IWR vs. IUSV ETF Comparison

Comparison of iShares Russell Mid-Cap ETF (IWR) to iShares Core U.S. Vaue ETF (IUSV)

IWR

iShares Russell Mid-Cap ETF

IWR Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the mid-capitalization sector of the U.S. equity market. The underlying index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index.

Grade (RS Rating)

Last Trade

$91.58

Average Daily Volume

1,434,195

Number of Holdings ^*

802

* may have additional holdings in another (foreign) market

IUSV

iShares Core U.S. Vaue ETF

IUSV Description

The investment seeks to track the investment results of a broad-based index composed of U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 3000 Value Index (the "underlying index"), which measures the performance of the value sector of the broad U.S. equity market.

Grade (RS Rating)

Last Trade

$97.16

Average Daily Volume

515,754

Number of Holdings ^*

728

* may have additional holdings in another (foreign) market

Performance

Period	IWR	IUSV
30 Days	1.69%	-0.09%
60 Days	4.52%	2.65%
90 Days	8.90%	5.83%
12 Months	30.71%	25.97%

493 Overlapping Holdings

	Symbol	Grade	Weight in IWR	Weight in IUSV	Overlap
	A	F	0.32%	0.17%	0.17%
	AA	A	0.09%	0.05%	0.05%
	AAL	B	0.07%	0.04%	0.04%
	ACM	B	0.12%	0.03%	0.03%
	ADC	A	0.06%	0.03%	0.03%
	ADM	D	0.2%	0.11%	0.11%
	AEE	A	0.19%	0.1%	0.1%
	AES	F	0.08%	0.04%	0.04%
	AFG	A	0.08%	0.05%	0.05%
	AFL	C	0.49%	0.24%	0.24%
	AGCO	D	0.05%	0.02%	0.02%
	AIZ	A	0.09%	0.05%	0.05%
	AJG	A	0.52%	0.14%	0.14%
	AKAM	F	0.11%	0.03%	0.03%
	ALB	C	0.1%	0.05%	0.05%
	ALGM	F	0.02%	0.01%	0.01%
	ALGN	C	0.13%	0.03%	0.03%
	ALL	A	0.42%	0.23%	0.23%
	ALLE	D	0.1%	0.03%	0.03%
	ALLY	C	0.08%	0.04%	0.04%
	AM	A	0.04%	0.01%	0.01%
	AMCR	D	0.12%	0.06%	0.06%
	AME	A	0.36%	0.1%	0.1%
	AMED	F	0.03%	0.01%	0.01%
	AMG	A	0.05%	0.02%	0.02%
	AMH	C	0.1%	0.02%	0.02%
	AMKR	F	0.03%	0.01%	0.01%
	AMP	A	0.45%	0.11%	0.11%
	AMTM	F	0.03%	0.01%	0.01%
	AN	D	0.03%	0.02%	0.02%
	ANSS	B	0.24%	0.06%	0.06%
	AOS	F	0.07%	0.01%	0.01%
	APTV	F	0.12%	0.06%	0.06%
	AR	B	0.07%	0.04%	0.04%
	ARE	F	0.16%	0.07%	0.07%
	ARMK	C	0.08%	0.04%	0.04%
	ARW	D	0.05%	0.03%	0.03%
	ASH	F	0.03%	0.02%	0.02%
	ATO	A	0.18%	0.1%	0.1%
	ATR	B	0.09%	0.02%	0.02%
	AVB	B	0.27%	0.14%	0.14%
	AVT	C	0.04%	0.02%	0.02%
	AVTR	F	0.12%	0.04%	0.04%
	AVY	D	0.13%	0.07%	0.07%
	AWK	C	0.22%	0.11%	0.11%
	AYI	B	0.08%	0.02%	0.02%
	AZPN	A	0.05%	0.01%	0.01%
	AZTA	F	0.02%	0.0%	0.0%
	BALL	D	0.15%	0.08%	0.08%
	BAX	F	0.14%	0.07%	0.07%
	BBY	D	0.16%	0.08%	0.08%
	BC	D	0.05%	0.01%	0.01%
	BEN	C	0.05%	0.03%	0.03%
	BERY	C	0.06%	0.03%	0.03%
	BG	D	0.1%	0.05%	0.05%
	BHF	B	0.03%	0.01%	0.01%
	BIIB	F	0.2%	0.11%	0.11%
	BIO	D	0.06%	0.03%	0.03%
	BJ	B	0.1%	0.05%	0.05%
	BK	A	0.46%	0.25%	0.25%
	BKR	A	0.35%	0.19%	0.19%
	BMRN	F	0.1%	0.02%	0.02%
	BR	A	0.21%	0.05%	0.05%
	BRBR	A	0.07%	0.02%	0.02%
	BRKR	F	0.05%	0.01%	0.01%
	BRO	B	0.22%	0.03%	0.03%
	BRX	A	0.07%	0.02%	0.02%
	BURL	A	0.14%	0.03%	0.03%
	BWA	B	0.06%	0.03%	0.03%
	BXP	D	0.11%	0.05%	0.05%
	CACI	C	0.1%	0.03%	0.03%
	CAG	F	0.11%	0.06%	0.06%
	CAH	A	0.24%	0.13%	0.13%
	CBOE	C	0.17%	0.03%	0.03%
	CBRE	B	0.34%	0.17%	0.17%
	CBSH	A	0.07%	0.02%	0.02%
	CC	C	0.02%	0.01%	0.01%
	CCI	C	0.37%	0.2%	0.2%
	CCK	D	0.09%	0.02%	0.02%
	CCL	A	0.19%	0.03%	0.03%
	CDW	F	0.22%	0.06%	0.06%
	CF	A	0.12%	0.03%	0.03%
	CFG	A	0.17%	0.09%	0.09%
	CFR	B	0.07%	0.02%	0.02%
	CG	B	0.09%	0.02%	0.02%
	CGNX	D	0.06%	0.02%	0.02%
	CHD	A	0.21%	0.06%	0.06%
	CHE	D	0.07%	0.01%	0.01%
	CHH	A	0.03%	0.01%	0.01%
	CHRW	A	0.1%	0.06%	0.06%
	CHTR	B	0.3%	0.09%	0.09%
	CIEN	B	0.08%	0.03%	0.03%
	CINF	A	0.18%	0.1%	0.1%
	CLF	F	0.05%	0.02%	0.02%
	CLX	A	0.17%	0.09%	0.09%
	CMI	A	0.39%	0.22%	0.22%
	CMS	C	0.16%	0.09%	0.09%
	CNC	F	0.26%	0.13%	0.13%
	CNH	C	0.08%	0.04%	0.04%
	CNM	C	0.07%	0.02%	0.02%
	CNP	A	0.16%	0.09%	0.09%
	CNXC	F	0.02%	0.01%	0.01%
	COHR	C	0.12%	0.07%	0.07%
	COLB	B	0.05%	0.03%	0.03%
	COLM	B	0.02%	0.01%	0.01%
	COO	D	0.16%	0.05%	0.05%
	COR	B	0.33%	0.19%	0.19%
	CPB	D	0.07%	0.04%	0.04%
	CPRI	F	0.02%	0.01%	0.01%
	CPT	D	0.1%	0.06%	0.06%
	CRI	F	0.01%	0.01%	0.01%
	CRL	D	0.09%	0.04%	0.04%
	CRUS	F	0.05%	0.01%	0.01%
	CSGP	F	0.25%	0.08%	0.08%
	CTLT	D	0.09%	0.05%	0.05%
	CTRA	A	0.15%	0.03%	0.03%
	CTSH	B	0.32%	0.17%	0.17%
	CTVA	D	0.33%	0.17%	0.17%
	CUBE	C	0.09%	0.02%	0.02%
	CUZ	B	0.04%	0.02%	0.02%
	CW	B	0.12%	0.02%	0.02%
	CXT	D	0.02%	0.01%	0.01%
	CZR	F	0.07%	0.02%	0.02%
	DAL	A	0.32%	0.08%	0.08%
	DAR	B	0.05%	0.03%	0.03%
	DAY	B	0.1%	0.02%	0.02%
	DCI	B	0.08%	0.02%	0.02%
	DD	D	0.29%	0.15%	0.15%
	DFS	B	0.35%	0.09%	0.09%
	DG	F	0.14%	0.07%	0.07%
	DGX	A	0.14%	0.08%	0.08%
	DINO	D	0.05%	0.03%	0.03%
	DKS	D	0.09%	0.02%	0.02%
	DLB	D	0.04%	0.01%	0.01%
	DLR	A	0.48%	0.14%	0.14%
	DLTR	F	0.1%	0.06%	0.06%
	DOC	D	0.13%	0.07%	0.07%
	DOCS	B	0.06%	0.01%	0.01%
	DOCU	B	0.13%	0.07%	0.07%
	DOV	B	0.22%	0.12%	0.12%
	DOW	F	0.26%	0.14%	0.14%
	DPZ	C	0.13%	0.04%	0.04%
	DRI	B	0.16%	0.04%	0.04%
	DTE	C	0.2%	0.11%	0.11%
	DTM	A	0.08%	0.02%	0.02%
	DVA	C	0.06%	0.01%	0.01%
	DVN	F	0.2%	0.11%	0.11%
	DXCM	C	0.23%	0.05%	0.05%
	EA	A	0.34%	0.1%	0.1%
	EBAY	D	0.25%	0.13%	0.13%
	ED	D	0.28%	0.14%	0.14%
	EEFT	C	0.04%	0.01%	0.01%
	EFX	F	0.27%	0.09%	0.09%
	EG	D	0.13%	0.07%	0.07%
	EGP	D	0.07%	0.01%	0.01%
	EHC	B	0.08%	0.02%	0.02%
	EIX	C	0.26%	0.14%	0.14%
	ELS	B	0.11%	0.02%	0.02%
	EMN	C	0.1%	0.05%	0.05%
	ENOV	C	0.02%	0.01%	0.01%
	ENPH	F	0.07%	0.02%	0.02%
	EPAM	B	0.1%	0.04%	0.04%
	EPR	D	0.03%	0.01%	0.01%
	EQH	B	0.12%	0.01%	0.01%
	EQR	C	0.23%	0.11%	0.11%
	EQT	A	0.2%	0.11%	0.11%
	ES	C	0.17%	0.1%	0.1%
	ESS	A	0.16%	0.08%	0.08%
	ETR	A	0.26%	0.14%	0.14%
	EVR	B	0.09%	0.01%	0.01%
	EVRG	A	0.11%	0.06%	0.06%
	EWBC	A	0.11%	0.03%	0.03%
	EXC	C	0.31%	0.17%	0.17%
	EXE	A	0.17%	0.09%	0.09%
	EXPD	D	0.14%	0.05%	0.05%
	EXR	C	0.28%	0.15%	0.15%
	FAF	C	0.05%	0.03%	0.03%
	FAST	B	0.39%	0.1%	0.1%
	FBIN	F	0.08%	0.02%	0.02%
	FDS	A	0.15%	0.04%	0.04%
	FE	C	0.19%	0.09%	0.09%
	FFIV	B	0.11%	0.06%	0.06%
	FHN	A	0.09%	0.05%	0.05%
	FIS	A	0.4%	0.21%	0.21%
	FITB	A	0.26%	0.14%	0.14%
	FLO	D	0.03%	0.02%	0.02%
	FLS	A	0.06%	0.02%	0.02%
	FMC	F	0.06%	0.03%	0.03%
	FNB	A	0.05%	0.03%	0.03%
	FNF	C	0.12%	0.07%	0.07%
	FOX	A	0.04%	0.03%	0.03%
	FOXA	B	0.08%	0.05%	0.05%
	FR	D	0.06%	0.02%	0.02%
	FRT	C	0.08%	0.04%	0.04%
	FSLR	D	0.17%	0.09%	0.09%
	FYBR	C	0.07%	0.03%	0.03%
	G	A	0.07%	0.03%	0.03%
	GAP	C	0.04%	0.02%	0.02%
	GEHC	D	0.31%	0.17%	0.17%
	GEN	B	0.13%	0.07%	0.07%
	GIS	D	0.3%	0.16%	0.16%
	GL	B	0.08%	0.04%	0.04%
	GLPI	C	0.11%	0.03%	0.03%
	GLW	B	0.3%	0.16%	0.16%
	GME	C	0.08%	0.05%	0.05%
	GMED	A	0.07%	0.04%	0.04%
	GNRC	B	0.09%	0.02%	0.02%
	GNTX	D	0.06%	0.01%	0.01%
	GPC	D	0.14%	0.08%	0.08%
	GPK	D	0.07%	0.04%	0.04%
	GPN	B	0.23%	0.13%	0.13%
	GRMN	B	0.27%	0.07%	0.07%
	GWW	B	0.42%	0.06%	0.06%
	GXO	B	0.06%	0.01%	0.01%
	HAL	C	0.21%	0.12%	0.12%
	HAS	D	0.07%	0.04%	0.04%
	HBAN	A	0.2%	0.11%	0.11%
	HIG	A	0.28%	0.15%	0.15%
	HII	F	0.07%	0.03%	0.03%
	HOG	D	0.03%	0.02%	0.02%
	HOLX	D	0.15%	0.08%	0.08%
	HPE	B	0.23%	0.12%	0.12%
	HPQ	A	0.29%	0.16%	0.16%
	HR	C	0.05%	0.03%	0.03%
	HRL	F	0.07%	0.04%	0.04%
	HSIC	C	0.07%	0.04%	0.04%
	HST	D	0.1%	0.02%	0.02%
	HSY	F	0.21%	0.07%	0.07%
	HUBB	B	0.2%	0.06%	0.06%
	HUM	D	0.28%	0.15%	0.15%
	HWM	A	0.37%	0.09%	0.09%
	HXL	F	0.04%	0.01%	0.01%
	IBKR	A	0.15%	0.03%	0.03%
	IDA	A	0.05%	0.02%	0.02%
	IDXX	F	0.29%	0.07%	0.07%
	IEX	B	0.14%	0.08%	0.08%
	IFF	F	0.19%	0.1%	0.1%
	ILMN	C	0.19%	0.1%	0.1%
	INCY	B	0.11%	0.05%	0.05%
	INGR	B	0.08%	0.03%	0.03%
	INVH	D	0.17%	0.08%	0.08%
	IP	A	0.16%	0.09%	0.09%
	IPG	F	0.09%	0.05%	0.05%
	IPGP	D	0.02%	0.01%	0.01%
	IQV	F	0.32%	0.09%	0.09%
	IR	B	0.34%	0.04%	0.04%
	IRDM	D	0.03%	0.01%	0.01%
	IRM	D	0.28%	0.07%	0.07%
	IVZ	B	0.05%	0.03%	0.03%
	J	D	0.15%	0.08%	0.08%
	JAZZ	B	0.06%	0.02%	0.02%
	JBHT	C	0.13%	0.06%	0.06%
	JBL	C	0.12%	0.03%	0.03%
	JEF	A	0.1%	0.05%	0.05%
	JHG	A	0.05%	0.03%	0.03%
	JKHY	D	0.11%	0.06%	0.06%
	JLL	C	0.1%	0.05%	0.05%
	JNPR	D	0.1%	0.06%	0.06%
	JWN	C	0.02%	0.01%	0.01%
	K	B	0.17%	0.09%	0.09%
	KBR	D	0.08%	0.02%	0.02%
	KD	A	0.05%	0.03%	0.03%
	KEX	A	0.06%	0.02%	0.02%
	KEY	A	0.14%	0.08%	0.08%
	KEYS	C	0.23%	0.12%	0.12%
	KIM	A	0.13%	0.07%	0.07%
	KMI	A	0.42%	0.23%	0.23%
	KMPR	A	0.03%	0.02%	0.02%
	KMX	B	0.1%	0.05%	0.05%
	KNX	B	0.08%	0.04%	0.04%
	KR	B	0.32%	0.17%	0.17%
	KRC	C	0.04%	0.02%	0.02%
	KVUE	A	0.37%	0.2%	0.2%
	L	A	0.12%	0.07%	0.07%
	LAD	A	0.08%	0.04%	0.04%
	LAMR	D	0.09%	0.02%	0.02%
	LDOS	C	0.22%	0.1%	0.1%
	LEA	F	0.04%	0.02%	0.02%
	LEN	D	0.33%	0.08%	0.08%
	LEN	D	0.01%	0.08%	0.01%
	LFUS	D	0.05%	0.01%	0.01%
	LH	B	0.17%	0.09%	0.09%
	LHX	B	0.4%	0.21%	0.21%
	LITE	B	0.05%	0.03%	0.03%
	LKQ	F	0.08%	0.04%	0.04%
	LNT	A	0.12%	0.07%	0.07%
	LPX	A	0.06%	0.01%	0.01%
	LSTR	D	0.06%	0.01%	0.01%
	LUV	A	0.15%	0.08%	0.08%
	LVS	B	0.14%	0.03%	0.03%
	LW	C	0.09%	0.02%	0.02%
	LYB	F	0.18%	0.09%	0.09%
	M	D	0.03%	0.02%	0.02%
	MAA	A	0.15%	0.08%	0.08%
	MAN	F	0.02%	0.01%	0.01%
	MAS	D	0.14%	0.03%	0.03%
	MASI	B	0.06%	0.01%	0.01%
	MAT	D	0.05%	0.02%	0.02%
	MCHP	F	0.31%	0.06%	0.06%
	MGM	D	0.07%	0.01%	0.01%
	MHK	D	0.06%	0.03%	0.03%
	MIDD	C	0.06%	0.02%	0.02%
	MKC	D	0.16%	0.08%	0.08%
	MKSI	C	0.06%	0.02%	0.02%
	MKTX	D	0.08%	0.04%	0.04%
	MLM	B	0.31%	0.05%	0.05%
	MOH	F	0.15%	0.03%	0.03%
	MOS	D	0.07%	0.04%	0.04%
	MRO	A	0.13%	0.03%	0.03%
	MSCI	A	0.37%	0.09%	0.09%
	MSM	D	0.03%	0.01%	0.01%
	MTB	A	0.28%	0.16%	0.16%
	MTCH	F	0.06%	0.04%	0.04%
	MTD	F	0.22%	0.07%	0.07%
	MTG	C	0.05%	0.02%	0.02%
	MTN	C	0.05%	0.01%	0.01%
	MTSI	B	0.06%	0.01%	0.01%
	MTZ	B	0.07%	0.04%	0.04%
	NDAQ	A	0.26%	0.14%	0.14%
	NDSN	C	0.12%	0.06%	0.06%
	NFG	A	0.04%	0.02%	0.02%
	NI	A	0.13%	0.07%	0.07%
	NLY	C	0.08%	0.04%	0.04%
	NNN	C	0.06%	0.02%	0.02%
	NOV	D	0.05%	0.03%	0.03%
	NRG	B	0.16%	0.08%	0.08%
	NSA	C	0.02%	0.01%	0.01%
	NTAP	D	0.21%	0.07%	0.07%
	NTRS	A	0.17%	0.09%	0.09%
	NUE	D	0.31%	0.06%	0.06%
	NVST	C	0.03%	0.01%	0.01%
	NWS	B	0.03%	0.02%	0.02%
	NWSA	B	0.09%	0.05%	0.05%
	NXST	D	0.04%	0.02%	0.02%
	O	D	0.41%	0.21%	0.21%
	OGE	A	0.07%	0.04%	0.04%
	OHI	C	0.08%	0.03%	0.03%
	OKE	A	0.51%	0.1%	0.1%
	OLN	F	0.04%	0.01%	0.01%
	OMC	C	0.16%	0.09%	0.09%
	ON	F	0.24%	0.07%	0.07%
	ORI	A	0.07%	0.04%	0.04%
	OSK	B	0.06%	0.03%	0.03%
	OTIS	C	0.33%	0.11%	0.11%
	OZK	A	0.04%	0.01%	0.01%
	PAG	B	0.02%	0.01%	0.01%
	PARA	D	0.05%	0.03%	0.03%
	PAYC	B	0.09%	0.03%	0.03%
	PAYX	B	0.39%	0.12%	0.12%
	PB	A	0.06%	0.03%	0.03%
	PCG	A	0.36%	0.2%	0.2%
	PEG	C	0.35%	0.19%	0.19%
	PFG	A	0.16%	0.08%	0.08%
	PFGC	B	0.11%	0.06%	0.06%
	PII	F	0.03%	0.02%	0.02%
	PKG	B	0.17%	0.09%	0.09%
	PNFP	A	0.07%	0.02%	0.02%
	PNR	A	0.14%	0.02%	0.02%
	PNW	A	0.08%	0.04%	0.04%
	PODD	A	0.15%	0.05%	0.05%
	POOL	D	0.11%	0.03%	0.03%
	POST	D	0.04%	0.02%	0.02%
	PPC	B	0.02%	0.01%	0.01%
	PPG	D	0.24%	0.13%	0.13%
	PPL	A	0.2%	0.11%	0.11%
	PRGO	C	0.03%	0.02%	0.02%
	PRU	A	0.35%	0.2%	0.2%
	PSN	C	0.04%	0.01%	0.01%
	PTC	B	0.19%	0.04%	0.04%
	PVH	C	0.05%	0.03%	0.03%
	PWR	A	0.39%	0.06%	0.06%
	QRVO	F	0.05%	0.03%	0.03%
	R	B	0.06%	0.03%	0.03%
	RCM	A	0.02%	0.01%	0.01%
	REG	A	0.11%	0.05%	0.05%
	REXR	F	0.08%	0.02%	0.02%
	RF	A	0.19%	0.11%	0.11%
	RGA	A	0.12%	0.07%	0.07%
	RGLD	A	0.08%	0.02%	0.02%
	RH	C	0.04%	0.01%	0.01%
	RJF	A	0.24%	0.13%	0.13%
	RL	B	0.07%	0.02%	0.02%
	RLI	A	0.06%	0.01%	0.01%
	RMD	C	0.3%	0.15%	0.15%
	RNR	D	0.11%	0.03%	0.03%
	ROIV	D	0.04%	0.01%	0.01%
	ROK	B	0.25%	0.07%	0.07%
	ROL	A	0.11%	0.03%	0.03%
	RPM	A	0.14%	0.03%	0.03%
	RRX	B	0.09%	0.05%	0.05%
	RVTY	D	0.12%	0.06%	0.06%
	RYN	D	0.04%	0.01%	0.01%
	SAIC	D	0.06%	0.02%	0.02%
	SAM	C	0.02%	0.01%	0.01%
	SBAC	C	0.19%	0.06%	0.06%
	SCI	A	0.1%	0.03%	0.03%
	SEIC	A	0.06%	0.02%	0.02%
	SF	A	0.09%	0.05%	0.05%
	SJM	D	0.1%	0.05%	0.05%
	SLGN	A	0.04%	0.02%	0.02%
	SLM	A	0.04%	0.01%	0.01%
	SMG	D	0.02%	0.01%	0.01%
	SNA	A	0.15%	0.05%	0.05%
	SNV	B	0.07%	0.04%	0.04%
	SNX	C	0.08%	0.04%	0.04%
	SOLV	C	0.08%	0.04%	0.04%
	SON	D	0.04%	0.02%	0.02%
	SPG	A	0.47%	0.15%	0.15%
	SRPT	F	0.09%	0.01%	0.01%
	ST	F	0.04%	0.02%	0.02%
	STAG	D	0.05%	0.01%	0.01%
	STE	D	0.17%	0.04%	0.04%
	STLD	B	0.18%	0.03%	0.03%
	STT	A	0.23%	0.12%	0.12%
	STWD	C	0.05%	0.03%	0.03%
	SW	A	0.22%	0.11%	0.11%
	SWK	F	0.11%	0.06%	0.06%
	SWKS	F	0.12%	0.06%	0.06%
	SYF	B	0.2%	0.11%	0.11%
	SYY	B	0.31%	0.16%	0.16%
	TAP	B	0.08%	0.05%	0.05%
	TDY	B	0.18%	0.1%	0.1%
	TECH	F	0.1%	0.05%	0.05%
	TER	F	0.14%	0.08%	0.08%
	TFX	F	0.08%	0.04%	0.04%
	THC	C	0.13%	0.07%	0.07%
	THG	A	0.05%	0.03%	0.03%
	THO	B	0.05%	0.03%	0.03%
	TKO	C	0.08%	0.02%	0.02%
	TKR	F	0.04%	0.01%	0.01%
	TNL	A	0.03%	0.01%	0.01%
	TPL	A	0.21%	0.04%	0.04%
	TPR	A	0.1%	0.06%	0.06%
	TRMB	B	0.14%	0.08%	0.08%
	TROW	A	0.21%	0.12%	0.12%
	TSCO	D	0.25%	0.08%	0.08%
	TSN	A	0.14%	0.08%	0.08%
	TTC	D	0.07%	0.02%	0.02%
	TTWO	A	0.25%	0.06%	0.06%
	TXT	D	0.13%	0.07%	0.07%
	UA	B	0.01%	0.01%	0.01%
	UAA	B	0.01%	0.01%	0.01%
	UAL	A	0.23%	0.13%	0.13%
	UDR	C	0.12%	0.06%	0.06%
	UGI	C	0.04%	0.02%	0.02%
	UHS	D	0.1%	0.05%	0.05%
	ULTA	F	0.15%	0.03%	0.03%
	UNM	A	0.09%	0.04%	0.04%
	USFD	B	0.12%	0.07%	0.07%
	UTHR	C	0.15%	0.04%	0.04%
	VAC	C	0.03%	0.01%	0.01%
	VICI	C	0.27%	0.14%	0.14%
	VLTO	D	0.21%	0.11%	0.11%
	VMC	B	0.31%	0.06%	0.06%
	VMI	B	0.06%	0.03%	0.03%
	VNO	C	0.07%	0.03%	0.03%
	VNOM	B	0.04%	0.01%	0.01%
	VOYA	A	0.07%	0.02%	0.02%
	VRSK	B	0.33%	0.08%	0.08%
	VRSN	F	0.13%	0.04%	0.04%
	VTR	C	0.21%	0.11%	0.11%
	VTRS	A	0.12%	0.07%	0.07%
	WAB	B	0.28%	0.15%	0.15%
	WAL	B	0.08%	0.02%	0.02%
	WAT	B	0.18%	0.06%	0.06%
	WBA	F	0.05%	0.03%	0.03%
	WBD	B	0.18%	0.1%	0.1%
	WBS	A	0.08%	0.04%	0.04%
	WCC	B	0.07%	0.04%	0.04%
	WDC	F	0.18%	0.09%	0.09%
	WEC	A	0.25%	0.13%	0.13%
	WEN	C	0.03%	0.01%	0.01%
	WH	B	0.06%	0.01%	0.01%
	WHR	A	0.05%	0.03%	0.03%
	WMB	A	0.56%	0.18%	0.18%
	WPC	D	0.1%	0.05%	0.05%
	WRB	A	0.14%	0.08%	0.08%
	WTFC	A	0.07%	0.04%	0.04%
	WTRG	B	0.08%	0.02%	0.02%
	WTW	B	0.26%	0.14%	0.14%
	WU	F	0.02%	0.01%	0.01%
	WY	D	0.19%	0.1%	0.1%
	X	C	0.07%	0.04%	0.04%
	XEL	A	0.3%	0.17%	0.17%
	XPO	B	0.14%	0.04%	0.04%
	XRAY	F	0.03%	0.02%	0.02%
	XYL	D	0.24%	0.13%	0.13%
	YETI	F	0.03%	0.01%	0.01%
	YUM	D	0.31%	0.09%	0.09%
	ZBH	C	0.18%	0.1%	0.1%
	ZBRA	B	0.17%	0.09%	0.09%
	ZI	D	0.03%	0.01%	0.01%
	ZION	A	0.07%	0.04%	0.04%

IWR Overweight 309 Positions Relative to IUSV

	Symbol	Grade	Weight
	PLTR	A	0.95%
	APP	A	0.62%
	HLT	A	0.49%
	URI	B	0.47%
	TTD	B	0.45%
	FICO	A	0.45%
	RCL	A	0.43%
	COIN	A	0.43%
	DHI	F	0.41%
	VST	A	0.4%
	LNG	A	0.38%
	ROST	D	0.38%
	ODFL	B	0.36%
	VRT	A	0.36%
	AXON	A	0.35%
	SQ	A	0.34%
	FERG	D	0.34%
	TRGP	A	0.34%
	MSTR	A	0.34%
	IT	B	0.33%
	HES	B	0.32%
	ACGL	D	0.3%
	DDOG	B	0.3%
	MPWR	F	0.29%
	FANG	C	0.28%
	VEEV	C	0.28%
	ALNY	D	0.28%
	HUBS	B	0.26%
	ARES	B	0.25%
	CPNG	D	0.23%
	DECK	A	0.22%
	NVR	D	0.22%
	RBLX	B	0.22%
	NET	B	0.22%
	PHM	D	0.22%
	FCNCA	A	0.21%
	CVNA	A	0.21%
	TYL	B	0.21%
	FTV	D	0.21%
	CPAY	A	0.2%
	GDDY	A	0.2%
	EXPE	A	0.19%
	LPLA	A	0.19%
	BAH	D	0.19%
	WST	C	0.19%
	EME	B	0.19%
	MDB	C	0.17%
	TRU	D	0.17%
	CSL	C	0.17%
	MKL	A	0.17%
	ZM	B	0.17%
	BLDR	D	0.17%
	LYV	A	0.16%
	LII	A	0.16%
	HOOD	A	0.16%
	ZS	B	0.15%
	DKNG	B	0.15%
	WSO	A	0.15%
	RS	B	0.15%
	TOST	A	0.14%
	FWONK	B	0.14%
	NTNX	B	0.14%
	MANH	D	0.14%
	PINS	F	0.14%
	SUI	D	0.13%
	DT	C	0.13%
	TWLO	A	0.13%
	ENTG	F	0.13%
	GWRE	A	0.13%
	SSNC	C	0.13%
	TOL	B	0.13%
	PSTG	F	0.13%
	FIX	A	0.13%
	OC	A	0.13%
	WSM	D	0.13%
	HEI	A	0.13%
	SAIA	C	0.12%
	GGG	A	0.12%
	NTRA	B	0.12%
	CASY	B	0.12%
	TW	A	0.12%
	TXRH	B	0.11%
	CLH	C	0.11%
	SOFI	A	0.11%
	LECO	C	0.1%
	DUOL	B	0.1%
	SMCI	F	0.1%
	OKTA	D	0.1%
	FTI	A	0.1%
	TTEK	F	0.1%
	ITT	A	0.1%
	NBIX	D	0.1%
	NVT	C	0.1%
	FND	F	0.09%
	DOX	D	0.09%
	AFRM	A	0.09%
	WWD	B	0.09%
	LBRDK	C	0.09%
	CAVA	C	0.09%
	OVV	C	0.09%
	BWXT	A	0.09%
	HEI	A	0.09%
	OWL	A	0.09%
	BLD	F	0.09%
	NCLH	B	0.09%
	Z	A	0.09%
	CE	F	0.08%
	MORN	B	0.08%
	LNW	F	0.08%
	PCTY	B	0.08%
	ROKU	C	0.08%
	EXAS	F	0.08%
	ITCI	B	0.08%
	AAON	B	0.08%
	WMS	F	0.08%
	MUSA	A	0.08%
	GLOB	C	0.08%
	PR	B	0.08%
	HLI	B	0.08%
	WING	F	0.08%
	KNSL	B	0.08%
	CHDN	C	0.08%
	RPRX	F	0.08%
	PRI	A	0.08%
	EXP	B	0.08%
	EXEL	B	0.08%
	ALSN	A	0.08%
	SSD	D	0.07%
	ACI	C	0.07%
	CHRD	D	0.07%
	SKX	F	0.07%
	HRB	D	0.07%
	CART	C	0.07%
	PLNT	A	0.07%
	OLED	F	0.07%
	APG	C	0.07%
	WYNN	D	0.07%
	ONTO	F	0.07%
	CR	B	0.07%
	PEN	B	0.07%
	RIVN	F	0.07%
	CMA	B	0.07%
	AXTA	A	0.07%
	NYT	D	0.07%
	RBC	A	0.07%
	TPX	A	0.07%
	MEDP	D	0.07%
	AZEK	B	0.06%
	H	B	0.06%
	ELAN	D	0.06%
	SN	D	0.06%
	ESTC	C	0.06%
	AGNC	C	0.06%
	GTLB	C	0.06%
	FCN	F	0.06%
	ATI	D	0.06%
	VKTX	F	0.06%
	FRPT	B	0.06%
	WSC	F	0.06%
	VFC	C	0.06%
	RYAN	B	0.06%
	COKE	D	0.06%
	LSCC	D	0.06%
	PCOR	C	0.06%
	ESAB	B	0.06%
	SMAR	A	0.06%
	WEX	F	0.06%
	S	C	0.06%
	RHI	C	0.06%
	RRC	B	0.06%
	RGEN	F	0.06%
	TREX	C	0.06%
	BILL	A	0.06%
	APA	F	0.06%
	VVV	B	0.05%
	INSP	F	0.05%
	PATH	D	0.05%
	OLLI	D	0.05%
	CROX	F	0.05%
	U	F	0.05%
	IONS	F	0.05%
	VNT	C	0.05%
	ETSY	D	0.05%
	OMF	A	0.05%
	FOUR	A	0.05%
	WFRD	F	0.05%
	SIRI	D	0.05%
	LAZ	B	0.05%
	ESI	B	0.05%
	MSA	D	0.05%
	ALK	A	0.05%
	LYFT	B	0.05%
	ELF	C	0.05%
	COLD	F	0.05%
	DBX	C	0.05%
	AXS	A	0.05%
	CFLT	B	0.05%
	MTDR	B	0.05%
	AWI	B	0.05%
	BFAM	F	0.05%
	BPOP	D	0.05%
	SITE	D	0.05%
	UHAL	D	0.05%
	BBWI	C	0.05%
	BSY	D	0.05%
	GFS	C	0.04%
	WLK	F	0.04%
	RARE	F	0.04%
	AGO	A	0.04%
	SEE	D	0.04%
	WTM	A	0.04%
	FIVE	F	0.04%
	HCP	B	0.04%
	AL	A	0.04%
	LOPE	B	0.04%
	BYD	B	0.04%
	CELH	F	0.04%
	BROS	A	0.04%
	CCCS	B	0.04%
	APPF	C	0.04%
	LNC	B	0.04%
	CIVI	C	0.04%
	RITM	D	0.04%
	TPG	A	0.04%
	PENN	C	0.03%
	RNG	C	0.03%
	APLS	F	0.03%
	ECG	C	0.03%
	LBTYA	F	0.03%
	LBTYK	A	0.03%
	HUN	F	0.03%
	ZG	A	0.03%
	NCNO	B	0.03%
	FHB	B	0.03%
	HIW	D	0.03%
	SPR	D	0.03%
	MDU	D	0.03%
	W	D	0.03%
	ACHC	F	0.03%
	DNB	B	0.03%
	NEU	D	0.03%
	NWL	B	0.03%
	PEGA	B	0.03%
	DXC	D	0.03%
	IAC	F	0.03%
	LINE	F	0.03%
	OGN	F	0.03%
	MSGS	B	0.03%
	GTES	A	0.03%
	CLVT	F	0.02%
	VSTS	F	0.02%
	KSS	F	0.02%
	FTRE	D	0.02%
	ALAB	B	0.02%
	RKT	F	0.02%
	LCID	F	0.02%
	AAP	C	0.02%
	HAYW	A	0.02%
	ADT	B	0.02%
	CWEN	C	0.02%
	QDEL	F	0.02%
	PINC	B	0.02%
	SHC	D	0.02%
	SPB	C	0.02%
	AGR	A	0.02%
	MP	B	0.02%
	BOKF	A	0.02%
	HHH	B	0.02%
	FIVN	C	0.02%
	COTY	F	0.02%
	VIRT	A	0.02%
	CACC	D	0.02%
	DV	C	0.02%
	LLYVK	A	0.02%
	TDC	F	0.02%
	MPW	F	0.02%
	PK	D	0.02%
	UWMC	F	0.01%
	SEB	F	0.01%
	TFSL	B	0.01%
	CWEN	C	0.01%
	LOAR	C	0.01%
	CNA	C	0.01%
	AS	A	0.01%
	DDS	B	0.01%
	LLYVA	A	0.01%
	WOLF	F	0.01%
	PYCR	C	0.01%
	UI	A	0.01%
	CERT	F	0.01%
	SNDR	B	0.01%
	REYN	D	0.01%
	CAR	C	0.01%
	LEG	F	0.01%
	INFA	D	0.01%
	TXG	F	0.01%
	TRIP	D	0.01%
	LBRDA	C	0.01%
	GO	C	0.01%
	FWONA	B	0.01%
	QS	F	0.01%
	BIRK	D	0.01%
	DJT	C	0.01%
	PARAA	C	0.0%
	SEG	B	0.0%
	GRAL	C	0.0%
	UHAL	D	0.0%
	NFE	F	0.0%
	PLTK	A	0.0%

IWR Underweight 236 Positions Relative to IUSV

	Symbol	Grade	Weight
	BRK.A	A	-3.74%
	JPM	A	-3.01%
	XOM	A	-2.34%
	JNJ	D	-1.6%
	WMT	A	-1.6%
	UNH	B	-1.48%
	BAC	A	-1.35%
	CVX	A	-1.2%
	HD	A	-1.11%
	WFC	A	-1.08%
	PG	C	-1.05%
	COST	B	-1.04%
	CSCO	B	-1.02%
	DIS	B	-0.87%
	ABT	A	-0.87%
	IBM	D	-0.84%
	ABBV	F	-0.83%
	GS	A	-0.81%
	V	A	-0.77%
	VZ	C	-0.75%
	CMCSA	B	-0.73%
	MS	A	-0.72%
	AMGN	F	-0.7%
	T	A	-0.7%
	RTX	D	-0.69%
	NEE	C	-0.68%
	LOW	A	-0.67%
	DHR	F	-0.67%
	HON	A	-0.66%
	KO	D	-0.65%
	MRK	F	-0.65%
	BLK	A	-0.64%
	PFE	F	-0.64%
	PEP	F	-0.63%
	C	A	-0.57%
	PM	A	-0.55%
	TMO	F	-0.55%
	MA	A	-0.53%
	TXN	B	-0.52%
	BMY	B	-0.52%
	SCHW	A	-0.52%
	MCD	D	-0.52%
	TMUS	A	-0.51%
	LMT	D	-0.5%
	GILD	B	-0.5%
	MU	D	-0.48%
	GE	D	-0.48%
	MDT	D	-0.48%
	INTC	C	-0.47%
	CB	C	-0.47%
	ACN	C	-0.46%
	LIN	D	-0.46%
	PLD	D	-0.46%
	UPS	C	-0.42%
	ELV	F	-0.41%
	MO	A	-0.41%
	SO	C	-0.41%
	CI	D	-0.4%
	SPGI	C	-0.4%
	ICE	C	-0.39%
	QCOM	F	-0.38%
	PYPL	A	-0.38%
	DUK	C	-0.37%
	PNC	A	-0.36%
	MCK	A	-0.35%
	WELL	A	-0.34%
	USB	A	-0.34%
	CAT	B	-0.34%
	UNP	D	-0.34%
	ADP	B	-0.33%
	GD	D	-0.33%
	PGR	B	-0.33%
	MMM	D	-0.32%
	EMR	A	-0.32%
	COF	B	-0.31%
	APD	A	-0.31%
	TGT	C	-0.31%
	NOC	D	-0.3%
	CVS	D	-0.3%
	BDX	F	-0.29%
	FDX	A	-0.29%
	GM	B	-0.28%
	ISRG	A	-0.28%
	SLB	C	-0.27%
	TFC	A	-0.27%
	TRV	A	-0.26%
	FI	A	-0.26%
	NSC	B	-0.26%
	BA	F	-0.25%
	JCI	A	-0.25%
	SRE	A	-0.25%
	BSX	A	-0.25%
	PSX	C	-0.24%
	ETN	B	-0.24%
	NKE	F	-0.23%
	MMC	C	-0.23%
	AMT	D	-0.23%
	AEP	C	-0.22%
	MDLZ	F	-0.22%
	GEV	B	-0.22%
	CME	A	-0.22%
	D	C	-0.21%
	SYK	A	-0.21%
	TJX	A	-0.21%
	AXP	B	-0.21%
	MET	A	-0.21%
	AIG	A	-0.21%
	VLO	C	-0.2%
	VRTX	C	-0.2%
	SHW	C	-0.2%
	EQIX	A	-0.2%
	CL	C	-0.2%
	SBUX	A	-0.2%
	NEM	F	-0.2%
	WM	B	-0.19%
	ADI	D	-0.19%
	F	C	-0.19%
	DE	C	-0.19%
	KMB	C	-0.19%
	COP	B	-0.18%
	STZ	D	-0.17%
	APH	B	-0.17%
	CEG	D	-0.17%
	ITW	B	-0.17%
	MCO	D	-0.17%
	AON	A	-0.17%
	ZTS	D	-0.16%
	BX	A	-0.16%
	KDP	F	-0.16%
	REGN	F	-0.15%
	HCA	F	-0.15%
	CTAS	B	-0.15%
	OXY	D	-0.15%
	CSX	B	-0.15%
	ROP	C	-0.15%
	MSI	A	-0.15%
	FCX	F	-0.14%
	ADSK	B	-0.14%
	CARR	D	-0.14%
	TT	A	-0.13%
	ABNB	C	-0.13%
	PSA	C	-0.13%
	ECL	D	-0.13%
	KHC	F	-0.12%
	TEL	C	-0.12%
	EW	C	-0.11%
	EOG	A	-0.11%
	MPC	C	-0.1%
	PH	B	-0.09%
	DELL	B	-0.08%
	RSG	B	-0.08%
	ORLY	B	-0.08%
	EL	F	-0.07%
	MNST	B	-0.07%
	PCAR	B	-0.07%
	AZO	A	-0.07%
	MRNA	F	-0.06%
	NXPI	F	-0.06%
	STX	D	-0.05%
	SSB	B	-0.04%
	SFM	B	-0.04%
	FLR	B	-0.04%
	KRG	B	-0.03%
	ESNT	D	-0.03%
	GBCI	A	-0.03%
	CMC	B	-0.03%
	ONB	B	-0.03%
	TMHC	B	-0.03%
	CYTK	D	-0.02%
	GATX	A	-0.02%
	ALE	A	-0.02%
	SR	A	-0.02%
	HQY	A	-0.02%
	ASB	B	-0.02%
	ASGN	F	-0.02%
	TXNM	A	-0.02%
	CNO	A	-0.02%
	TCBI	A	-0.02%
	ORA	B	-0.02%
	ERIE	F	-0.02%
	OGS	A	-0.02%
	SBRA	C	-0.02%
	BKH	A	-0.02%
	SWX	A	-0.02%
	AVNT	B	-0.02%
	IRT	A	-0.02%
	VLY	A	-0.02%
	POR	C	-0.02%
	NJR	A	-0.02%
	BDC	B	-0.02%
	UMBF	B	-0.02%
	UBSI	A	-0.02%
	HOMB	A	-0.02%
	HGV	C	-0.01%
	MMS	D	-0.01%
	NSP	F	-0.01%
	BLKB	C	-0.01%
	VC	F	-0.01%
	KNF	B	-0.01%
	TEX	D	-0.01%
	GEF	B	-0.01%
	SYNA	D	-0.01%
	POWI	D	-0.01%
	OPCH	F	-0.01%
	LIVN	C	-0.01%
	HAE	B	-0.01%
	VSH	F	-0.01%
	CADE	B	-0.01%
	LANC	D	-0.01%
	CHX	C	-0.01%
	CBT	C	-0.01%
	CDP	C	-0.01%
	ALTM	C	-0.01%
	IBOC	A	-0.01%
	ENS	D	-0.01%
	EXPO	D	-0.01%
	HWC	B	-0.01%
	NOVT	D	-0.01%
	CHWY	B	-0.01%
	GT	C	-0.01%
	MUR	D	-0.01%
	SIGI	B	-0.01%
	KBH	D	-0.01%
	NEOG	D	-0.01%
	ALV	C	-0.01%
	PCH	D	-0.01%
	PBF	D	-0.01%
	CVLT	B	-0.01%
	FFIN	A	-0.01%
	GHC	B	-0.01%
	EXLS	B	-0.01%
	FLG	D	-0.01%
	NWE	C	-0.01%
	FHI	A	-0.01%
	MAGN	F	-0.0%
	WMG	B	-0.0%

IWR: Top Represented Industries & Keywords

Industries: Software - Application Banks - Regional - US Diversified Industrials Biotechnology Diagnostics & Research Software - Infrastructure Business Services Utilities - Regulated Electric Asset Management Oil & Gas E&P Specialty Retail Packaged Foods Packaging & Containers Information Technology Services Semiconductors Building Materials Capital Markets Insurance - Property & Casualty REIT - Residential Specialty Chemicals

Keywords: S&P 500 Computing Natural Gas Insurance Nasdaq 100 Real Estate Investment Trust Electronics Banking Aerospace Bank Chemical Electricity Telecommunications Mining Medicine Insurance Products Semiconductor Biotechnology Beverage Cloud Computing

IUSV: Top Represented Industries & Keywords

Industries: Banks - Regional - US Diversified Industrials Utilities - Regulated Electric Business Services Asset Management Diagnostics & Research Packaged Foods Semiconductors Packaging & Containers Software - Application Specialty Chemicals Capital Markets Medical Instruments & Supplies Specialty Retail Biotechnology Insurance - Property & Casualty Oil & Gas E&P Information Technology Services Medical Devices REIT - Diversified

Keywords: S&P 500 Nasdaq 100 Natural Gas Bank Insurance Real Estate Investment Trust Banking Electricity Chemical Electronics Aerospace Mining Medicine Computing Telecommunications Dow Jones Component Insurance Products Semiconductor Beverage Plastic