Overview
The Russell Midcap — about 800 companies below the mega-caps, the institutional standard for the market's middle tier.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| — | ~800 mid-cap holdings, max weight <1% | Diversified |
| AMP | Ameriprise Financial | 0.7% |
| WELL | Welltower Inc. | 0.7% |
| PWR | Quanta Services | 0.6% |
Fund Details
Investment Thesis
IWR is the benchmark most mid-cap managers are judged against, holding the bottom 800 of the Russell 1000. Mid-caps compound with a persistence neither extreme matches — proven businesses still small enough to double — and IWR's breadth means no single name dominates. Its 0.19% fee is the toll for the benchmark ticker; VO and IJH deliver near-identical exposure cheaper, which is the honest comparison to run.
Who It's For
Institutionally-minded investors who specifically want Russell methodology, and portfolio completers filling the gap between S&P 500 and small-cap sleeves.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | $42.69 | -- |
| 2017 | $49.60 | +16.2% |
| 2018 | $44.10 | -11.1% |
| 2019 | $55.61 | +26.1% |
| 2020 | $63.17 | +13.6% |
| 2021 | $78.65 | +24.5% |
| 2022 | $68.27 | -13.2% |
| 2023 | $79.26 | +16.1% |
| 2024 | $90.19 | +13.8% |
| 2025 | $99.39 | +10.2% |
| Year | Yield |
|---|---|
| 2016 | 1.46% |
| 2017 | 1.51% |
| 2018 | 1.39% |
| 2019 | 1.43% |
| 2020 | 1.31% |
| 2021 | 1.35% |
| 2022 | 1.24% |
| 2023 | 1.27% |
| 2024 | 1.16% |
| 2025 | 1.16% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | $14B | -- |
| 2017 | $16B | +14.3% |
| 2018 | $18B | +12.5% |
| 2019 | $20B | +11.1% |
| 2020 | $23B | +15.0% |
| 2021 | $26B | +13.0% |
| 2022 | $29B | +11.5% |
| 2023 | $33B | +13.8% |
| 2024 | $37B | +12.1% |
| 2025 | $42B | +13.5% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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