- ISIN
- US4642874816
- CUSIP
- 464287481
- Issuer
- iShares
- Inception Date
- Jul 17, 2001
- Region
- North America (U.S.)
- Category
- Mid Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Russell Midcap Growth Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $20B
Highlights
- Avg. Volume (1M)
- 783K
- Avg. Volume Value (1M)
- $109.26M
Share Price Chart
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Performance
IWP Performance Chart
iShares Russell Mid-Cap Growth ETF (IWP) is up 0.2% since the beginning of the year. IWP is currently trading at $137 per share. Investors who bought $1,000 worth of IWP shares 5 years ago would now be looking at an investment worth $1,230.
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Compare this symbol against anything
Returns By Period
iShares Russell Mid-Cap Growth ETF (IWP) has returned 0.23% so far this year and -1.18% over the past 12 months. Over the last ten years, IWP has returned 11.67% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
iShares Russell Mid-Cap Growth ETF
- 1D
- -0.32%
- 1M
- -4.14%
- 6M
- 1.18%
- YTD
- 0.23%
- 1Y
- -1.18%
- 3Y*
- 11.93%
- 5Y*
- 4.22%
- 10Y*
- 11.67%
- ALL TIME*
- 9.10%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
IWP Monthly Returns History
Based on dividend-adjusted daily data since Aug 1, 2001, IWP's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +15.7%, while the worst month was Oct 2008 at -22.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IWP closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +10.7%, while the worst single day was Mar 16, 2020 at -12.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.94% | 0.81% | -6.27% | 6.39% | 4.83% | 2.57% | -6.40% | 0.23% | |||||
| 2025 | 6.25% | -5.73% | -7.38% | 3.23% | 9.61% | 4.42% | 1.98% | 1.05% | -0.27% | -0.27% | -2.27% | -1.23% | 8.45% |
| 2024 | -0.57% | 7.46% | 2.37% | -5.87% | 1.14% | 1.64% | 0.57% | 2.52% | 3.23% | 1.72% | 13.38% | -6.22% | 21.86% |
| 2023 | 8.72% | -1.02% | 1.38% | -1.44% | 0.09% | 7.68% | 3.00% | -3.34% | -4.86% | -5.10% | 12.17% | 7.58% | 25.70% |
| 2022 | -12.93% | -1.24% | 1.55% | -11.25% | -3.86% | -7.50% | 12.23% | -3.28% | -8.58% | 7.94% | 5.36% | -6.02% | -26.90% |
| 2021 | -0.38% | 1.71% | -1.82% | 5.47% | -1.45% | 6.77% | 0.96% | 3.28% | -4.95% | 7.14% | -4.30% | 0.36% | 12.60% |
Benchmark Metrics
iShares Russell Mid-Cap Growth ETF has an annualized alpha of 1.48%, beta of 1.06, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since August 01, 2001.
- This ETF captured 117.69% of S&P 500 Index gains and 109.30% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.06 and R2 of 0.85, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.48%
- Beta
- 1.06
- R²
- 0.85
- Upside Capture
- 117.69%
- Downside Capture
- 109.30%
Expense Ratio
IWP has an expense ratio of 0.23%, which is considered low.
Return for Risk
Risk / Return Rank
IWP ranks 8 for risk / return — above 8% of ETFs peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for iShares Russell Mid-Cap Growth ETF (IWP) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IWP | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.57 | ||
| Sortino ratioReturn per unit of downside risk | -2.08 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.25 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 2.00 | -2.19 |
| Martin ratioReturn relative to average drawdown | -0.52 | 8.49 | -9.01 |
Dividends
Dividend History
iShares Russell Mid-Cap Growth ETF provided a 0.36% dividend yield over the last twelve months, with an annual payout of $0.49 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.49 | $0.51 | $0.51 | $0.56 | $0.64 | $0.35 | $0.39 | $0.45 | $0.58 | $0.47 | $0.57 | $0.45 |
Dividend yield | 0.36% | 0.37% | 0.40% | 0.54% | 0.77% | 0.30% | 0.38% | 0.59% | 1.02% | 0.78% | 1.16% | 0.98% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell Mid-Cap Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.16 | $0.00 | $0.22 | |||||
| 2025 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.16 | $0.51 |
| 2024 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.12 | $0.51 |
| 2023 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.15 | $0.56 |
| 2022 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.24 | $0.64 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.11 | $0.35 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Russell Mid-Cap Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Russell Mid-Cap Growth ETF was 56.92%, occurring on Nov 20, 2008. Recovery took 541 trading sessions.
The current iShares Russell Mid-Cap Growth ETF drawdown is 6.40%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-56.92%Nov 2008 | 1y 1mo | 2y 1mo | 3y 3moOct 2007 - Jan 2011 | Financial crisis2007–2009 |
-39.72%Oct 2002 | 1y 2mo | 1y 1mo | 2y 4moAug 2001 - Dec 2003 | Dot-com crash2000–2002 |
-38.62%Jun 2022 | 7mo 1d | 2y 3mo | 2y 10moNov 2021 - Oct 2024 | Bear market2022 |
-35.87%Mar 2020 | 1mo 2d | 3mo 17d | 4mo 19dFeb 2020 - Jul 2020 | COVID crash2020 |
-25.20%Apr 2025 | 1mo 18d | 2mo 26d | 4mo 14dFeb 2025 - Jul 2025 | 2025 selloff2025 |
Drawdown Indicators
| IWP | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.92% | -56.78% | -0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.79% | -9.10% | -5.69% |
Max Drawdown (3Y)Largest decline over 3 years | -25.20% | -18.90% | -6.30% |
Max Drawdown (5Y)Largest decline over 5 years | -38.62% | -25.43% | -13.19% |
Max Drawdown (10Y)Largest decline over 10 years | -38.62% | -33.92% | -4.70% |
Current DrawdownCurrent decline from peak | -6.40% | -1.58% | -4.82% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -10.70% | +1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 2.14% | +3.17% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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