IWR vs. CVMC ETF Comparison

Comparison of iShares Russell Mid-Cap ETF (IWR) to Calvert US Mid-Cap Core Responsible Index ETF (CVMC)

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 1000Â® Index.

Grade (RS Rating)

Last Trade

$91.10

Average Daily Volume

1,434,138

Number of Holdings ^*

802

* may have additional holdings in another (foreign) market

CVMC

Calvert US Mid-Cap Core Responsible Index ETF

CVMC Description

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of mid-size companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Grade (RS Rating)

Last Trade

$61.18

Average Daily Volume

1,940

Number of Holdings ^*

606

* may have additional holdings in another (foreign) market

Performance

Period	IWR	CVMC
30 Days	1.44%	0.15%
60 Days	5.59%	3.97%
90 Days	8.55%	6.97%
12 Months	31.08%	28.24%

522 Overlapping Holdings

Symbol	Grade	Weight in IWR	Weight in CVMC	Overlap
A	D	0.32%	0.4%	0.32%
AAL	B	0.07%	0.12%	0.07%
AAON	A	0.08%	0.09%	0.08%
ACGL	C	0.3%	0.36%	0.3%
ACI	C	0.07%	0.08%	0.07%
ACM	B	0.12%	0.17%	0.12%
AEE	A	0.19%	0.26%	0.19%
AES	F	0.08%	0.11%	0.08%
AFG	A	0.08%	0.09%	0.08%
AFRM	A	0.09%	0.13%	0.09%
AGCO	D	0.05%	0.07%	0.05%
AGNC	C	0.06%	0.07%	0.06%
AGR	A	0.02%	0.03%	0.02%
AKAM	F	0.11%	0.16%	0.11%
AL	A	0.04%	0.06%	0.04%
ALGM	F	0.02%	0.03%	0.02%
ALGN	D	0.13%	0.17%	0.13%
ALK	A	0.05%	0.09%	0.05%
ALL	A	0.42%	0.48%	0.42%
ALLE	D	0.1%	0.14%	0.1%
ALLY	C	0.08%	0.1%	0.08%
ALNY	D	0.28%	0.36%	0.28%
ALSN	B	0.08%	0.12%	0.08%
AMCR	C	0.12%	0.17%	0.12%
AME	A	0.36%	0.45%	0.36%
AMG	A	0.05%	0.05%	0.05%
AMP	A	0.45%	0.54%	0.45%
AN	D	0.03%	0.04%	0.03%
ANSS	B	0.24%	0.3%	0.24%
AOS	F	0.07%	0.1%	0.07%
APG	C	0.07%	0.1%	0.07%
APLS	F	0.03%	0.03%	0.03%
APP	A	0.62%	0.32%	0.32%
APPF	C	0.04%	0.05%	0.04%
APTV	F	0.12%	0.17%	0.12%
ARE	D	0.16%	0.22%	0.16%
ARES	B	0.25%	0.31%	0.25%
ARMK	C	0.08%	0.11%	0.08%
ARW	D	0.05%	0.06%	0.05%
ASH	F	0.03%	0.05%	0.03%
ATI	D	0.06%	0.12%	0.06%
ATR	B	0.09%	0.13%	0.09%
AVB	A	0.27%	0.34%	0.27%
AVT	C	0.04%	0.05%	0.04%
AVTR	F	0.12%	0.17%	0.12%
AVY	D	0.13%	0.18%	0.13%
AWI	A	0.05%	0.06%	0.05%
AWK	C	0.22%	0.28%	0.22%
AXON	A	0.35%	0.37%	0.35%
AXS	A	0.05%	0.06%	0.05%
AXTA	A	0.07%	0.1%	0.07%
AYI	A	0.08%	0.11%	0.08%
AZEK	B	0.06%	0.06%	0.06%
BAH	D	0.19%	0.26%	0.19%
BALL	D	0.15%	0.21%	0.15%
BAX	F	0.14%	0.2%	0.14%
BBWI	C	0.05%	0.07%	0.05%
BBY	C	0.16%	0.17%	0.16%
BC	D	0.05%	0.06%	0.05%
BEN	C	0.05%	0.06%	0.05%
BERY	D	0.06%	0.09%	0.06%
BFAM	F	0.05%	0.08%	0.05%
BG	D	0.1%	0.13%	0.1%
BIIB	F	0.2%	0.27%	0.2%
BILL	A	0.06%	0.07%	0.06%
BIO	C	0.06%	0.08%	0.06%
BJ	B	0.1%	0.11%	0.1%
BK	A	0.46%	0.56%	0.46%
BKR	A	0.35%	0.44%	0.35%
BLD	F	0.09%	0.12%	0.09%
BMRN	F	0.1%	0.13%	0.1%
BOKF	A	0.02%	0.03%	0.02%
BPOP	C	0.05%	0.07%	0.05%
BR	A	0.21%	0.26%	0.21%
BRBR	A	0.07%	0.08%	0.07%
BRKR	F	0.05%	0.07%	0.05%
BRO	B	0.22%	0.29%	0.22%
BRX	A	0.07%	0.09%	0.07%
BURL	C	0.14%	0.15%	0.14%
BWA	A	0.06%	0.11%	0.06%
BXP	D	0.11%	0.14%	0.11%
CACC	D	0.02%	0.03%	0.02%
CAG	F	0.11%	0.15%	0.11%
CASY	B	0.12%	0.16%	0.12%
CBOE	D	0.17%	0.2%	0.17%
CBRE	B	0.34%	0.41%	0.34%
CBSH	A	0.07%	0.08%	0.07%
CCI	D	0.37%	0.44%	0.37%
CCK	D	0.09%	0.13%	0.09%
CDW	F	0.22%	0.28%	0.22%
CE	F	0.08%	0.11%	0.08%
CELH	F	0.04%	0.05%	0.04%
CFG	A	0.17%	0.21%	0.17%
CFLT	C	0.05%	0.06%	0.05%
CFR	A	0.07%	0.08%	0.07%
CG	B	0.09%	0.11%	0.09%
CGNX	D	0.06%	0.08%	0.06%
CHD	A	0.21%	0.24%	0.21%
CHE	D	0.07%	0.09%	0.07%
CHH	A	0.03%	0.04%	0.03%
CHRW	A	0.1%	0.17%	0.1%
CHTR	B	0.3%	0.4%	0.3%
CIEN	B	0.08%	0.1%	0.08%
CINF	A	0.18%	0.22%	0.18%
CLH	C	0.11%	0.15%	0.11%
CLX	A	0.17%	0.19%	0.17%
CMA	A	0.07%	0.09%	0.07%
CMI	A	0.39%	0.48%	0.39%
CMS	C	0.16%	0.23%	0.16%
CNC	F	0.26%	0.33%	0.26%
CNH	D	0.08%	0.11%	0.08%
CNM	F	0.07%	0.09%	0.07%
COHR	B	0.12%	0.15%	0.12%
COKE	C	0.06%	0.07%	0.06%
COLD	F	0.05%	0.08%	0.05%
COLM	B	0.02%	0.03%	0.02%
COTY	F	0.02%	0.03%	0.02%
CPB	D	0.07%	0.1%	0.07%
CPT	D	0.1%	0.14%	0.1%
CRL	D	0.09%	0.12%	0.09%
CROX	F	0.05%	0.06%	0.05%
CRUS	F	0.05%	0.06%	0.05%
CSGP	F	0.25%	0.32%	0.25%
CSL	B	0.17%	0.25%	0.17%
CTLT	C	0.09%	0.12%	0.09%
CTSH	B	0.32%	0.4%	0.32%
CUBE	C	0.09%	0.12%	0.09%
CVNA	A	0.21%	0.25%	0.21%
CW	B	0.12%	0.16%	0.12%
CWEN	D	0.01%	0.03%	0.01%
CWEN	D	0.02%	0.03%	0.02%
DAL	A	0.32%	0.44%	0.32%
DAR	B	0.05%	0.07%	0.05%
DAY	B	0.1%	0.13%	0.1%
DBX	C	0.05%	0.07%	0.05%
DCI	B	0.08%	0.11%	0.08%
DDOG	B	0.3%	0.38%	0.3%
DECK	A	0.22%	0.24%	0.22%
DFS	A	0.35%	0.44%	0.35%
DG	F	0.14%	0.16%	0.14%
DGX	A	0.14%	0.19%	0.14%
DKS	D	0.09%	0.1%	0.09%
DLB	D	0.04%	0.05%	0.04%
DLTR	F	0.1%	0.13%	0.1%
DOC	D	0.13%	0.17%	0.13%
DOCS	C	0.06%	0.05%	0.05%
DOCU	A	0.13%	0.16%	0.13%
DOV	A	0.22%	0.31%	0.22%
DOX	D	0.09%	0.11%	0.09%
DPZ	C	0.13%	0.17%	0.13%
DRI	B	0.16%	0.22%	0.16%
DT	C	0.13%	0.15%	0.13%
DTE	C	0.2%	0.28%	0.2%
DUOL	B	0.1%	0.13%	0.1%
DVA	C	0.06%	0.08%	0.06%
EA	A	0.34%	0.39%	0.34%
EBAY	D	0.25%	0.28%	0.25%
ED	D	0.28%	0.35%	0.28%
EEFT	C	0.04%	0.04%	0.04%
EFX	F	0.27%	0.33%	0.27%
EG	D	0.13%	0.15%	0.13%
EHC	B	0.08%	0.11%	0.08%
ELAN	C	0.06%	0.07%	0.06%
ELF	C	0.05%	0.05%	0.05%
ELS	B	0.11%	0.14%	0.11%
EME	B	0.19%	0.26%	0.19%
EMN	C	0.1%	0.14%	0.1%
ENPH	F	0.07%	0.09%	0.07%
ENTG	F	0.13%	0.16%	0.13%
EPAM	B	0.1%	0.11%	0.1%
EQH	B	0.12%	0.15%	0.12%
EQR	C	0.23%	0.29%	0.23%
ES	C	0.17%	0.24%	0.17%
ESAB	B	0.06%	0.09%	0.06%
ESI	B	0.05%	0.07%	0.05%
ESS	A	0.16%	0.21%	0.16%
ESTC	C	0.06%	0.07%	0.06%
ETSY	D	0.05%	0.06%	0.05%
EVR	A	0.09%	0.11%	0.09%
EVRG	A	0.11%	0.15%	0.11%
EWBC	A	0.11%	0.14%	0.11%
EXAS	F	0.08%	0.11%	0.08%
EXC	C	0.31%	0.39%	0.31%
EXEL	B	0.08%	0.11%	0.08%
EXPD	D	0.14%	0.21%	0.14%
EXR	C	0.28%	0.35%	0.28%
FAF	C	0.05%	0.07%	0.05%
FAST	B	0.39%	0.45%	0.39%
FBIN	D	0.08%	0.1%	0.08%
FCN	F	0.06%	0.08%	0.06%
FCNCA	A	0.21%	0.26%	0.21%
FDS	A	0.15%	0.21%	0.15%
FFIV	B	0.11%	0.14%	0.11%
FHN	A	0.09%	0.1%	0.09%
FICO	A	0.45%	0.51%	0.45%
FIS	B	0.4%	0.47%	0.4%
FITB	A	0.26%	0.3%	0.26%
FIVE	F	0.04%	0.04%	0.04%
FIX	A	0.13%	0.17%	0.13%
FLO	D	0.03%	0.05%	0.03%
FLS	A	0.06%	0.09%	0.06%
FMC	F	0.06%	0.09%	0.06%
FNB	A	0.05%	0.06%	0.05%
FND	F	0.09%	0.1%	0.09%
FOUR	B	0.05%	0.06%	0.05%
FR	D	0.06%	0.08%	0.06%
FRPT	B	0.06%	0.08%	0.06%
FRT	B	0.08%	0.1%	0.08%
FSLR	F	0.17%	0.17%	0.17%
FTV	D	0.21%	0.29%	0.21%
G	A	0.07%	0.07%	0.07%
GAP	C	0.04%	0.05%	0.04%
GEHC	D	0.31%	0.38%	0.31%
GEN	B	0.13%	0.17%	0.13%
GGG	A	0.12%	0.17%	0.12%
GIS	D	0.3%	0.37%	0.3%
GL	B	0.08%	0.09%	0.08%
GLW	B	0.3%	0.38%	0.3%
GME	C	0.08%	0.06%	0.06%
GMED	A	0.07%	0.1%	0.07%
GPC	D	0.14%	0.16%	0.14%
GPK	D	0.07%	0.1%	0.07%
GWRE	B	0.13%	0.16%	0.13%
GWW	A	0.42%	0.5%	0.42%
GXO	B	0.06%	0.08%	0.06%
H	B	0.06%	0.08%	0.06%
HAS	D	0.07%	0.08%	0.07%
HBAN	A	0.2%	0.24%	0.2%
HCP	B	0.04%	0.05%	0.04%
HEI	A	0.13%	0.29%	0.13%
HEI	A	0.09%	0.29%	0.09%
HIG	C	0.28%	0.33%	0.28%
HLI	A	0.08%	0.1%	0.08%
HOG	D	0.03%	0.06%	0.03%
HOLX	D	0.15%	0.2%	0.15%
HPE	B	0.23%	0.28%	0.23%
HPQ	B	0.29%	0.36%	0.29%
HRB	D	0.07%	0.1%	0.07%
HRL	D	0.07%	0.1%	0.07%
HSIC	D	0.07%	0.09%	0.07%
HST	D	0.1%	0.14%	0.1%
HSY	F	0.21%	0.28%	0.21%
HUBB	B	0.2%	0.29%	0.2%
HUBS	A	0.26%	0.3%	0.26%
HUM	F	0.28%	0.35%	0.28%
HXL	F	0.04%	0.06%	0.04%
IDA	A	0.05%	0.07%	0.05%
IDXX	F	0.29%	0.35%	0.29%
IEX	B	0.14%	0.2%	0.14%
IFF	D	0.19%	0.23%	0.19%
ILMN	C	0.19%	0.26%	0.19%
INCY	B	0.11%	0.17%	0.11%
INGR	B	0.08%	0.11%	0.08%
INSP	F	0.05%	0.07%	0.05%
IONS	F	0.05%	0.06%	0.05%
IPG	F	0.09%	0.13%	0.09%
IQV	F	0.32%	0.4%	0.32%
IR	A	0.34%	0.43%	0.34%
IRM	D	0.28%	0.34%	0.28%
IT	B	0.33%	0.41%	0.33%
ITT	A	0.1%	0.14%	0.1%
IVZ	B	0.05%	0.08%	0.05%
JAZZ	A	0.06%	0.07%	0.06%
JBHT	B	0.13%	0.21%	0.13%
JBL	C	0.12%	0.15%	0.12%
JEF	A	0.1%	0.11%	0.1%
JHG	A	0.05%	0.06%	0.05%
JKHY	D	0.11%	0.13%	0.11%
JLL	C	0.1%	0.14%	0.1%
JNPR	D	0.1%	0.13%	0.1%
K	B	0.17%	0.23%	0.17%
KD	A	0.05%	0.06%	0.05%
KEY	A	0.14%	0.18%	0.14%
KEYS	C	0.23%	0.31%	0.23%
KIM	A	0.13%	0.18%	0.13%
KMX	B	0.1%	0.11%	0.1%
KNSL	C	0.08%	0.1%	0.08%
KNX	B	0.08%	0.13%	0.08%
KR	B	0.32%	0.44%	0.32%
KVUE	A	0.37%	0.41%	0.37%
LAD	A	0.08%	0.09%	0.08%
LAMR	D	0.09%	0.13%	0.09%
LBRDK	B	0.09%	0.13%	0.09%
LEA	F	0.04%	0.08%	0.04%
LECO	C	0.1%	0.13%	0.1%
LEN	D	0.01%	0.41%	0.01%
LEN	D	0.33%	0.41%	0.33%
LFUS	D	0.05%	0.07%	0.05%
LH	B	0.17%	0.21%	0.17%
LII	B	0.16%	0.22%	0.16%
LKQ	D	0.08%	0.09%	0.08%
LNC	A	0.04%	0.06%	0.04%
LNT	A	0.12%	0.16%	0.12%
LPLA	A	0.19%	0.22%	0.19%
LPX	A	0.06%	0.07%	0.06%
LSCC	D	0.06%	0.08%	0.06%
LSTR	D	0.06%	0.09%	0.06%
LW	C	0.09%	0.12%	0.09%
LYFT	B	0.05%	0.05%	0.05%
LYV	A	0.16%	0.22%	0.16%
M	C	0.03%	0.04%	0.03%
MAA	A	0.15%	0.2%	0.15%
MANH	D	0.14%	0.17%	0.14%
MAS	D	0.14%	0.17%	0.14%
MAT	C	0.05%	0.06%	0.05%
MDB	C	0.17%	0.2%	0.17%
MEDP	D	0.07%	0.1%	0.07%
MHK	D	0.06%	0.07%	0.06%
MIDD	D	0.06%	0.09%	0.06%
MKC	D	0.16%	0.22%	0.16%
MKSI	D	0.06%	0.08%	0.06%
MKTX	C	0.08%	0.11%	0.08%
MOH	F	0.15%	0.21%	0.15%
MORN	B	0.08%	0.11%	0.08%
MOS	D	0.07%	0.1%	0.07%
MPWR	F	0.29%	0.37%	0.29%
MSA	D	0.05%	0.07%	0.05%
MSCI	A	0.37%	0.44%	0.37%
MSM	C	0.03%	0.04%	0.03%
MTB	A	0.28%	0.35%	0.28%
MTD	F	0.22%	0.31%	0.22%
MTG	C	0.05%	0.06%	0.05%
MTN	C	0.05%	0.07%	0.05%
MTZ	B	0.07%	0.1%	0.07%
NBIX	D	0.1%	0.13%	0.1%
NDAQ	A	0.26%	0.31%	0.26%
NDSN	B	0.12%	0.16%	0.12%
NET	C	0.22%	0.28%	0.22%
NFG	A	0.04%	0.06%	0.04%
NI	A	0.13%	0.18%	0.13%
NNN	D	0.06%	0.08%	0.06%
NRG	B	0.16%	0.21%	0.16%
NTAP	D	0.21%	0.25%	0.21%
NTNX	A	0.14%	0.16%	0.14%
NTRS	A	0.17%	0.2%	0.17%
NUE	D	0.31%	0.41%	0.31%
NVR	D	0.22%	0.3%	0.22%
NVT	B	0.1%	0.14%	0.1%
NXST	D	0.04%	0.06%	0.04%
NYT	D	0.07%	0.1%	0.07%
OC	A	0.13%	0.21%	0.13%
ODFL	B	0.36%	0.44%	0.36%
OGN	F	0.03%	0.04%	0.03%
OHI	C	0.08%	0.11%	0.08%
OKTA	D	0.1%	0.12%	0.1%
OLED	F	0.07%	0.08%	0.07%
OLLI	D	0.05%	0.06%	0.05%
OMC	C	0.16%	0.23%	0.16%
OMF	A	0.05%	0.06%	0.05%
ON	F	0.24%	0.31%	0.24%
ONTO	F	0.07%	0.09%	0.07%
ORI	A	0.07%	0.08%	0.07%
OSK	C	0.06%	0.09%	0.06%
OTIS	D	0.33%	0.41%	0.33%
OWL	A	0.09%	0.12%	0.09%
OZK	A	0.04%	0.05%	0.04%
PAG	A	0.02%	0.03%	0.02%
PARA	C	0.05%	0.08%	0.05%
PAYC	B	0.09%	0.12%	0.09%
PAYX	B	0.39%	0.48%	0.39%
PB	A	0.06%	0.07%	0.06%
PCTY	B	0.08%	0.09%	0.08%
PEG	C	0.35%	0.42%	0.35%
PEN	B	0.07%	0.1%	0.07%
PFG	C	0.16%	0.19%	0.16%
PFGC	B	0.11%	0.14%	0.11%
PHM	D	0.22%	0.29%	0.22%
PINS	F	0.14%	0.2%	0.14%
PKG	B	0.17%	0.24%	0.17%
PLNT	A	0.07%	0.08%	0.07%
PNFP	A	0.07%	0.09%	0.07%
PNR	A	0.14%	0.19%	0.14%
PODD	A	0.15%	0.18%	0.15%
POOL	D	0.11%	0.13%	0.11%
PPG	F	0.24%	0.31%	0.24%
PRI	A	0.08%	0.09%	0.08%
PRU	A	0.35%	0.44%	0.35%
PSN	C	0.04%	0.05%	0.04%
PSTG	F	0.13%	0.17%	0.13%
PTC	B	0.19%	0.24%	0.19%
PVH	C	0.05%	0.05%	0.05%
PWR	A	0.39%	0.46%	0.39%
QRVO	F	0.05%	0.07%	0.05%
R	A	0.06%	0.09%	0.06%
RBLX	B	0.22%	0.27%	0.22%
REG	A	0.11%	0.15%	0.11%
REXR	F	0.08%	0.1%	0.08%
RF	A	0.19%	0.23%	0.19%
RGA	A	0.12%	0.14%	0.12%
RGEN	D	0.06%	0.08%	0.06%
RH	C	0.04%	0.05%	0.04%
RHI	B	0.06%	0.09%	0.06%
RIVN	F	0.07%	0.1%	0.07%
RJF	A	0.24%	0.29%	0.24%
RL	B	0.07%	0.08%	0.07%
RMD	C	0.3%	0.37%	0.3%
RNR	D	0.11%	0.13%	0.11%
ROK	A	0.25%	0.36%	0.25%
ROKU	D	0.08%	0.09%	0.08%
ROL	A	0.11%	0.16%	0.11%
RPRX	F	0.08%	0.11%	0.08%
RRX	B	0.09%	0.14%	0.09%
RS	B	0.15%	0.23%	0.15%
RVTY	D	0.12%	0.17%	0.12%
RYAN	A	0.06%	0.07%	0.06%
S	B	0.06%	0.07%	0.06%
SAIA	B	0.12%	0.21%	0.12%
SAIC	D	0.06%	0.08%	0.06%
SBAC	D	0.19%	0.26%	0.19%
SCI	B	0.1%	0.14%	0.1%
SEE	B	0.04%	0.06%	0.04%
SEIC	A	0.06%	0.08%	0.06%
SF	A	0.09%	0.11%	0.09%
SITE	D	0.05%	0.06%	0.05%
SJM	F	0.1%	0.13%	0.1%
SKX	D	0.07%	0.08%	0.07%
SLGN	B	0.04%	0.05%	0.04%
SLM	A	0.04%	0.05%	0.04%
SMAR	A	0.06%	0.07%	0.06%
SMCI	F	0.1%	0.12%	0.1%
SNA	A	0.15%	0.21%	0.15%
SNV	A	0.07%	0.08%	0.07%
SNX	D	0.08%	0.09%	0.08%
SOFI	A	0.11%	0.12%	0.11%
SON	D	0.04%	0.06%	0.04%
SQ	A	0.34%	0.43%	0.34%
SRPT	F	0.09%	0.12%	0.09%
SSD	D	0.07%	0.09%	0.07%
SSNC	D	0.13%	0.16%	0.13%
ST	F	0.04%	0.06%	0.04%
STAG	D	0.05%	0.08%	0.05%
STE	D	0.17%	0.24%	0.17%
STLD	B	0.18%	0.28%	0.18%
STT	A	0.23%	0.28%	0.23%
STWD	D	0.05%	0.06%	0.05%
SUI	D	0.13%	0.18%	0.13%
SW	A	0.22%	0.31%	0.22%
SWK	F	0.11%	0.16%	0.11%
SWKS	F	0.12%	0.15%	0.12%
SYF	A	0.2%	0.26%	0.2%
SYY	D	0.31%	0.39%	0.31%
TDY	B	0.18%	0.25%	0.18%
TECH	D	0.1%	0.13%	0.1%
TER	F	0.14%	0.18%	0.14%
TFX	F	0.08%	0.1%	0.08%
THG	A	0.05%	0.05%	0.05%
THO	B	0.05%	0.08%	0.05%
TKR	F	0.04%	0.06%	0.04%
TOL	B	0.13%	0.17%	0.13%
TOST	A	0.14%	0.13%	0.13%
TPG	B	0.04%	0.05%	0.04%
TPR	A	0.1%	0.11%	0.1%
TPX	A	0.07%	0.08%	0.07%
TREX	C	0.06%	0.07%	0.06%
TRMB	A	0.14%	0.2%	0.14%
TROW	A	0.21%	0.25%	0.21%
TRU	D	0.17%	0.23%	0.17%
TSCO	D	0.25%	0.29%	0.25%
TTC	D	0.07%	0.1%	0.07%
TTD	B	0.45%	0.55%	0.45%
TTEK	D	0.1%	0.14%	0.1%
TTWO	A	0.25%	0.27%	0.25%
TW	B	0.12%	0.14%	0.12%
TWLO	A	0.13%	0.16%	0.13%
TXRH	A	0.11%	0.14%	0.11%
TYL	B	0.21%	0.26%	0.21%
UDR	C	0.12%	0.16%	0.12%
UGI	C	0.04%	0.06%	0.04%
ULTA	D	0.15%	0.17%	0.15%
UNM	A	0.09%	0.12%	0.09%
URI	B	0.47%	0.57%	0.47%
USFD	B	0.12%	0.17%	0.12%
UTHR	B	0.15%	0.19%	0.15%
VEEV	C	0.28%	0.33%	0.28%
VFC	B	0.06%	0.07%	0.06%
VLTO	D	0.21%	0.25%	0.21%
VMC	B	0.31%	0.4%	0.31%
VMI	B	0.06%	0.08%	0.06%
VNO	B	0.07%	0.08%	0.07%
VNT	C	0.05%	0.06%	0.05%
VOYA	A	0.07%	0.08%	0.07%
VRSK	B	0.33%	0.4%	0.33%
VRSN	D	0.13%	0.17%	0.13%
VRT	A	0.36%	0.47%	0.36%
VTR	C	0.21%	0.29%	0.21%
WAB	B	0.28%	0.37%	0.28%
WAL	A	0.08%	0.1%	0.08%
WAT	B	0.18%	0.25%	0.18%
WBD	B	0.18%	0.22%	0.18%
WBS	A	0.08%	0.1%	0.08%
WCC	A	0.07%	0.09%	0.07%
WDC	F	0.18%	0.24%	0.18%
WEC	A	0.25%	0.33%	0.25%
WEX	F	0.06%	0.08%	0.06%
WH	A	0.06%	0.08%	0.06%
WHR	A	0.05%	0.05%	0.05%
WING	F	0.08%	0.1%	0.08%
WMS	F	0.08%	0.13%	0.08%
WPC	D	0.1%	0.13%	0.1%
WRB	A	0.14%	0.17%	0.14%
WSC	F	0.06%	0.08%	0.06%
WSM	F	0.13%	0.15%	0.13%
WSO	A	0.15%	0.21%	0.15%
WST	C	0.19%	0.26%	0.19%
WTFC	A	0.07%	0.08%	0.07%
WTM	A	0.04%	0.04%	0.04%
WTRG	C	0.08%	0.12%	0.08%
WTW	B	0.26%	0.31%	0.26%
WWD	B	0.09%	0.11%	0.09%
WY	D	0.19%	0.2%	0.19%
XEL	A	0.3%	0.39%	0.3%
XPO	B	0.14%	0.24%	0.14%
XRAY	F	0.03%	0.05%	0.03%
XYL	D	0.24%	0.31%	0.24%
YUM	D	0.31%	0.39%	0.31%
Z	A	0.09%	0.12%	0.09%
ZBH	C	0.18%	0.24%	0.18%
ZBRA	B	0.17%	0.21%	0.17%
ZI	D	0.03%	0.04%	0.03%
ZION	A	0.07%	0.08%	0.07%
ZM	B	0.17%	0.21%	0.17%
ZS	B	0.15%	0.18%	0.15%

IWR Overweight 280 Positions Relative to CVMC

Symbol	Grade	Weight
PLTR	A	0.95%
WMB	A	0.56%
AJG	A	0.52%
OKE	A	0.51%
AFL	C	0.49%
HLT	A	0.49%
DLR	A	0.48%
SPG	A	0.47%
RCL	A	0.43%
COIN	A	0.43%
KMI	A	0.42%
O	D	0.41%
DHI	D	0.41%
VST	A	0.4%
LHX	B	0.4%
LNG	A	0.38%
ROST	D	0.38%
HWM	A	0.37%
PCG	A	0.36%
FERG	D	0.34%
TRGP	A	0.34%
MSTR	B	0.34%
CTVA	D	0.33%
COR	B	0.33%
HES	B	0.32%
MLM	B	0.31%
MCHP	F	0.31%
DD	D	0.29%
FANG	D	0.28%
VICI	C	0.27%
GRMN	B	0.27%
EIX	C	0.26%
ETR	A	0.26%
DOW	F	0.26%
CAH	B	0.24%
CPNG	C	0.23%
DXCM	C	0.23%
GPN	B	0.23%
UAL	A	0.23%
LDOS	C	0.22%
HAL	C	0.21%
TPL	A	0.21%
EQT	A	0.2%
PPL	A	0.2%
DVN	F	0.2%
ADM	D	0.2%
CPAY	A	0.2%
GDDY	A	0.2%
EXPE	A	0.19%
FE	C	0.19%
CCL	A	0.19%
ATO	A	0.18%
LYB	F	0.18%
INVH	D	0.17%
EXE	A	0.17%
MKL	A	0.17%
BLDR	D	0.17%
CNP	A	0.16%
IP	A	0.16%
COO	D	0.16%
HOOD	A	0.16%
IBKR	A	0.15%
DKNG	B	0.15%
J	D	0.15%
CTRA	A	0.15%
LUV	A	0.15%
TSN	A	0.14%
FWONK	B	0.14%
RPM	A	0.14%
LVS	C	0.14%
THC	C	0.13%
MRO	A	0.13%
TXT	D	0.13%
L	A	0.12%
NTRA	B	0.12%
FNF	C	0.12%
CF	A	0.12%
VTRS	A	0.12%
GLPI	D	0.11%
ALB	C	0.1%
UHS	D	0.1%
FTI	A	0.1%
AMH	C	0.1%
CACI	C	0.1%
AIZ	A	0.09%
GNRC	B	0.09%
CAVA	B	0.09%
NWSA	B	0.09%
AA	A	0.09%
OVV	C	0.09%
BWXT	A	0.09%
NCLH	B	0.09%
LNW	D	0.08%
ITCI	B	0.08%
TKO	C	0.08%
KBR	D	0.08%
DTM	A	0.08%
MUSA	A	0.08%
GLOB	C	0.08%
PR	C	0.08%
RGLD	C	0.08%
NLY	C	0.08%
SOLV	C	0.08%
CHDN	C	0.08%
FOXA	A	0.08%
EXP	B	0.08%
PNW	A	0.08%
TAP	A	0.08%
HII	F	0.07%
CHRD	F	0.07%
CART	C	0.07%
AR	B	0.07%
FYBR	C	0.07%
EGP	D	0.07%
MGM	D	0.07%
OGE	A	0.07%
WYNN	D	0.07%
CR	A	0.07%
CZR	F	0.07%
RBC	A	0.07%
X	D	0.07%
MASI	A	0.06%
SN	C	0.06%
GNTX	C	0.06%
GTLB	B	0.06%
RLI	A	0.06%
VKTX	F	0.06%
KEX	A	0.06%
PCOR	B	0.06%
ADC	A	0.06%
MTSI	B	0.06%
RRC	B	0.06%
MTCH	F	0.06%
APA	F	0.06%
VVV	B	0.05%
LITE	A	0.05%
PATH	D	0.05%
U	F	0.05%
CLF	F	0.05%
WFRD	F	0.05%
SIRI	C	0.05%
COLB	A	0.05%
LAZ	B	0.05%
NOV	D	0.05%
WBA	F	0.05%
DINO	D	0.05%
AZPN	A	0.05%
MTDR	C	0.05%
UHAL	D	0.05%
HR	C	0.05%
BSY	D	0.05%
GFS	C	0.04%
WLK	F	0.04%
RARE	F	0.04%
AGO	A	0.04%
RYN	D	0.04%
CUZ	B	0.04%
KRC	C	0.04%
LOPE	B	0.04%
ROIV	D	0.04%
BYD	A	0.04%
BROS	A	0.04%
CCCS	A	0.04%
AM	A	0.04%
OLN	F	0.04%
CIVI	F	0.04%
FOX	A	0.04%
POST	D	0.04%
RITM	C	0.04%
VNOM	B	0.04%
AMKR	F	0.03%
AMED	F	0.03%
PENN	B	0.03%
BHF	A	0.03%
RNG	B	0.03%
ECG	D	0.03%
YETI	F	0.03%
LBTYA	F	0.03%
LBTYK	A	0.03%
VAC	B	0.03%
HUN	F	0.03%
WEN	C	0.03%
ZG	A	0.03%
EPR	D	0.03%
IRDM	C	0.03%
NCNO	B	0.03%
FHB	A	0.03%
NVST	C	0.03%
PII	F	0.03%
HIW	D	0.03%
PRGO	C	0.03%
TNL	A	0.03%
SPR	D	0.03%
MDU	D	0.03%
W	F	0.03%
NWS	A	0.03%
ACHC	F	0.03%
DNB	B	0.03%
NEU	C	0.03%
NWL	B	0.03%
PEGA	B	0.03%
DXC	C	0.03%
IAC	D	0.03%
KMPR	A	0.03%
LINE	F	0.03%
AMTM	D	0.03%
MSGS	B	0.03%
GTES	B	0.03%
CLVT	F	0.02%
VSTS	F	0.02%
KSS	F	0.02%
CNXC	F	0.02%
FTRE	D	0.02%
ALAB	B	0.02%
RKT	F	0.02%
LCID	F	0.02%
RCM	A	0.02%
AAP	D	0.02%
HAYW	A	0.02%
PPC	B	0.02%
ADT	B	0.02%
JWN	A	0.02%
IPGP	D	0.02%
CPRI	F	0.02%
QDEL	F	0.02%
AZTA	F	0.02%
PINC	B	0.02%
SHC	D	0.02%
SPB	C	0.02%
ENOV	C	0.02%
MP	B	0.02%
WU	F	0.02%
HHH	B	0.02%
FIVN	C	0.02%
SAM	B	0.02%
CXT	D	0.02%
VIRT	A	0.02%
DV	C	0.02%
LLYVK	A	0.02%
TDC	F	0.02%
MPW	F	0.02%
CC	C	0.02%
NSA	C	0.02%
MAN	F	0.02%
PK	C	0.02%
SMG	D	0.02%
UWMC	F	0.01%
SEB	F	0.01%
TFSL	A	0.01%
LOAR	B	0.01%
CNA	C	0.01%
AS	B	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	F	0.01%
TXG	F	0.01%
TRIP	D	0.01%
LBRDA	B	0.01%
UA	B	0.01%
GO	C	0.01%
FWONA	B	0.01%
CRI	D	0.01%
QS	F	0.01%
UAA	B	0.01%
BIRK	F	0.01%
DJT	C	0.01%
PARAA	B	0.0%
SEG	B	0.0%
GRAL	C	0.0%
UHAL	D	0.0%
NFE	F	0.0%
PLTK	A	0.0%

IWR Underweight 87 Positions Relative to CVMC

Symbol	Grade	Weight
ADSK	B	-0.62%
FTNT	A	-0.5%
D	C	-0.47%
KMB	C	-0.42%
SNOW	C	-0.38%
TEAM	A	-0.36%
LULU	C	-0.32%
KHC	F	-0.31%
STX	D	-0.22%
SFM	A	-0.15%
EL	F	-0.14%
SUM	B	-0.14%
CMC	B	-0.14%
AIT	A	-0.12%
MLI	B	-0.12%
SNAP	D	-0.12%
ALV	C	-0.1%
HQY	A	-0.09%
ENSG	D	-0.09%
MOD	C	-0.09%
CVLT	B	-0.08%
UFPI	C	-0.08%
HLNE	A	-0.08%
TMHC	B	-0.08%
GKOS	B	-0.08%
GTLS	A	-0.08%
SSB	A	-0.08%
JXN	B	-0.08%
HALO	D	-0.08%
WTS	A	-0.07%
KRG	B	-0.07%
CADE	A	-0.07%
BPMC	D	-0.07%
ONB	B	-0.07%
CWST	A	-0.07%
BCPC	B	-0.07%
SPSC	D	-0.07%
EXLS	B	-0.07%
CBT	C	-0.07%
MOG.A	B	-0.07%
RHP	B	-0.07%
MTH	D	-0.07%
NOVT	D	-0.07%
BMI	B	-0.07%
ESNT	D	-0.06%
DY	C	-0.06%
SIGI	A	-0.06%
COOP	B	-0.06%
BECN	B	-0.06%
EXPO	D	-0.06%
VRNS	D	-0.06%
QLYS	C	-0.06%
MMS	D	-0.06%
IBP	F	-0.06%
GATX	A	-0.06%
ALTR	B	-0.06%
EPRT	C	-0.06%
FSS	C	-0.06%
ITRI	B	-0.06%
RMBS	C	-0.06%
MMSI	A	-0.06%
TRNO	D	-0.06%
ANF	C	-0.06%
KBH	D	-0.06%
NSIT	F	-0.05%
WMG	B	-0.05%
ABG	A	-0.05%
FELE	B	-0.05%
RDN	C	-0.05%
SWX	A	-0.05%
BCO	F	-0.05%
TENB	D	-0.05%
BCC	B	-0.05%
POR	D	-0.05%
ZWS	B	-0.05%
HOMB	A	-0.05%
CHWY	B	-0.04%
BBIO	F	-0.04%
SIG	B	-0.04%
CWAN	B	-0.04%
CDP	C	-0.04%
LANC	D	-0.04%
ATKR	C	-0.04%
OPCH	F	-0.04%
PFSI	D	-0.03%
TNET	F	-0.03%
LEVI	F	-0.02%