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IWP

iShares Russell Mid-Cap Growth ETF
1W: -0.3% 1M: -3.5% 3M: -6.9% YTD: -5.5% 1Y: +5.2% 3Y: +51.7% 5Y: +33.2%
$130.63
+1.19 (+0.92%)
After Hours: $133.12 (+2.50, +1.91%)
ETF AMEX · AUM $19.4B
ETF-Level Metrics
AUM$19.4B
Holdings278
Top 10 Wt24.1%
Beta1.31
% Profitable81%
Coverage100%
Portfolio Valuation
P/E43.7
P/B13.0
P/S2.2
EV/EBITDA24.1
P/FCF38.7
PEG1.59
Profitability & Returns
Gross Margin19.1%
Net Margin4.8%
ROE30.0%
ROA5.1%
ROIC16.5%
Div Yield0.64%
Leverage & Liquidity
Debt/Equity1.70
Debt/Assets0.29
Net Debt/EBITDA1.6x
Interest Cov4.9x
Current Ratio1.15
Quick Ratio0.95
Growth (YoY)
Revenue+20.1%
Net Income+27.7%
EPS+28.7%
FCF+23.8%
EBITDA+27.6%
Rev CAGR 3Y+17.1%
Quality Scores
Piotroski F6.5
Altman Z20.51
IS Quality65.4
IS Overall58.4
IS Value37.4
Median P/E23.6

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 48 22.9% 49.2
Technology 64 21.2% 50.5
Consumer Cyclical 50 20.4% 1071.9
Healthcare 35 14.4% 4.3
Financial Services 34 6.4% 108.3
Energy 7 4.3% 33.8
Utilities 2 3.1% 43.9
Communication Services 16 2.8% 66.4
Consumer Defensive 11 2.2% 43.7
Real Estate 7 1.4% 347.4
Other 3 0.4%
Basic Materials 4 0.4% 36.8

Smart Money Overlap

9 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
HLT Hilton Worldwide Holdings Inc. 2.36% 4 Bullish 7 2 -3.2%
CAH Cardinal Health, Inc. 0.89% 4 Bullish 1 1 -1.0%
VRSK Verisk Analytics, Inc. 0.60% 4 Bullish 12 1 +1.4%
PAYX Paychex, Inc. 0.32% 4 Bullish 11 2 -5.2%
WAT Waters Corporation 0.32% 4 Bullish 24 1 -0.1%
BK The Bank of New York Mellon Corporation 0.20% 4 Bullish 11 2 -0.7%
VVV Valvoline Inc. 0.13% 4 Bullish 7 1 +11.3%
CRS Carpenter Technology Corporation 0.12% 4 Bullish 10 5 +21.7%
FERG Ferguson plc 0.09% 4 Bullish 28 1 +4.2%
Showing 50 of 281 holdings · Page 1 of 6
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 VERTIV HOLDINGS CLASS A VRT 3.54% $686.9M 2,594,849 79.2 $105.7B Industrials
2 HOWMET AEROSPACE INC HWM 3.41% $661.7M 2,734,980 64.4 $97.3B Industrials
3 CLOUDFLARE INC CLASS A NET 2.49% $482.1M 2,138,187 -748.4 $76.7B Technology
4 ROYAL CARIBBEAN GROUP LTD 0I1W.L 2.40% $465.8M 1,728,081 17.7 $75.9B Consumer Cyclical
5 HILTON WORLDWIDE HOLDINGS INC HLT 2.36% $458.2M 1,555,634 49.1 $70.5B Consumer Cyclical
6 QUANTA SERVICES INC PWR 2.29% $445.1M 778,158 84.6 $85.8B Industrials
7 CENCORA INC COR 2.09% $406.1M 1,248,863 38.8 $63.2B Healthcare
8 VISTRA CORP VST 2.02% $392.6M 2,307,490 54.5 $51.3B Utilities
9 MONOLITHIC POWER SYSTEMS INC MPWR 1.75% $339.5M 315,703 88.1 $54.9B Technology
10 TARGA RESOURCES CORP TRGP 1.75% $339.0M 1,448,652 28.6 $52.8B Energy
11 COMFORT SYSTEMS USA INC FIX 1.74% $337.6M 237,254 50.7 $51.9B Industrials
12 IDEXX LABORATORIES INC IDXX 1.62% $313.6M 543,398 43.5 $46.0B Healthcare
13 FASTENAL FAST 1.49% $289.9M 6,430,386 41.4 $52.1B Industrials
14 DATADOG INC CLASS A DDOG 1.44% $279.5M 2,129,053 401.5 $43.6B Technology
15 ALNYLAM PHARMACEUTICALS INC ALNY 1.40% $272.2M 864,577 138.5 $43.6B Healthcare
16 CARVANA CLASS A CVNA 1.38% $268.5M 921,998 31.1 $67.0B Consumer Cyclical
17 WW GRAINGER INC GWW 1.37% $266.3M 254,634 30.0 $51.0B Industrials
18 AXON ENTERPRISE INC AXON 1.33% $258.7M 508,784 296.2 $37.0B Industrials
19 AMERIPRISE FINANCE INC AMP 1.29% $249.2M 576,223 12.0 $42.0B Financial Services
20 ROBLOX CORP CLASS A RBLX 1.27% $246.5M 4,230,353 -37.3 $40.2B Technology
21 NRG ENERGY INC NRG 1.13% $219.6M 1,380,460 33.3 $32.4B Utilities
22 TEXAS PACIFIC LAND CORP TPL 1.08% $208.6M 393,505 76.0 $36.6B Energy
23 ROCKET LAB CORP RKLB 1.01% $196.1M 2,821,991 -210.5 $41.5B Industrials
24 EXPEDIA GROUP INC EXPE 0.99% $191.7M 798,556 22.4 $27.6B Consumer Cyclical
25 INSMED INC INSM 0.98% $191.0M 1,338,601 -24.8 $32.0B Healthcare
26 TAPESTRY INC TPR 0.94% $181.5M 1,293,712 57.1 $29.9B Consumer Cyclical
27 DEXCOM INC DXCM 0.93% $180.5M 2,667,218 30.9 $26.1B Healthcare
28 COUPANG INC CLASS A CPNG 0.92% $179.1M 8,913,311 164.3 $34.4B Consumer Cyclical
29 NATERA INC NTRA 0.90% $175.2M 885,625 -129.6 $28.0B Healthcare
30 CHENIERE ENERGY INC LNG 0.90% $174.2M 654,447 11.4 $61.2B Energy
31 CARDINAL HEALTH INC CAH 0.89% $173.3M 818,092 29.9 $49.7B Healthcare
32 LIVE NATION ENTERTAINMENT INC LYV 0.87% $168.9M 1,079,636 73.5 $36.0B Communication Services
33 FTAI AVIATION LTD FTAI 0.86% $167.1M 694,807 50.5 $25.3B Industrials
34 TRACTOR SUPPLY TSCO 0.86% $166.6M 3,625,895 22.1 $24.2B Consumer Cyclical
35 FAIR ISAAC CORP FICO 0.82% $158.4M 131,630 37.6 $24.7B Technology
36 LPL FINANCIAL HOLDINGS INC LPLA 0.81% $156.6M 543,579 27.9 $24.1B Financial Services
37 DARDEN RESTAURANTS INC DRI 0.78% $152.2M 758,407 21.1 $23.5B Consumer Cyclical
38 VEEVA SYSTEMS INC CLASS A VEEV 0.76% $147.6M 801,841 32.2 $29.3B Healthcare
39 SYSCO CORP SYY 0.74% $144.3M 1,748,993 22.1 $39.7B Consumer Defensive
40 ARES MANAGEMENT CORP CLASS A ARES 0.70% $136.0M 1,283,599 44.7 $35.0B Financial Services
41 MSCI INC MSCI 0.70% $135.9M 244,150 34.1 $39.0B Financial Services
42 CORPAY INC CPAY 0.68% $132.6M 463,706 18.9 $20.4B Technology
43 BURLINGTON STORES INC BURL 0.66% $128.8M 428,827 34.6 $20.7B Consumer Cyclical
44 BROADRIDGE FINANCIAL SOLUTIONS INC BR 0.65% $126.4M 722,518 17.9 $19.1B Technology
45 AST SPACEMOBILE INC CLASS A ASTS 0.65% $125.9M 1,387,527 -71.9 $38.3B Technology
46 JABIL INC JBL 0.63% $121.5M 469,777 37.3 $30.3B Technology
47 REDDIT INC CLASS A RDDT 0.62% $121.0M 847,630 50.0 $26.6B Communication Services
48 VERISK ANALYTICS INC VRSK 0.60% $117.3M 574,068 28.3 $25.8B Industrials
49 EVERPURE INC CLASS A PSTG 0.60% $117.0M 1,816,935 115.0 $21.6B Technology
50 HEICO CORP CLASS A HEI-A 0.58% $113.1M 511,729 54.6 $34.0B Industrials
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms