tune their domestic equity exposure or implement a tilt towards a specific investment style.

IWS TOP HOLDINGS

  • TWTR Twitter Inc         0.75%

  • FCX         Freeport-McMoRan Inc         0.74%

  • F         Ford Motor Co.         0.65%

  • JCI         Johnson Controls International 0.64%

  • HPQ HP Inc         0.62%

  • PPG PPG Industries, Inc. 0.58%

  • TT         Trane Technologies - Class A 0.58%

  • PH         Parker-Hannifin Corp. 0.58%

  • CMI         Cummins Inc.         0.55%

  • PRU Prudential Financial Inc.         0.55%

As of 04/21/21


IWS SECTOR ALLOCATION

  • Industrials                 17.54%

  • Financials                 15.97%

  • Consumer Discretionary                 12.46%

  • Real Estate                 10.07%

  • Information Technology                 9.50%

  • Materials                         7.86%

  • Health Care                 7.34%

  • Utilities                         7.29%

  • Communication                 4.16%

  • Energy                 3.88%

  • Consumer Staples                 3.77%

  • Cash and/or Derivatives                 0.15%

As of 04/21/21