IWR vs. DSI ETF Comparison

Comparison of iShares Russell Mid-Cap ETF (IWR) to iShares KLD 400 Social Index Fund (DSI)
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

$86.68

Average Daily Volume

1,162,894

Number of Holdings *

803

* may have additional holdings in another (foreign) market
DSI

iShares KLD 400 Social Index Fund

DSI Description The investment seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. 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 MSCI KLD 400 Social Index (the "underlying index"), which is a free float-adjusted market capitalization weighted index designed to provide exposure to U.S. companies that have positive environmental, social and governance (ESG) characteristics.

Grade (RS Rating)

Last Trade

$106.94

Average Daily Volume

106,335

Number of Holdings *

402

* may have additional holdings in another (foreign) market
Performance
Period IWR DSI
30 Days 2.80% 2.02%
60 Days 3.44% 1.27%
90 Days 6.63% 2.07%
12 Months 22.44% 27.42%
238 Overlapping Holdings
Symbol Grade Weight in IWR Weight in DSI Overlap
A C 1.0% 1.0% 1.0%
ADM D 1.0% 1.0% 1.0%
AGCO D 1.0% 1.0% 1.0%
AJG A 1.0% 1.0% 1.0%
AKAM D 1.0% 1.0% 1.0%
AL D 1.0% 1.0% 1.0%
ALB D 1.0% 1.0% 1.0%
ALGN D 1.0% 1.0% 1.0%
ALL A 1.0% 1.0% 1.0%
ALLE A 1.0% 1.0% 1.0%
ALLY F 1.0% 1.0% 1.0%
AMP B 1.0% 1.0% 1.0%
AN D 1.0% 1.0% 1.0%
ANSS D 1.0% 1.0% 1.0%
AOS D 1.0% 1.0% 1.0%
APTV F 1.0% 1.0% 1.0%
ARMK B 1.0% 1.0% 1.0%
ATO A 1.0% 1.0% 1.0%
AVB B 1.0% 1.0% 1.0%
AVY B 1.0% 1.0% 1.0%
AWK A 1.0% 1.0% 1.0%
AXTA C 1.0% 1.0% 1.0%
AYI B 1.0% 1.0% 1.0%
BALL C 1.0% 1.0% 1.0%
BBY B 1.0% 1.0% 1.0%
BEN D 1.0% 1.0% 1.0%
BG F 1.0% 1.0% 1.0%
BIIB F 1.0% 1.0% 1.0%
BK A 1.0% 1.0% 1.0%
BKR D 1.0% 1.0% 1.0%
BLDR C 1.0% 1.0% 1.0%
BMRN F 1.0% 1.0% 1.0%
BR B 1.0% 1.0% 1.0%
BWA F 1.0% 1.0% 1.0%
BXP A 1.0% 1.0% 1.0%
CAG B 1.0% 1.0% 1.0%
CAH B 1.0% 1.0% 1.0%
CAR F 1.0% 1.0% 1.0%
CBRE B 1.0% 1.0% 1.0%
CCI B 1.0% 1.0% 1.0%
CFG C 1.0% 1.0% 1.0%
CGNX D 1.0% 1.0% 1.0%
CHD B 1.0% 1.0% 1.0%
CHH C 1.0% 1.0% 1.0%
CHRW C 1.0% 1.0% 1.0%
CLX B 1.0% 1.0% 1.0%
CMA B 1.0% 1.0% 1.0%
CMI C 1.0% 1.0% 1.0%
CMS A 1.0% 1.0% 1.0%
CNC C 1.0% 1.0% 1.0%
CNH C 1.0% 1.0% 1.0%
COLM B 1.0% 1.0% 1.0%
COO B 1.0% 1.0% 1.0%
COR B 1.0% 1.0% 1.0%
CPB B 1.0% 1.0% 1.0%
CPRI D 1.0% 1.0% 1.0%
CTSH B 1.0% 1.0% 1.0%
DAL C 1.0% 1.0% 1.0%
DAR F 1.0% 1.0% 1.0%
DECK C 1.0% 1.0% 1.0%
DFS C 1.0% 1.0% 1.0%
DGX B 1.0% 1.0% 1.0%
DINO F 1.0% 1.0% 1.0%
DLR A 1.0% 1.0% 1.0%
DOC B 1.0% 1.0% 1.0%
DOV B 1.0% 1.0% 1.0%
DPZ D 1.0% 1.0% 1.0%
DRI C 1.0% 1.0% 1.0%
DVA A 1.0% 1.0% 1.0%
DXCM F 1.0% 1.0% 1.0%
EA C 1.0% 1.0% 1.0%
ED B 1.0% 1.0% 1.0%
EME A 1.0% 1.0% 1.0%
EQH C 1.0% 1.0% 1.0%
EQR B 1.0% 1.0% 1.0%
ES B 1.0% 1.0% 1.0%
EXC A 1.0% 1.0% 1.0%
EXPD D 1.0% 1.0% 1.0%
FAST C 1.0% 1.0% 1.0%
FBIN B 1.0% 1.0% 1.0%
FDS C 1.0% 1.0% 1.0%
FERG D 1.0% 1.0% 1.0%
FFIV A 1.0% 1.0% 1.0%
FICO A 1.0% 1.0% 1.0%
FIS A 1.0% 1.0% 1.0%
FLS D 1.0% 1.0% 1.0%
FRT B 1.0% 1.0% 1.0%
FSLR D 1.0% 1.0% 1.0%
FTI D 1.0% 1.0% 1.0%
FTV C 1.0% 1.0% 1.0%
GAP F 1.0% 1.0% 1.0%
GEN B 1.0% 1.0% 1.0%
GGG C 1.0% 1.0% 1.0%
GIS B 1.0% 1.0% 1.0%
GLW C 1.0% 1.0% 1.0%
GME F 1.0% 1.0% 1.0%
GRMN D 1.0% 1.0% 1.0%
GWRE A 1.0% 1.0% 1.0%
GWW B 1.0% 1.0% 1.0%
HAL F 1.0% 1.0% 1.0%
HAS B 1.0% 1.0% 1.0%
HBAN B 1.0% 1.0% 1.0%
HIG B 1.0% 1.0% 1.0%
HLT B 1.0% 1.0% 1.0%
HOG C 1.0% 1.0% 1.0%
HOLX B 1.0% 1.0% 1.0%
HPE F 1.0% 1.0% 1.0%
HPQ D 1.0% 1.0% 1.0%
HRL C 1.0% 1.0% 1.0%
HSIC D 1.0% 1.0% 1.0%
HST D 1.0% 1.0% 1.0%
HUBS D 1.0% 1.0% 1.0%
HUM F 1.0% 1.0% 1.0%
IDXX C 1.0% 1.0% 1.0%
IEX D 1.0% 1.0% 1.0%
IFF B 1.0% 1.0% 1.0%
ILMN C 1.0% 1.0% 1.0%
INGR B 1.0% 1.0% 1.0%
IP B 1.0% 1.0% 1.0%
IQV C 1.0% 1.0% 1.0%
IR D 1.0% 1.0% 1.0%
IRM A 1.0% 1.0% 1.0%
IVZ C 1.0% 1.0% 1.0%
JAZZ D 1.0% 1.0% 1.0%
JBHT D 1.0% 1.0% 1.0%
JLL B 1.0% 1.0% 1.0%
JWN C 1.0% 1.0% 1.0%
K A 1.0% 1.0% 1.0%
KEY B 1.0% 1.0% 1.0%
KEYS C 1.0% 1.0% 1.0%
KMX D 1.0% 1.0% 1.0%
KNX C 1.0% 1.0% 1.0%
KR B 1.0% 1.0% 1.0%
KSS F 1.0% 1.0% 1.0%
L C 1.0% 1.0% 1.0%
LCID C 1.0% 1.0% 1.0%
LECO D 1.0% 1.0% 1.0%
LH B 1.0% 1.0% 1.0%
LII A 1.0% 1.0% 1.0%
LKQ D 1.0% 1.0% 1.0%
LNC D 1.0% 1.0% 1.0%
LNG C 1.0% 1.0% 1.0%
LUV C 1.0% 1.0% 1.0%
LW D 1.0% 1.0% 1.0%
LYB F 1.0% 1.0% 1.0%
MAN D 1.0% 1.0% 1.0%
MAS B 1.0% 1.0% 1.0%
MAT C 1.0% 1.0% 1.0%
MCHP D 1.0% 1.0% 1.0%
MDU B 1.0% 1.0% 1.0%
MHK B 1.0% 1.0% 1.0%
MIDD D 1.0% 1.0% 1.0%
MKC B 1.0% 1.0% 1.0%
MKTX C 1.0% 1.0% 1.0%
MOS F 1.0% 1.0% 1.0%
MTB B 1.0% 1.0% 1.0%
MTD D 1.0% 1.0% 1.0%
MTN D 1.0% 1.0% 1.0%
NDAQ B 1.0% 1.0% 1.0%
NI A 1.0% 1.0% 1.0%
NOV F 1.0% 1.0% 1.0%
NTRS B 1.0% 1.0% 1.0%
NWL C 1.0% 1.0% 1.0%
NYT C 1.0% 1.0% 1.0%
OC C 1.0% 1.0% 1.0%
OKE A 1.0% 1.0% 1.0%
OKTA F 1.0% 1.0% 1.0%
OMC B 1.0% 1.0% 1.0%
ON D 1.0% 1.0% 1.0%
PAYC D 1.0% 1.0% 1.0%
PFG C 1.0% 1.0% 1.0%
PNR A 1.0% 1.0% 1.0%
PODD B 1.0% 1.0% 1.0%
POOL C 1.0% 1.0% 1.0%
PPG C 1.0% 1.0% 1.0%
PRU C 1.0% 1.0% 1.0%
PTC D 1.0% 1.0% 1.0%
PVH D 1.0% 1.0% 1.0%
PWR C 1.0% 1.0% 1.0%
R B 1.0% 1.0% 1.0%
RCL B 1.0% 1.0% 1.0%
RF C 1.0% 1.0% 1.0%
RHI D 1.0% 1.0% 1.0%
RIVN F 1.0% 1.0% 1.0%
RMD B 1.0% 1.0% 1.0%
RNG D 1.0% 1.0% 1.0%
ROK D 1.0% 1.0% 1.0%
SBAC B 1.0% 1.0% 1.0%
SEE D 1.0% 1.0% 1.0%
SJM C 1.0% 1.0% 1.0%
SNA B 1.0% 1.0% 1.0%
SON C 1.0% 1.0% 1.0%
SPG B 1.0% 1.0% 1.0%
ST F 1.0% 1.0% 1.0%
STE B 1.0% 1.0% 1.0%
STT B 1.0% 1.0% 1.0%
SWK B 1.0% 1.0% 1.0%
SWKS F 1.0% 1.0% 1.0%
SYF D 1.0% 1.0% 1.0%
SYY C 1.0% 1.0% 1.0%
TDC F 1.0% 1.0% 1.0%
TECH D 1.0% 1.0% 1.0%
TKR D 1.0% 1.0% 1.0%
TRGP B 1.0% 1.0% 1.0%
TRMB C 1.0% 1.0% 1.0%
TROW D 1.0% 1.0% 1.0%
TRU A 1.0% 1.0% 1.0%
TSCO B 1.0% 1.0% 1.0%
TTEK B 1.0% 1.0% 1.0%
TWLO D 1.0% 1.0% 1.0%
UA C 1.0% 1.0% 1.0%
UAA C 1.0% 1.0% 1.0%
UDR B 1.0% 1.0% 1.0%
UGI B 1.0% 1.0% 1.0%
UHAL B 1.0% 1.0% 1.0%
UHAL B 1.0% 1.0% 1.0%
ULTA D 1.0% 1.0% 1.0%
URI C 1.0% 1.0% 1.0%
VEEV C 1.0% 1.0% 1.0%
VFC C 1.0% 1.0% 1.0%
VLTO B 1.0% 1.0% 1.0%
VOYA A 1.0% 1.0% 1.0%
VTR B 1.0% 1.0% 1.0%
WAB B 1.0% 1.0% 1.0%
WAT C 1.0% 1.0% 1.0%
WBD D 1.0% 1.0% 1.0%
WHR D 1.0% 1.0% 1.0%
WSM C 1.0% 1.0% 1.0%
WST F 1.0% 1.0% 1.0%
WTRG D 1.0% 1.0% 1.0%
WTW B 1.0% 1.0% 1.0%
WU F 1.0% 1.0% 1.0%
XRAY D 1.0% 1.0% 1.0%
XYL D 1.0% 1.0% 1.0%
ZBH D 1.0% 1.0% 1.0%
ZBRA C 1.0% 1.0% 1.0%
ZI D 1.0% 1.0% 1.0%
ZION D 1.0% 1.0% 1.0%
IWR Overweight 565 Positions Relative to DSI
Symbol Grade Weight
SEG C 1.0%
PARAA D 1.0%
GRAL F 1.0%
PLTK D 1.0%
TFSL C 1.0%
LOAR C 1.0%
NFE F 1.0%
UI B 1.0%
LLYVA B 1.0%
SEB C 1.0%
ALAB F 1.0%
UWMC C 1.0%
LBRDA D 1.0%
CWEN A 1.0%
DJT F 1.0%
PYCR D 1.0%
DDS D 1.0%
WOLF F 1.0%
SNDR B 1.0%
CNA C 1.0%
CERT F 1.0%
TRIP F 1.0%
LEG D 1.0%
INFA D 1.0%
GO F 1.0%
LSXMA D 1.0%
AS C 1.0%
ALGM D 1.0%
FTRE F 1.0%
REYN C 1.0%
FWONA C 1.0%
SIRI C 1.0%
MP D 1.0%
LLYVK C 1.0%
BIRK D 1.0%
IPGP F 1.0%
QS F 1.0%
PPC D 1.0%
VSTS D 1.0%
HAYW D 1.0%
ADT D 1.0%
SHC B 1.0%
LEN B 1.0%
FIVN F 1.0%
RCM C 1.0%
CWEN A 1.0%
HHH C 1.0%
ENOV F 1.0%
CRI C 1.0%
QDEL D 1.0%
AAP F 1.0%
BOKF B 1.0%
ZG B 1.0%
TXG D 1.0%
PINC C 1.0%
NCNO F 1.0%
AGR B 1.0%
SAM F 1.0%
VAC F 1.0%
AZTA D 1.0%
VIRT B 1.0%
CLVT D 1.0%
SPB B 1.0%
RKT B 1.0%
DV F 1.0%
CXT D 1.0%
CC F 1.0%
CACC F 1.0%
PENN D 1.0%
WEN C 1.0%
BROS D 1.0%
MPW B 1.0%
SMG C 1.0%
BHF F 1.0%
PK F 1.0%
PAG D 1.0%
FHB C 1.0%
NVST D 1.0%
TNL F 1.0%
PEGA C 1.0%
AMED D 1.0%
YETI D 1.0%
HCP A 1.0%
NSA A 1.0%
NWS D 1.0%
IRDM D 1.0%
AMKR D 1.0%
HIW A 1.0%
LSXMK D 1.0%
LBTYA B 1.0%
GTES C 1.0%
CNXC D 1.0%
LBTYK B 1.0%
MSM D 1.0%
EPR B 1.0%
DNB C 1.0%
HUN D 1.0%
NEU C 1.0%
LITE C 1.0%
RH C 1.0%
COTY D 1.0%
KMPR D 1.0%
MSGS B 1.0%
DXC C 1.0%
PRGO C 1.0%
IAC C 1.0%
SPR D 1.0%
W D 1.0%
DLB D 1.0%
GFS F 1.0%
LYFT D 1.0%
M D 1.0%
APLS D 1.0%
KRC C 1.0%
BYD C 1.0%
FIVE D 1.0%
LOPE D 1.0%
SLGN B 1.0%
TPG B 1.0%
PII D 1.0%
VNOM D 1.0%
PSN B 1.0%
ROIV C 1.0%
CUZ B 1.0%
ASH D 1.0%
DOCS B 1.0%
AGO C 1.0%
OZK D 1.0%
FLO C 1.0%
EEFT F 1.0%
WTM D 1.0%
RYN C 1.0%
SLM D 1.0%
FOUR C 1.0%
WLK D 1.0%
CCCS D 1.0%
ALK C 1.0%
JHG B 1.0%
AVT D 1.0%
MASI D 1.0%
CFLT F 1.0%
RARE B 1.0%
FOX C 1.0%
PATH D 1.0%
HXL F 1.0%
AM B 1.0%
APPF D 1.0%
COLB C 1.0%
U D 1.0%
OLN D 1.0%
NXST D 1.0%
VNT D 1.0%
VVV D 1.0%
BC D 1.0%
S C 1.0%
VMI D 1.0%
KD D 1.0%
IDA B 1.0%
THO C 1.0%
FNB D 1.0%
OLLI C 1.0%
AWI C 1.0%
LAZ B 1.0%
THG A 1.0%
CLF F 1.0%
NFG A 1.0%
SRCL A 1.0%
AMG C 1.0%
ESAB C 1.0%
MTSI D 1.0%
OGN C 1.0%
OMF D 1.0%
GXO D 1.0%
CIVI F 1.0%
CELH F 1.0%
BILL D 1.0%
RITM A 1.0%
ESI D 1.0%
PCOR D 1.0%
VKTX C 1.0%
LSCC D 1.0%
INSP C 1.0%
POST C 1.0%
DBX D 1.0%
ESTC F 1.0%
STWD B 1.0%
VNO A 1.0%
CART C 1.0%
AZEK C 1.0%
AAON A 1.0%
LPX B 1.0%
SITE D 1.0%
WH B 1.0%
MTDR F 1.0%
PARA F 1.0%
AZPN C 1.0%
AXS B 1.0%
LFUS D 1.0%
WBA F 1.0%
SMAR B 1.0%
MTZ B 1.0%
CNM F 1.0%
MSA D 1.0%
SN B 1.0%
FRPT B 1.0%
LSTR D 1.0%
RLI B 1.0%
ETSY F 1.0%
BIO C 1.0%
H D 1.0%
CFR C 1.0%
LEA F 1.0%
SNV C 1.0%
OSK D 1.0%
TREX F 1.0%
WTFC C 1.0%
GTLB D 1.0%
FAF A 1.0%
PB B 1.0%
BBWI F 1.0%
RYAN C 1.0%
WCC D 1.0%
X D 1.0%
RL B 1.0%
G B 1.0%
SEIC C 1.0%
RRC D 1.0%
MTG B 1.0%
WSC D 1.0%
WFRD D 1.0%
SWN D 1.0%
LBRDK D 1.0%
PCTY D 1.0%
KEX C 1.0%
BRKR D 1.0%
HR B 1.0%
BSY D 1.0%
ARW C 1.0%
SAIC B 1.0%
IONS F 1.0%
AAL D 1.0%
GNTX F 1.0%
PLNT B 1.0%
AGNC A 1.0%
ACHC C 1.0%
ELF F 1.0%
BPOP C 1.0%
STAG B 1.0%
SSD C 1.0%
MKSI F 1.0%
EXEL A 1.0%
NCLH C 1.0%
CR C 1.0%
AR D 1.0%
PNFP B 1.0%
ATI D 1.0%
BRBR C 1.0%
ADC B 1.0%
DTM B 1.0%
CBSH B 1.0%
FR B 1.0%
ITCI D 1.0%
CRUS D 1.0%
SOFI C 1.0%
APG D 1.0%
CIEN C 1.0%
PEN D 1.0%
ELAN D 1.0%
AA D 1.0%
LAD C 1.0%
ALSN B 1.0%
DUOL C 1.0%
WBS D 1.0%
FCN C 1.0%
FMC C 1.0%
BERY B 1.0%
WEX C 1.0%
HLI A 1.0%
WYNN D 1.0%
GMED D 1.0%
COKE C 1.0%
CZR D 1.0%
OGE B 1.0%
DAY C 1.0%
ACI D 1.0%
BFAM B 1.0%
CROX C 1.0%
RBC D 1.0%
RGEN F 1.0%
EXP A 1.0%
COLD D 1.0%
BRX B 1.0%
OWL C 1.0%
MORN C 1.0%
GLOB D 1.0%
CG D 1.0%
UNM B 1.0%
ROKU C 1.0%
PR D 1.0%
DCI D 1.0%
CHRD F 1.0%
TPX C 1.0%
Z B 1.0%
TTC D 1.0%
CHE C 1.0%
GNRC D 1.0%
WAL B 1.0%
SF B 1.0%
SNX D 1.0%
FHN C 1.0%
FYBR C 1.0%
EVR B 1.0%
MGM D 1.0%
OLED C 1.0%
NNN B 1.0%
CAVA B 1.0%
MEDP D 1.0%
GPK A 1.0%
KBR D 1.0%
HRB C 1.0%
EGP B 1.0%
BWXT D 1.0%
AFRM C 1.0%
RGLD B 1.0%
SOLV C 1.0%
SKX C 1.0%
PRI B 1.0%
TKO B 1.0%
ORI B 1.0%
ONTO D 1.0%
EHC B 1.0%
WMS D 1.0%
APA F 1.0%
TPR C 1.0%
CHK D 1.0%
CHDN B 1.0%
MTCH C 1.0%
LNW B 1.0%
WWD D 1.0%
MUSA B 1.0%
AFG B 1.0%
CRL D 1.0%
COHR C 1.0%
TAP C 1.0%
DOX C 1.0%
FOXA C 1.0%
OHI B 1.0%
GL C 1.0%
ATR A 1.0%
PNW A 1.0%
RRX C 1.0%
NLY A 1.0%
NWSA D 1.0%
KNSL C 1.0%
NVT D 1.0%
BJ D 1.0%
AIZ C 1.0%
QRVO F 1.0%
SAIA D 1.0%
JEF B 1.0%
CCK A 1.0%
CACI B 1.0%
TOST C 1.0%
FIX B 1.0%
HII D 1.0%
REXR C 1.0%
ITT C 1.0%
LAMR A 1.0%
CTLT B 1.0%
TXRH D 1.0%
WING B 1.0%
OVV F 1.0%
FND C 1.0%
HEI A 1.0%
EXAS C 1.0%
SCI A 1.0%
PFGC B 1.0%
EWBC D 1.0%
EPAM D 1.0%
RPRX C 1.0%
TFX B 1.0%
CUBE A 1.0%
DOCU C 1.0%
EMN A 1.0%
BLD D 1.0%
SW B 1.0%
INCY C 1.0%
CW B 1.0%
XPO D 1.0%
IPG C 1.0%
AES C 1.0%
JBL D 1.0%
SRPT F 1.0%
NBIX D 1.0%
DKS D 1.0%
CLH B 1.0%
JNPR B 1.0%
JKHY A 1.0%
DT C 1.0%
CPT B 1.0%
ACM B 1.0%
HOOD C 1.0%
IBKR B 1.0%
WPC B 1.0%
ELS B 1.0%
NTRA B 1.0%
AMH B 1.0%
REG B 1.0%
EVRG A 1.0%
USFD A 1.0%
GLPI B 1.0%
CE D 1.0%
RNR B 1.0%
PSTG D 1.0%
TW A 1.0%
UHS B 1.0%
NDSN C 1.0%
VTRS C 1.0%
DLTR F 1.0%
ROL B 1.0%
CASY C 1.0%
LVS D 1.0%
TOL B 1.0%
RGA B 1.0%
RVTY B 1.0%
RPM B 1.0%
FNF B 1.0%
CF C 1.0%
ENPH D 1.0%
UAL C 1.0%
TPL C 1.0%
ZS F 1.0%
CVNA B 1.0%
LYV C 1.0%
LNT A 1.0%
KIM B 1.0%
UTHR C 1.0%
NTNX C 1.0%
MRO D 1.0%
MANH A 1.0%
WSO C 1.0%
RS D 1.0%
FWONK C 1.0%
THC B 1.0%
SSNC A 1.0%
DKNG D 1.0%
VRSN D 1.0%
LPLA F 1.0%
CCL C 1.0%
HEI A 1.0%
AMCR B 1.0%
STLD F 1.0%
ENTG D 1.0%
TXT D 1.0%
ZM C 1.0%
NRG C 1.0%
SUI B 1.0%
BURL B 1.0%
EG B 1.0%
EXPE C 1.0%
CTRA F 1.0%
AVTR B 1.0%
CNP C 1.0%
DG F 1.0%
J D 1.0%
PKG B 1.0%
PINS F 1.0%
TSN C 1.0%
WRB C 1.0%
MAA A 1.0%
MSTR D 1.0%
GPC D 1.0%
CSL C 1.0%
TER D 1.0%
ESS A 1.0%
EQT D 1.0%
MOH C 1.0%
BAX C 1.0%
MDB D 1.0%
HUBB B 1.0%
BAH B 1.0%
MKL C 1.0%
TDY B 1.0%
ARE B 1.0%
WDC D 1.0%
SMCI F 1.0%
LDOS B 1.0%
CPAY C 1.0%
CINF B 1.0%
GDDY D 1.0%
WY C 1.0%
AEE A 1.0%
CBOE B 1.0%
RBLX B 1.0%
RJF C 1.0%
INVH B 1.0%
APP B 1.0%
FCNCA D 1.0%
NET D 1.0%
PPL A 1.0%
NTAP D 1.0%
TYL B 1.0%
BRO B 1.0%
ARES C 1.0%
AXON A 1.0%
DTE A 1.0%
FE B 1.0%
VST C 1.0%
ETR A 1.0%
TTWO D 1.0%
DVN F 1.0%
PHM B 1.0%
NVR B 1.0%
VRT C 1.0%
CPNG B 1.0%
GPN C 1.0%
FITB B 1.0%
CDW D 1.0%
HSY B 1.0%
WEC B 1.0%
EBAY A 1.0%
VMC D 1.0%
CHTR D 1.0%
MLM D 1.0%
CSGP D 1.0%
COIN F 1.0%
ALNY C 1.0%
FANG F 1.0%
DDOG D 1.0%
NUE D 1.0%
EIX B 1.0%
DD B 1.0%
VICI B 1.0%
XEL B 1.0%
SQ D 1.0%
DOW F 1.0%
HES F 1.0%
EXR A 1.0%
EFX B 1.0%
IT B 1.0%
ODFL D 1.0%
GEHC C 1.0%
OTIS C 1.0%
YUM B 1.0%
AME D 1.0%
HWM B 1.0%
CTVA B 1.0%
VRSK D 1.0%
MPWR C 1.0%
PEG A 1.0%
ACGL A 1.0%
KMI B 1.0%
PAYX B 1.0%
LEN B 1.0%
KVUE B 1.0%
MSCI C 1.0%
LHX C 1.0%
PCG B 1.0%
TTD B 1.0%
ROST C 1.0%
O B 1.0%
DHI B 1.0%
WMB A 1.0%
PLTR B 1.0%
AFL B 1.0%
IWR Underweight 165 Positions Relative to DSI
Symbol Grade Weight
CMP F -1.0%
RDUS D -1.0%
HOUS D -1.0%
ACCO C -1.0%
ETD C -1.0%
HSII C -1.0%
KELYA D -1.0%
HAIN D -1.0%
DLX D -1.0%
CLB D -1.0%
SCHL D -1.0%
MD C -1.0%
JACK F -1.0%
UNFI C -1.0%
ODP F -1.0%
TILE B -1.0%
WWW B -1.0%
SCS C -1.0%
XRX F -1.0%
TDOC D -1.0%
BKE B -1.0%
MODG F -1.0%
CABO F -1.0%
TNC D -1.0%
PDCO D -1.0%
LZB C -1.0%
WLY C -1.0%
FL D -1.0%
HBI B -1.0%
MTX F -1.0%
ARCB D -1.0%
HNI C -1.0%
BOH C -1.0%
AVA B -1.0%
CATY C -1.0%
ICFI B -1.0%
GVA B -1.0%
IBOC C -1.0%
MAC B -1.0%
CDP B -1.0%
PCH C -1.0%
SEM D -1.0%
SIG C -1.0%
ORA C -1.0%
ASGN D -1.0%
FUL D -1.0%
ITRI C -1.0%
NJR A -1.0%
EXPO B -1.0%
ONB C -1.0%
LUMN C -1.0%
MTH B -1.0%
ALV F -1.0%
AIT C -1.0%
FLEX D -1.0%
EL F -1.0%
STX D -1.0%
TEAM D -1.0%
DELL D -1.0%
KHC C -1.0%
KDP B -1.0%
EW D -1.0%
CPRT F -1.0%
VLO F -1.0%
TEL D -1.0%
KMB C -1.0%
JCI B -1.0%
FTNT B -1.0%
PCAR D -1.0%
SRE B -1.0%
WDAY D -1.0%
TRV A -1.0%
PSX F -1.0%
TFC D -1.0%
ADSK B -1.0%
MAR D -1.0%
MPC F -1.0%
NXPI F -1.0%
NSC C -1.0%
ROP B -1.0%
CRH B -1.0%
NEM B -1.0%
CARR A -1.0%
APD B -1.0%
ECL A -1.0%
CSX D -1.0%
BDX D -1.0%
TGT C -1.0%
PYPL B -1.0%
PNC B -1.0%
MMM A -1.0%
MSI B -1.0%
CDNS D -1.0%
ITW B -1.0%
SNPS D -1.0%
PH B -1.0%
WELL B -1.0%
HCA A -1.0%
CME B -1.0%
MCO B -1.0%
TT A -1.0%
INTC F -1.0%
EQIX B -1.0%
CL C -1.0%
ZTS B -1.0%
SHW A -1.0%
ICE B -1.0%
SCHW D -1.0%
UPS D -1.0%
NKE D -1.0%
BMY C -1.0%
LRCX F -1.0%
MDLZ B -1.0%
DE B -1.0%
CI B -1.0%
GILD B -1.0%
ADI D -1.0%
AMT B -1.0%
CB B -1.0%
SBUX C -1.0%
MMC A -1.0%
ADP A -1.0%
MS D -1.0%
PLD B -1.0%
ETN C -1.0%
VRTX C -1.0%
ELV B -1.0%
BLK A -1.0%
BKNG B -1.0%
LOW B -1.0%
PGR B -1.0%
AXP B -1.0%
AMAT D -1.0%
UNP B -1.0%
DIS D -1.0%
CAT C -1.0%
SPGI A -1.0%
AMGN B -1.0%
TXN D -1.0%
INTU C -1.0%
NOW B -1.0%
DHR B -1.0%
VZ A -1.0%
IBM A -1.0%
CSCO C -1.0%
MCD B -1.0%
ACN C -1.0%
LIN B -1.0%
PEP B -1.0%
AMD D -1.0%
CRM D -1.0%
ADBE D -1.0%
ORCL B -1.0%
KO B -1.0%
MRK D -1.0%
ABBV B -1.0%
HD B -1.0%
MA A -1.0%
PG A -1.0%
V A -1.0%
TSLA C -1.0%
GOOG D -1.0%
GOOGL D -1.0%
NVDA D -1.0%
MSFT C -1.0%
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