Summary
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the iShares Russell Mid-Cap Value ETF (IWS), a passively managed exchange traded fund launched on July 17, 2001.
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the iShares Russell Mid-Cap Value ETF (IWS), a passively managed exchange traded fund launched on July 17, 2001.
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
The iShares Russell Mid-Cap Value ETF (IWS) was launched on July 17, 2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Value segment of the US equity market.
iShares Russell Mid-Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 12,625 | $1.5M | $2.11M | $611,644.36 | 40.84% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 525 | $63,903.85 | $87,717 | $23,813.15 | 37.26% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,487 | $172,728.19 | $248,447.96 | $75,719.77 | 43.84% |
 Curtis Ellergodt Rothschild Investment LLC | 485 | $67,280.07 | $81,033.8 | $13,753.73 | 20.44% |
 Tom McDonald Richards, MERRILL & PETERSON Inc. | 379 | $52,772.14 | $63,323.32 | $10,551.18 | 19.99% |
iShares Russell Mid-Cap Value ETF (IWS) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has iShares Russell Mid-Cap Value ETF ever had a stock split?
iShares Russell Mid-Cap Value ETF Profile
| ARCA Exchange | US Country |
Overview
The company in focus operates within the financial sector, primarily dealing with investment in the U.S. equity market, specifically targeting the mid-capitalization value segment as defined by Russell. It has established a strategy that aims to replicate the performance of its designated index, which encapsulates the mid-cap value area. To achieve its investment objectives, the company commits to investing a minimum of 80% of its assets directly in the securities that comprise the index or in financial instruments that offer nearly identical economic characteristics to those securities. The firm showcases flexibility in its investment approach by allowing up to 20% of its assets to be allocated towards derivatives such as futures, options, and swaps, in addition to cash and cash equivalents. This diversified and strategic approach to investing positions the company as a key player for investors looking to tap into the potential of the mid-cap value sector of the U.S. equity market.
Products and Services
- Index Tracking Funds
This product is designed for investors aiming to mirror the performance of the mid-capitalization value sector of the U.S. equity market. By investing at least 80% of its assets in the securities that form the index, this fund offers a direct way to gain exposure to the mid-cap value space, embodying the economic characteristics that this segment offers.
- Derivative Investments
As part of its strategy to achieve its investment objectives and manage risk, the company may invest up to 20% of its assets in derivatives. This includes futures, options, and swap contracts. These financial instruments can enhance the fund’s ability to navigate various market conditions, provide leverage, and offer hedging capabilities, which are integral in managing the overall portfolio efficiently.
- Cash and Cash Equivalents
In recognition of the need for liquidity and as part of its diversified investment approach, the company maintains a portion of its assets in cash or cash equivalents. This allocation supports the fund's operations and ensures that it retains the flexibility to react promptly to market opportunities or requirements to meet redemption requests from investors.
