We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and People ratings. The following text is from March 3, 2023.

IShares Russell Mid-Cap Growth ETF IWP provides a market-cap-weighted portfolio that effectively represents the mid-cap growth Morningstar Category. While its fee of 0.23% is low, it is not as competitive as it once was and results in a Morningstar Analyst Rating downgrade to Bronze from Silver.

The fund tracks the Russell Midcap Growth Index, which captures the faster-growing side of the mid-cap market. Mid-cap growth stocks tend to have high valuations because of investor sentiment around their superior growth prospects. These valuations represent the market's consensus opinion, but they may not always be justified, making this a relatively volatile market segment. While mid-cap growth stocks constitute most of the fund, larger stocks are also present, which should tamp down some of this volatility.

Some peers venture further toward the growthier end of the Morningstar Style Box, while the fund steers away from excessive growth-friendly sector concentrations. It still effectively represents the opportunity set available to active managers in the category. Most holdings fall into the consumer cyclical, industrials, technology, or healthcare sectors. Those four sectors alone collect more than three fourths of the portfolio. Technology grabs the most of any sector, with a 28% allocation, slightly more than the category average.

Market-cap-weighting and generous index rules around size and style constraints push the fund up the market-cap ladder while minimizing stock-specific risk. The average constituent has a market cap of about $21 billion, about $4 billion larger than the average category peer. None of the portfolio's 400 holdings garner more than 2% of assets, with the top 10 holdings representing only 12% of the portfolio as of Jan. 31, 2023.

The fund's performance advantage relative to the category was pronounced over the 10 years through January 2023. It outperformed the average category peer by more than 1 percentage point annualized with comparable volatility, allowing it to carve out a risk-adjusted return advantage for the past decade.

Analyst Rating

A broadly diversified mid-cap growth fund.

Analyst

Zachary Evens

CrowdStrike

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DexCom

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Palantir Technologies

Ameriprise Financial

Ross Stores

IDEXX Laboratories

We have qualitatively reviewed this strategy and reaffirmed its Above Average Process rating. The following text is from March 3, 2023.

The strategy effectively captures the full mid-cap growth market segment and diversifies away most stock-specific risk with its broad reach. Additionally, market-cap-weighting is an efficient approach, allowing investors to harness the market's collective wisdom for a low fee. It earns an Above Average Process Pillar rating.

Above Average

Process

We have qualitatively reviewed this strategy and reaffirmed its Above Average People rating. The following text is from March 3, 2023.

BlackRock's industry-leading technology, global footprint, and extensive supporting cast earn an Above Average People Pillar rating. The team employs BlackRock's Aladdin platform to fulfill much of its portfolio management tasks, and global trading desks allow traders to conduct foreign transactions in a cost-effective way.

The iShares team has endured some turnover in recent years. But index-tracking performance should remain tight, thanks to heavily automated processes and several long-tenured managers that remain at the helm. Amy Whitelaw left the team in February 2023 for another role within the organization. Paul Whitehead replaced Alan Mason as a manager in January 2022, when Mason left to focus on the firm’s customized institutional indexing capabilities. IShares has not named a successor for Whitelaw. Greg Savage, Jennifer Hsui, and Whitehead will continue to oversee the fund.

These managers interact with a wider team of traders and managers around the globe to execute the fund's day-to-day operations. The larger number of managers also limits the impact of personnel turnover when it does occur.

People

BlackRock offers compelling options across asset classes and vehicles. It earns an Above Average rating for Parent. 
The firm’s approximately USD 8 trillion in assets under management, as of Sept. 30, 2022, gives it unparalleled scale and influence. It is a market-leading index fund provider globally, and its iShares exchange-traded fund franchise offers a low-cost lineup of core funds that investors can use to build a well-diversified portfolio for dirt cheap. The firm can be more adventurous in its ETF launches than some peers, so not everything it launches is appropriate for the masses. As a result, it is likely to have more ETF closures than peers that stick to the basic building blocks.  
The firm’s active fixed-income and multi-asset efforts also stand out as some of the best in the industry. Those benefit from BlackRock’s commitment to building a first-class risk management system via its Aladdin analytics software. The software is also available for sale to other firms and has proved to be a popular option for competitors, a testament to its usefulness. 
More recently, the firm has shifted its focus to ESG offerings and incorporating ESG across its investment lineup, leading to a political backlash in the United States.
BlackRock isn’t the best at everything it tries to do, but retail investors, financial advisors, and large institutions could all build robust portfolios using BlackRock’s products.

Parent

iShares Russell Mid-Cap Growth ETF

IWP tracks a market-cap-weighted index of growth companies chosen from a set of the 800-smallest Russell 1000 companies using two growth factors.

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iShares Russell Mid-Cap Growth ETF uses one valuation and two growth metrics to pick mid-cap stocks. The portfolio is well-diversified and quality metrics look good.

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Over the past 23 years, since its inception, IWP has consistently outperformed the S&P 500, with total returns of 578% compared to SPY's 498%. In 2021 and 2023, IWP underperformed compared to the S&P 500, with a 3-year return of 4.7% versus the S&P's 35%, due to adverse impacts from inflation and interest rate. It posits that mid-cap companies, like those in IWP, are poised to benefit significantly from advancements in artificial intelligence, making them attractive investment targets.

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iShares Russell Mid-Cap Growth ETF is an exchange-traded fund that invests in growth stocks of mid-cap companies across various sectors. Despite low dividend payouts, IWP has generated strong total returns over the short and long term. IWP's portfolio includes stocks in niche or unusual segments, particularly in the healthcare and information & communication technology sectors.

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