iShares Russell Mid-Cap Growth ETF (3ISS)
XBER 
Summary
3ISS Chart
Should iShares Russell Mid-Cap Growth ETF (IWP) Be on Your Investing Radar?
The iShares Russell Mid-Cap Growth ETF (IWP) was launched on July 17, 2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market.
IWP: Limping Into Q4, A Sell For Now
iShares Russell Mid-Cap Growth ETF is structurally constrained due to its mid-cap growth constraint, leading to persistent underperformance. IWP consistently lags both its own benchmark and broader growth ETFs like IWF, with a 2025 NAV return of 8.46% versus 8.66% for the benchmark. The fund's sector composition fails to capture the true drivers of market growth, resulting in a high P/E (37x) and P/B (12x) without commensurate returns.
IWP: Quality Issues, Unconvincing Returns, A Hold At Best
iShares Russell Mid-Cap Growth ETF is a Hold, as its outperformance versus IVV into 2027 is unlikely. IT-heavy IWP has a few advantages over IVV on the GARP front, yet it is significantly behind on quality, which amplifies risks amid the inflation situation and uncertainty surrounding interest rates. Another issue is that IWP has substantially underperformed the market YTD, and its longer-term returns (i.e., -0.34% annualized active return over September 2001–August 2026) are far from convincing.
iShares Russell Mid-Cap Growth ETF (3ISS) FAQ
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iShares Russell Mid-Cap Growth ETF Profile
| XBER Exchange | US Country |
Overview
The company operates within the financial sector, specifically targeting the mid-capitalization growth market in the United States. It primarily focuses on tracking the performance of this segment as delineated by the renowned Russell indexes. A significant portion of the company's strategy involves dedicating at least 80% of its investment assets towards the securities that form the core of its underlying index. This approach ensures that the company remains closely aligned with the performance and trends of the mid-cap growth sector, aiming to provide its investors with a transparent and focused investment avenue.
Products and Services
- Component Securities Investment
The foundational product of the company involves investing in the component securities that comprise its underlying index. This strategy aims to closely replicate the index's performance, thereby providing investors with a growth-oriented investment opportunity that mirrors the mid-cap sector of the U.S. equity market.
- Futures, Options, and Swap Contracts
In a bid to enhance its investment strategy and manage risk, the company may allocate up to 20% of its assets in various derivatives such as futures, options, and swap contracts. This diversified approach not only aims to hedge against volatility but also seeks to capitalize on market opportunities beyond direct stock investments.
- Cash and Cash Equivalents
To ensure liquidity and manage operational requirements, the company also invests in cash and cash equivalents. This allows for greater flexibility in investment decisions, enabling the firm to respond swiftly to market changes or to capitalize on imminent opportunities.
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