— Know what they know.
Not Investment Advice

IWS

iShares Russell Mid-Cap Value ETF
1W: +1.5% 1M: +0.9% 3M: +7.6% YTD: +17.4% 1Y: +23.6% 3Y: +53.4% 5Y: +63.5%
$169.41
+1.93 (+1.15%)
 
Weekly Expected Move ±1.3%
$162 $164 $166 $169 $171
ETF AMEX · AUM $15.8B
Key Statistics
AUM$15.8B
Holdings717
Top 10 Wt6.2%
Volume447,882
Avg Volume444,035
Beta0.92
Portfolio Fundamentals
P/E22.3
P/B2.7
Div Yield1.77%
ROE11.3%
% Profitable85%
Inception2001-08-02
Sector Allocation
Financial Services 16.3%
Industrials 14.9%
Technology 13.3%
Healthcare 9.9%
Real Estate 8.7%
Consumer Cyclical 8.5%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 PHILLIPS 66 PSX 0.76% $117.2M 566,892
2 DIGITAL REALTY TRUST REIT INC DLR 0.70% $108.6M 545,285
3 ALLSTATE CORP ALL 0.65% $100.4M 386,368
4 KINDER MORGAN INC KMI 0.62% $96.2M 2,929,022
5 HEWLETT PACKARD ENTERPRISE HPE 0.61% $95.1M 1,994,702
6 WARNER BROS. DISCOVERY INC SERIES WBD 0.60% $93.4M 3,623,787
7 REALTY INCOME REIT CORP O 0.59% $92.2M 1,405,913
8 CORTEVA INC CTVA 0.58% $90.3M 1,012,279
9 ONEOK INC OKE 0.57% $88.4M 949,392
10 BAKER HUGHES CLASS A BKR 0.55% $85.6M 1,495,423

Recent Holding Changes

Date Holding Change Details
2026-07-27 AIG Changed 801797 → 800937
2026-07-27 PR Changed 1043015 → 1041897
2026-07-27 COKE Changed 75518 → 75438
2026-07-27 LW Changed 199115 → 198901
2026-07-27 RBRK Changed 76460 → 76378

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms