How have IWS shares performed in 2024?

iShares Russell Mid-Cap Value ETF's stock was trading at $116.29 at the beginning of the year. Since then, IWS shares have increased by 0.9% and is now trading at $117.31. View the best growth stocks for 2024 here .

What does IWS invest in?

iShares Russell Mid-Cap Value ETF is a equity fund issued by iShares. IWS focuses on mid cap investments and follows the Russell MidCap Value Index. The fund's investments total to approximately $13.08 billion assets under management.

What stocks does iShares Russell Mid-Cap Value ETF hold?

IWS invests in 704 holdings. Some of the stocks in their portfolio include Phillips 66 (PSX) , Parker-Hannifin (PH) , PACCAR (PCAR) , Constellation Energy (CEG) , Marvell Technology (MRVL) , TransDigm Group (TDG) , KKR & Co. Inc. (KKR) , Welltower (WELL) , Aflac (AFL) and Arthur J. Gallagher & Co. (AJG) .

What is the management fee for iShares Russell Mid-Cap Value ETF?

iShares Russell Mid-Cap Value ETF's management fee is 0.23% and has no other recorded expenses or fee waivers. The net expense ratio for IWS is 0.23%.

What other stocks do shareholders of iShares Russell Mid-Cap Value ETF own?

Based on aggregate information from My MarketBeat watchlists, some companies that other iShares Russell Mid-Cap Value ETF investors own include Invesco QQQ (QQQ) , iShares Russell Mid-Cap Growth ETF (IWP) , iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) , iShares MSCI EAFE Growth ETF (EFG) , iShares MSCI EAFE Value ETF (EFV) , iShares Russell 1000 Value ETF (IWD) , iShares Russell 1000 Growth ETF (IWF) , iShares TIPS Bond ETF (TIP) , Broadcom (AVGO) and Vanguard Short-Term Bond ETF (BSV) .

Who are iShares Russell Mid-Cap Value ETF's major shareholders?

iShares Russell Mid-Cap Value ETF's stock is owned by a number of retail and institutional investors. Top institutional investors include Stephens Group Asset Management LLC (0.60%), Lpwm LLC (0.17%), LBJ Family Wealth Advisors Ltd. (0.11%), Wealth Enhancement Advisory Services LLC (0.10%), Fifth Third Securities Inc. (0.09%) and Occidental Asset Management LLC (0.07%). View institutional ownership trends .

How do I buy shares of iShares Russell Mid-Cap Value ETF?

Shares of IWS stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here .

NYSEARCA:IWS

iShares Russell Mid-Cap Value ETF (IWS) Price, Holdings, & News

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Free IWS Stock Alerts

$117.31

-0.10 (-0.09%)

(As of 04/18/2024 ET)

Compare

Today's Range: $117.00
▼
$118.43
50-Day Range: $114.68
▼
$125.33
52-Week Range: $97.40
▼
$125.64

Volume: 265,729 shs
Average Volume: 512,764 shs
Market Capitalization: $13.21 billion

Assets Under Management: $13.08 billion
Dividend Yield: 1.73%
Net Expense Ratio: 0.23%

Stock Analysis Chart Holdings Ownership Ratings

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About iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth. Component companies are adjusted for available float and must meet objective criteria for inclusion to the Index. The Fund invests in a representative sample of securities included in the Value Index that collectively has an investment profile similar to the Value Index. The Fund's investment advisor is BlackRock Fund Advisors.

IWS Stock Price History

30 days | 90 days | 365 days | Advanced Chart

IWS ETF News Headlines

March 13, 2024 | investing.com

iShares Russell Mid-Cap Value ETF (IWS)

October 16, 2023 | cnbc.com

Wall Street says small-cap stocks are a good bet in a choppy market. Here are the top names

April 19, 2024 | InvestorPlace (Ad)

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September 20, 2023 | msn.com

IWS: A Well-Diversified Mid-Cap ETF

February 6, 2023 | nasdaq.com

Should iShares S&P Mid-Cap 400 Value ETF (IJJ) Be on Your Investing Radar?

December 6, 2022 | nasdaq.com

IWS Crosses Below Key Moving Average Level

August 25, 2022 | nasdaq.com

Peek Under The Hood: IWS Has 16% Upside

July 22, 2022 | nasdaq.com

IWS's Holdings Imply 23% Gain Potential

April 19, 2024 | InvestorPlace (Ad)

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July 1, 2022 | nasdaq.com

Analysts Expect IWS To Hit $136

See More Headlines

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Fund Details

Issuer: iShares
Fund Name: iShares Russell Mid-Cap Value ETF
Tax Classification: Regulated Investment Company
Stock Exchange: NYSEARCA
Current Symbol: NYSEARCA:IWS
Inception Date: 7/17/2001
Fund Manager: Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Web: us.ishares.com
Phone: +1-800-4742737

Fund Focus

Asset Class: Equity
Benchmark: Russell MidCap Value Index
Category: Size and Style
Focus: Mid Cap
Development Level: Developed Markets
Region: North America
Number of Holdings: 704

Fund Statistics

Assets Under Management: $13.08 billion
Average Daily Volume: $468,659.50
Discount/Premium: 0.03%

Administrator, Advisor and Custodian

Administrator: The Bank of New York Mellon Corporation
Advisor: BlackRock Fund Advisors
Custodian: The Bank of New York Mellon Corporation
Distributor: BlackRock Investments, LLC
Transfer Agent: The Bank of New York Mellon Corporation
Trustee: N/A
Lead Market Maker: Latour Trading

Options

Optionable: Optionable
Options Volume: 1
Put Options: 2
Call Options: 1
Short Interest: 581,500 shs

Miscellaneous

Outstanding Shares: 112,650,000
Beta: 0.99
Creation Unit: 50,000
Creation Fee: $1,024.00

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iShares Russell Mid-Cap Value ETF Expenses

Type	IWS	Mid Cap ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.23%	0.34%	0.54%	0.50%	0.51%
Other Expenses	0.00%	0.36%	0.54%	0.64%	0.58%
Total Expense	0.23%	0.46%	0.70%	0.74%	0.70%
Fee Waiver	0.00%	-0.46%	-0.55%	-0.68%	-0.57%
Net Expense	0.23%	0.37%	0.60%	0.58%	0.58%

iShares Russell Mid-Cap Value ETF (IWS) Holdings & Exposure

Top 10 IWS Holdings

IWS Sector Exposure

IWS Industry Exposure

Full Holdings Details

Key Executives

Lee T. Kranefuss (Age 54)
Chairman of the Board, President, Trustee of iShares Trust.
Michael Arthur Latham (Age 51)
Principal Financial Officer, Treasurer, Secretary
Cecilia H. Herbert (Age 68)
Trustee
Charles A. Hurty (Age 73)
Trustee of iShares Trust
John E. Kerrigan (Age 61)
Trustee of iShares Trust
Richard K. Lyons (Age 52)
Trustee of iShares Trust
John E. Martinez (Age 56)
Trustee of iShares Trust

Similar ETFs

Institutional Ownership

View All Institutional Transactions

IWS ETF - Frequently Asked Questions

How have IWS shares performed in 2024?: iShares Russell Mid-Cap Value ETF's stock was trading at $116.29 at the beginning of the year. Since then, IWS shares have increased by 0.9% and is now trading at $117.31.
View the best growth stocks for 2024 here.
What does IWS invest in?: iShares Russell Mid-Cap Value ETF is a equity fund issued by iShares. IWS focuses on mid cap investments and follows the Russell MidCap Value Index. The fund's investments total to approximately $13.08 billion assets under management.
What stocks does iShares Russell Mid-Cap Value ETF hold?: IWS invests in 704 holdings. Some of the stocks in their portfolio include Phillips 66 (PSX), Parker-Hannifin (PH), PACCAR (PCAR), Constellation Energy (CEG), Marvell Technology (MRVL), TransDigm Group (TDG), KKR & Co. Inc. (KKR), Welltower (WELL), Aflac (AFL) and Arthur J. Gallagher & Co. (AJG).
What is the management fee for iShares Russell Mid-Cap Value ETF?: iShares Russell Mid-Cap Value ETF's management fee is 0.23% and has no other recorded expenses or fee waivers. The net expense ratio for IWS is 0.23%.

What other stocks do shareholders of iShares Russell Mid-Cap Value ETF own?: Based on aggregate information from My MarketBeat watchlists, some companies that other iShares Russell Mid-Cap Value ETF investors own include Invesco QQQ (QQQ), iShares Russell Mid-Cap Growth ETF (IWP), iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD), iShares MSCI EAFE Growth ETF (EFG), iShares MSCI EAFE Value ETF (EFV), iShares Russell 1000 Value ETF (IWD), iShares Russell 1000 Growth ETF (IWF), iShares TIPS Bond ETF (TIP), Broadcom (AVGO) and Vanguard Short-Term Bond ETF (BSV).
Who are iShares Russell Mid-Cap Value ETF's major shareholders?: iShares Russell Mid-Cap Value ETF's stock is owned by a number of retail and institutional investors. Top institutional investors include Stephens Group Asset Management LLC (0.60%), Lpwm LLC (0.17%), LBJ Family Wealth Advisors Ltd. (0.11%), Wealth Enhancement Advisory Services LLC (0.10%), Fifth Third Securities Inc. (0.09%) and Occidental Asset Management LLC (0.07%).
View institutional ownership trends.
How do I buy shares of iShares Russell Mid-Cap Value ETF?: Shares of IWS stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NYSEARCA:IWS) was last updated on 4/19/2024 by MarketBeat.com Staff

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