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IWR

iShares Russell Mid-Cap ETF
1W: -1.2% 1M: -6.4% 3M: -0.5% YTD: -1.7% 1Y: +12.2% 3Y: +49.4% 5Y: +35.4%
$95.69
-1.91 (-1.96%)
After Hours: $105.00 (+9.31, +9.73%)
ETF AMEX · AUM $48.6B
ETF-Level Metrics
AUM$48.6B
Holdings803
Top 10 Wt7.1%
Beta1.10
% Profitable82%
Coverage100%
Portfolio Valuation
P/E29.1
P/B4.0
P/S1.9
EV/EBITDA14.9
P/FCF24.1
PEG2.36
Profitability & Returns
Gross Margin24.6%
Net Margin6.0%
ROE12.6%
ROA3.0%
ROIC9.2%
Div Yield1.64%
Leverage & Liquidity
Debt/Equity1.07
Debt/Assets0.25
Net Debt/EBITDA1.9x
Interest Cov3.0x
Current Ratio0.89
Quick Ratio0.78
Growth (YoY)
Revenue+11.3%
Net Income+21.9%
EPS+22.9%
FCF+30.6%
EBITDA+17.6%
Rev CAGR 3Y+8.6%
Quality Scores
Piotroski F6.4
Altman Z4.80
IS Quality67.1
IS Overall54.7
IS Value50.5
Median P/E19.5

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 135 18.3% 39.7
Technology 125 15.7% 99.7
Financial Services 106 11.9% 35.0
Consumer Cyclical 112 11.2% 45.9
Healthcare 82 9.2% -5.5
Energy 34 7.5% 23.3
Real Estate 59 7.1% 69.0
Utilities 33 6.4% 18.3
Consumer Defensive 47 4.7% 20.2
Basic Materials 35 4.2% 6.4
Communication Services 35 3.3% 38.1
Other 5 0.6%

Smart Money Overlap

40 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
HWM Howmet Aerospace Inc. 0.77% 4 Bullish 6 1 +8.7%
BK The Bank of New York Mellon Corporation 0.63% 4 Bullish 11 2 -3.2%
LHX L3Harris Technologies, Inc. 0.54% 4 Bullish 15 1 -0.3%
KMI Kinder Morgan, Inc. 0.50% 4 Bullish 6 3 +1.0%
OKE ONEOK, Inc. 0.43% 4 Bullish 3 1 +7.0%
CAH Cardinal Health, Inc. 0.40% 4 Bullish 1 1 -2.6%
EXC Exelon Corporation 0.39% 4 Bullish 8 1 -2.0%
AME AMETEK, Inc. 0.39% 4 Bullish 17 1 -1.6%
COIN Coinbase Global, Inc. 0.36% 4 Bullish 2 4 +1.4%
KR The Kroger Co. 0.35% 4 Bullish 13 4 -2.3%
OXY Occidental Petroleum Corporation 0.33% 4 Bullish 1 2 +31.2%
FERG Ferguson plc 0.33% 4 Bullish 28 1 -0.9%
STT State Street Corporation 0.27% 4 Bullish 1 1 -2.7%
KVUE Kenvue Inc. 0.26% 4 Bullish 3 4 -3.8%
HAL Halliburton Company 0.24% 4 Bullish 16 1 +2.0%
WAT Waters Corporation 0.23% 4 Bullish 24 1 -1.1%
PAYX Paychex, Inc. 0.23% 4 Bullish 11 2 -6.0%
VRSK Verisk Analytics, Inc. 0.23% 4 Bullish 12 1 +10.6%
ATO Atmos Energy Corporation 0.23% 4 Bullish 1 1 +6.1%
DOW Dow Inc. 0.21% 4 Bullish 11 1 +13.6%
Showing 50 of 808 holdings · Page 1 of 17
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 SANDISK CORP SNDK 0.84% $396.7M 526,324 -100.2 $104.8B Technology
2 WESTERN DIGITAL CORP WDC 0.82% $388.1M 1,272,785 26.6 $99.4B Technology
3 VERTIV HOLDINGS CLASS A VRT 0.80% $376.7M 1,423,226 73.4 $97.9B Industrials
4 CORNING INC GLW 0.80% $379.3M 2,920,772 67.2 $107.1B Technology
5 HOWMET AEROSPACE INC HWM 0.77% $362.9M 1,500,094 61.6 $93.1B Industrials
6 QUANTA SERVICES INC PWR 0.67% $315.1M 550,929 81.9 $83.1B Industrials
7 BANK OF NEW YORK MELLON CORP BK 0.63% $299.3M 2,610,221 14.6 $80.2B Financial Services
8 CUMMINS INC CMI 0.59% $279.7M 514,847 25.9 $73.7B Industrials
9 MARATHON PETROLEUM CORP MPC 0.57% $268.8M 1,137,685 17.2 $69.9B Energy
10 VALERO ENERGY CORP VLO 0.57% $271.2M 1,137,161 31.0 $73.2B Energy
11 CLOUDFLARE INC CLASS A NET 0.56% $264.4M 1,172,774 -739.0 $75.8B Technology
12 PHILLIPS PSX 0.55% $260.4M 1,507,578 16.1 $70.3B Energy
13 L3HARRIS TECHNOLOGIES INC LHX 0.54% $257.5M 699,077 41.1 $66.0B Industrials
14 ROYAL CARIBBEAN GROUP LTD 0I1W.L 0.54% $255.5M 947,827 16.7 $71.3B Consumer Cyclical
15 HILTON WORLDWIDE HOLDINGS INC HLT 0.53% $251.3M 853,234 47.4 $68.0B Consumer Cyclical
16 ROSS STORES INC ROST 0.52% $247.0M 1,191,989 31.5 $68.7B Consumer Cyclical
17 WARNER BROS. DISCOVERY INC SERIES WBD 0.50% $238.3M 8,713,050 93.3 $68.0B Communication Services
18 KINDER MORGAN INC KMI 0.50% $237.2M 7,274,854 23.9 $73.1B Energy
19 DIGITAL REALTY TRUST REIT INC DLR 0.49% $230.3M 1,287,137 45.5 $59.5B Real Estate
20 SIMON PROPERTY GROUP REIT INC SPG 0.49% $230.2M 1,212,043 13.0 $60.0B Real Estate
21 CENCORA INC COR 0.47% $222.7M 684,979 39.1 $63.6B Healthcare
22 REALTY INCOME REIT CORP O 0.46% $215.9M 3,425,528 52.1 $56.8B Real Estate
23 VISTRA CORP VST 0.45% $215.3M 1,265,614 52.6 $49.5B Utilities
24 BAKER HUGHES CLASS A BKR 0.45% $213.3M 3,710,046 23.0 $59.6B Energy
25 CHENIERE ENERGY INC LNG 0.45% $212.2M 797,106 11.3 $60.5B Energy
26 ROBINHOOD MARKETS INC CLASS A HOOD 0.44% $207.4M 2,768,655 33.8 $63.8B Financial Services
27 CIENA CORP CIEN 0.43% $203.3M 527,680 237.5 $54.3B Technology
28 CORTEVA INC CTVA 0.43% $203.1M 2,559,255 47.6 $52.0B Basic Materials
29 ALLSTATE CORP ALL 0.43% $201.8M 987,178 5.2 $53.4B Financial Services
30 ONEOK INC OKE 0.43% $201.5M 2,337,735 16.6 $56.2B Energy
31 FASTENAL FAST 0.41% $193.6M 4,294,393 39.9 $50.3B Industrials
32 CARDINAL HEALTH INC CAH 0.40% $189.1M 892,695 29.4 $48.9B Healthcare
33 ELECTRONIC ARTS INC EA 0.40% $188.7M 940,732 73.7 $50.2B Communication Services
34 EXELON CORP EXC 0.39% $186.2M 3,781,382 17.0 $47.5B Utilities
35 MONOLITHIC POWER SYSTEMS INC MPWR 0.39% $186.2M 173,153 84.2 $52.5B Technology
36 TARGA RESOURCES CORP TRGP 0.39% $185.9M 794,574 27.7 $51.0B Energy
37 COMFORT SYSTEMS USA INC FIX 0.39% $185.2M 130,130 46.8 $47.9B Industrials
38 LUMENTUM HOLDINGS INC LITE 0.39% $184.6M 263,426 199.6 $50.4B Technology
39 AMETEK INC AME 0.39% $183.4M 861,838 32.5 $48.0B Industrials
40 KEYSIGHT TECHNOLOGIES INC KEYS 0.39% $182.9M 643,670 49.8 $47.6B Technology
41 ENTERGY CORP ETR 0.37% $174.2M 1,670,406 25.5 $45.3B Utilities
42 ANGLOGOLD ASHANTI PLC ANG.JO 0.37% $174.2M 1,885,477 15.7 $720.9B Basic Materials
43 TERADYNE INC TER 0.37% $175.8M 585,800 82.1 $45.5B Technology
44 XCEL ENERGY INC XEL 0.37% $177.2M 2,214,046 22.6 $47.9B Utilities
45 COINBASE GLOBAL INC CLASS A COIN 0.36% $168.6M 833,649 42.0 $53.3B Financial Services
46 WW GRAINGER INC GWW 0.36% $171.0M 163,553 29.0 $49.4B Industrials
47 IDEXX LABORATORIES INC IDXX 0.36% $172.0M 298,039 43.6 $46.1B Healthcare
48 UNITED RENTALS INC URI 0.36% $172.2M 237,442 18.1 $45.2B Industrials
49 FORD MOTOR CO F 0.36% $172.6M 14,643,438 -5.6 $45.1B Consumer Cyclical
50 YUM BRANDS INC YUM 0.35% $165.9M 1,042,752 27.9 $43.4B Consumer Cyclical
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms