IWR vs. MFUS ETF Comparison

Comparison of iShares Russell Mid-Cap ETF (IWR) to PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (MFUS)
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

$94.53

Average Daily Volume

1,461,787

Number of Holdings *

803

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

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF

MFUS Description The investment seeks to track the investment results of the RAFI Dynamic Multi-Factor U.S. Index. The fund seeks to achieve its investment objective by investing at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the RAFI Dynamic Multi-Factor U.S. Index. The underlying index is constructed by RAFI Indices, LLC (the index provider) using a rules-based approach to construct factor portfolios within the underlying index. The underlying index consists of factor portfolios, each of which emphasizes one of the following factors: value, low volatility, quality, momentum and size.

Grade (RS Rating)

Last Trade

$51.89

Average Daily Volume

5,619

Number of Holdings *

815

* may have additional holdings in another (foreign) market
Performance
Period IWR MFUS
30 Days 6.87% 2.73%
60 Days 7.84% 3.41%
90 Days 9.96% 5.38%
12 Months 34.02% 32.49%
472 Overlapping Holdings
Symbol Grade Weight in IWR Weight in MFUS Overlap
A D 0.31% 0.05% 0.05%
AA B 0.09% 0.02% 0.02%
AAP C 0.02% 0.01% 0.01%
ACI C 0.07% 0.01% 0.01%
ACM A 0.12% 0.03% 0.03%
ADC B 0.06% 0.01% 0.01%
ADM D 0.21% 0.22% 0.21%
AES F 0.08% 0.01% 0.01%
AFL B 0.51% 0.21% 0.21%
AGCO D 0.05% 0.02% 0.02%
AGNC D 0.06% 0.04% 0.04%
AIZ A 0.09% 0.09% 0.09%
AJG B 0.52% 0.16% 0.16%
AKAM D 0.11% 0.02% 0.02%
ALGN D 0.14% 0.01% 0.01%
ALL A 0.43% 0.26% 0.26%
ALLY C 0.08% 0.05% 0.05%
ALNY D 0.24% 0.06% 0.06%
ALSN B 0.08% 0.11% 0.08%
AMED F 0.02% 0.01% 0.01%
AMG B 0.05% 0.06% 0.05%
AMH D 0.1% 0.04% 0.04%
AMKR D 0.02% 0.03% 0.02%
AMP A 0.46% 0.18% 0.18%
AN C 0.03% 0.06% 0.03%
ANSS B 0.24% 0.05% 0.05%
AOS F 0.07% 0.08% 0.07%
APG B 0.07% 0.02% 0.02%
APP B 0.63% 0.11% 0.11%
AR B 0.07% 0.05% 0.05%
ARES A 0.25% 0.09% 0.09%
ARMK B 0.08% 0.01% 0.01%
ARW D 0.05% 0.04% 0.04%
ATI D 0.06% 0.04% 0.04%
ATO A 0.18% 0.02% 0.02%
ATR B 0.09% 0.08% 0.08%
AVB B 0.27% 0.03% 0.03%
AVT C 0.04% 0.04% 0.04%
AVTR F 0.12% 0.03% 0.03%
AVY D 0.13% 0.09% 0.09%
AWI A 0.06% 0.04% 0.04%
AXTA A 0.07% 0.02% 0.02%
AYI B 0.08% 0.1% 0.08%
BAH F 0.16% 0.15% 0.15%
BALL D 0.15% 0.07% 0.07%
BAX D 0.13% 0.04% 0.04%
BBWI D 0.06% 0.01% 0.01%
BBY D 0.16% 0.21% 0.16%
BC C 0.04% 0.06% 0.04%
BEN C 0.05% 0.02% 0.02%
BERY B 0.06% 0.06% 0.06%
BFAM D 0.05% 0.02% 0.02%
BHF B 0.03% 0.04% 0.03%
BIIB F 0.19% 0.07% 0.07%
BJ A 0.1% 0.03% 0.03%
BK A 0.48% 0.18% 0.18%
BKR B 0.35% 0.08% 0.08%
BLD D 0.09% 0.03% 0.03%
BLDR D 0.17% 0.04% 0.04%
BMRN D 0.1% 0.01% 0.01%
BR A 0.22% 0.17% 0.17%
BRKR D 0.05% 0.02% 0.02%
BRO B 0.22% 0.12% 0.12%
BURL A 0.14% 0.03% 0.03%
BWA D 0.06% 0.01% 0.01%
BWXT B 0.1% 0.11% 0.1%
BXP D 0.1% 0.02% 0.02%
CACC D 0.02% 0.01% 0.01%
CACI D 0.09% 0.09% 0.09%
CAG D 0.1% 0.04% 0.04%
CAH B 0.24% 0.27% 0.24%
CASY A 0.12% 0.16% 0.12%
CBRE B 0.33% 0.05% 0.05%
CBSH A 0.07% 0.01% 0.01%
CC C 0.02% 0.02% 0.02%
CCI D 0.37% 0.07% 0.07%
CCK C 0.09% 0.06% 0.06%
CCL B 0.2% 0.02% 0.02%
CDW F 0.2% 0.03% 0.03%
CE F 0.07% 0.02% 0.02%
CFG B 0.17% 0.04% 0.04%
CFR B 0.07% 0.01% 0.01%
CG A 0.09% 0.03% 0.03%
CHD B 0.22% 0.07% 0.07%
CHE D 0.07% 0.06% 0.06%
CHRW C 0.11% 0.14% 0.11%
CHTR C 0.3% 0.3% 0.3%
CINF A 0.19% 0.02% 0.02%
CLF F 0.04% 0.01% 0.01%
CLH B 0.1% 0.04% 0.04%
CLX B 0.17% 0.12% 0.12%
CMA A 0.07% 0.04% 0.04%
CMI A 0.41% 0.14% 0.14%
CMS C 0.17% 0.03% 0.03%
CNC D 0.25% 0.04% 0.04%
CNM D 0.07% 0.01% 0.01%
COHR B 0.1% 0.03% 0.03%
COIN C 0.5% 0.1% 0.1%
COKE C 0.06% 0.03% 0.03%
COLD D 0.05% 0.03% 0.03%
COR B 0.33% 0.17% 0.17%
CPAY A 0.2% 0.03% 0.03%
CPB D 0.07% 0.04% 0.04%
CPNG D 0.23% 0.04% 0.04%
CPRI F 0.02% 0.01% 0.01%
CPT B 0.1% 0.06% 0.06%
CR A 0.07% 0.01% 0.01%
CRI D 0.02% 0.05% 0.02%
CROX D 0.05% 0.01% 0.01%
CRUS D 0.04% 0.04% 0.04%
CSL C 0.17% 0.02% 0.02%
CTLT B 0.09% 0.02% 0.02%
CTVA C 0.32% 0.04% 0.04%
CUBE D 0.09% 0.04% 0.04%
CW B 0.11% 0.11% 0.11%
CWEN C 0.02% 0.01% 0.01%
CWEN C 0.01% 0.01% 0.01%
DCI B 0.08% 0.04% 0.04%
DD D 0.28% 0.1% 0.1%
DDS B 0.01% 0.03% 0.01%
DECK A 0.22% 0.17% 0.17%
DFS B 0.36% 0.1% 0.1%
DG F 0.14% 0.09% 0.09%
DGX A 0.15% 0.09% 0.09%
DHI D 0.39% 0.06% 0.06%
DINO D 0.05% 0.01% 0.01%
DKS C 0.09% 0.08% 0.08%
DLB B 0.03% 0.02% 0.02%
DLR B 0.48% 0.09% 0.09%
DLTR F 0.11% 0.03% 0.03%
DOV A 0.23% 0.04% 0.04%
DOW F 0.26% 0.02% 0.02%
DOX D 0.08% 0.03% 0.03%
DPZ C 0.12% 0.13% 0.12%
DRI B 0.16% 0.03% 0.03%
DTE C 0.2% 0.02% 0.02%
DTM B 0.08% 0.01% 0.01%
DVA B 0.07% 0.16% 0.07%
DXC B 0.03% 0.01% 0.01%
EA A 0.36% 0.18% 0.18%
EBAY D 0.26% 0.36% 0.26%
ED D 0.28% 0.05% 0.05%
EFX F 0.25% 0.11% 0.11%
EHC B 0.08% 0.09% 0.08%
EIX B 0.26% 0.05% 0.05%
ELAN D 0.06% 0.01% 0.01%
ELS C 0.11% 0.04% 0.04%
EME C 0.19% 0.04% 0.04%
EMN D 0.1% 0.04% 0.04%
EQH B 0.12% 0.08% 0.08%
EQR B 0.23% 0.04% 0.04%
ES D 0.18% 0.03% 0.03%
ESAB B 0.06% 0.01% 0.01%
ESI A 0.05% 0.01% 0.01%
ESS B 0.16% 0.04% 0.04%
ETR B 0.26% 0.05% 0.05%
EVR B 0.09% 0.13% 0.09%
EVRG A 0.12% 0.02% 0.02%
EWBC A 0.12% 0.02% 0.02%
EXC C 0.32% 0.07% 0.07%
EXEL B 0.08% 0.05% 0.05%
EXP A 0.08% 0.07% 0.07%
EXPD D 0.14% 0.11% 0.11%
EXR D 0.28% 0.11% 0.11%
FAF A 0.05% 0.02% 0.02%
FANG D 0.27% 0.05% 0.05%
FAST B 0.39% 0.13% 0.13%
FCN D 0.06% 0.05% 0.05%
FCNCA A 0.22% 0.06% 0.06%
FDS B 0.15% 0.04% 0.04%
FE C 0.2% 0.03% 0.03%
FFIV B 0.11% 0.06% 0.06%
FHN A 0.09% 0.01% 0.01%
FICO B 0.44% 0.25% 0.25%
FIS C 0.41% 0.07% 0.07%
FITB A 0.26% 0.04% 0.04%
FIX A 0.13% 0.06% 0.06%
FLO D 0.03% 0.04% 0.03%
FNF B 0.13% 0.03% 0.03%
FOXA B 0.09% 0.11% 0.09%
FR C 0.06% 0.01% 0.01%
FTI A 0.1% 0.04% 0.04%
FYBR D 0.07% 0.01% 0.01%
G B 0.06% 0.06% 0.06%
GAP C 0.04% 0.06% 0.04%
GDDY A 0.21% 0.12% 0.12%
GEHC F 0.31% 0.07% 0.07%
GEN B 0.13% 0.11% 0.11%
GGG B 0.12% 0.03% 0.03%
GIS D 0.29% 0.17% 0.17%
GLPI C 0.11% 0.07% 0.07%
GLW B 0.29% 0.2% 0.2%
GME C 0.08% 0.02% 0.02%
GMED A 0.08% 0.03% 0.03%
GNRC B 0.09% 0.06% 0.06%
GNTX C 0.06% 0.05% 0.05%
GPK C 0.07% 0.08% 0.07%
GWRE A 0.13% 0.02% 0.02%
GWW B 0.42% 0.21% 0.21%
H B 0.06% 0.01% 0.01%
HBAN A 0.21% 0.03% 0.03%
HEI B 0.1% 0.04% 0.04%
HEI B 0.14% 0.04% 0.04%
HIG B 0.28% 0.06% 0.06%
HII D 0.06% 0.02% 0.02%
HLI B 0.08% 0.08% 0.08%
HLT A 0.5% 0.1% 0.1%
HOG D 0.03% 0.02% 0.02%
HOLX D 0.15% 0.03% 0.03%
HOOD B 0.18% 0.04% 0.04%
HPE B 0.23% 0.11% 0.11%
HPQ B 0.3% 0.28% 0.28%
HRB D 0.07% 0.08% 0.07%
HRL D 0.07% 0.02% 0.02%
HSIC B 0.07% 0.03% 0.03%
HST C 0.1% 0.02% 0.02%
HSY F 0.21% 0.05% 0.05%
HUBB B 0.19% 0.03% 0.03%
HUN F 0.03% 0.0% 0.0%
HWM A 0.37% 0.17% 0.17%
HXL D 0.04% 0.03% 0.03%
IBKR A 0.16% 0.06% 0.06%
IDXX F 0.29% 0.05% 0.05%
IEX B 0.14% 0.09% 0.09%
IFF D 0.18% 0.03% 0.03%
INCY C 0.1% 0.01% 0.01%
INGR B 0.08% 0.07% 0.07%
INVH D 0.17% 0.04% 0.04%
IP B 0.16% 0.09% 0.09%
IPG D 0.08% 0.04% 0.04%
IR B 0.34% 0.09% 0.09%
IRM D 0.28% 0.12% 0.12%
IT C 0.32% 0.15% 0.15%
ITT A 0.1% 0.08% 0.08%
IVZ B 0.05% 0.03% 0.03%
JBHT C 0.12% 0.02% 0.02%
JBL B 0.12% 0.03% 0.03%
JEF A 0.11% 0.03% 0.03%
JHG A 0.05% 0.04% 0.04%
JKHY D 0.1% 0.1% 0.1%
JLL D 0.1% 0.06% 0.06%
JNPR F 0.1% 0.13% 0.1%
JWN C 0.02% 0.04% 0.02%
K A 0.17% 0.15% 0.15%
KBR F 0.06% 0.02% 0.02%
KD B 0.05% 0.05% 0.05%
KEX C 0.06% 0.02% 0.02%
KEY B 0.15% 0.03% 0.03%
KIM A 0.14% 0.02% 0.02%
KMI A 0.44% 0.11% 0.11%
KMPR B 0.04% 0.03% 0.03%
KNX B 0.07% 0.01% 0.01%
KR B 0.32% 0.38% 0.32%
KSS F 0.02% 0.02% 0.02%
L A 0.12% 0.06% 0.06%
LAD A 0.08% 0.02% 0.02%
LAMR D 0.09% 0.05% 0.05%
LBRDK C 0.08% 0.03% 0.03%
LDOS C 0.18% 0.11% 0.11%
LEA D 0.04% 0.01% 0.01%
LECO B 0.09% 0.06% 0.06%
LEG F 0.01% 0.02% 0.01%
LEN D 0.01% 0.06% 0.01%
LEN D 0.33% 0.06% 0.06%
LHX C 0.38% 0.26% 0.26%
LII A 0.16% 0.21% 0.16%
LNC B 0.04% 0.03% 0.03%
LNT A 0.13% 0.02% 0.02%
LNW D 0.07% 0.02% 0.02%
LOPE B 0.04% 0.05% 0.04%
LPLA A 0.19% 0.07% 0.07%
LPX B 0.06% 0.08% 0.06%
LSTR D 0.05% 0.09% 0.05%
LW C 0.09% 0.03% 0.03%
LYB F 0.18% 0.15% 0.15%
M D 0.04% 0.02% 0.02%
MAA B 0.15% 0.02% 0.02%
MAN D 0.02% 0.03% 0.02%
MANH D 0.14% 0.03% 0.03%
MAS D 0.14% 0.06% 0.06%
MASI A 0.06% 0.03% 0.03%
MDU D 0.03% 0.02% 0.02%
MHK D 0.06% 0.01% 0.01%
MKC D 0.15% 0.05% 0.05%
MKSI C 0.06% 0.01% 0.01%
MKTX D 0.08% 0.02% 0.02%
MLM B 0.29% 0.07% 0.07%
MORN B 0.07% 0.03% 0.03%
MOS F 0.07% 0.01% 0.01%
MPWR F 0.22% 0.06% 0.06%
MRO B 0.13% 0.03% 0.03%
MSA D 0.05% 0.02% 0.02%
MSCI C 0.38% 0.07% 0.07%
MSM C 0.03% 0.06% 0.03%
MTB A 0.29% 0.04% 0.04%
MTD D 0.21% 0.08% 0.08%
MTG C 0.05% 0.02% 0.02%
MTN C 0.06% 0.05% 0.05%
MUSA A 0.08% 0.16% 0.08%
NBIX C 0.1% 0.04% 0.04%
NDAQ A 0.27% 0.05% 0.05%
NDSN B 0.12% 0.04% 0.04%
NEU C 0.03% 0.02% 0.02%
NFG A 0.05% 0.05% 0.05%
NI A 0.14% 0.02% 0.02%
NNN D 0.06% 0.01% 0.01%
NOV C 0.05% 0.01% 0.01%
NRG B 0.16% 0.07% 0.07%
NTAP C 0.2% 0.1% 0.1%
NTRS A 0.18% 0.03% 0.03%
NUE C 0.29% 0.08% 0.08%
NVR D 0.21% 0.09% 0.09%
NWL B 0.03% 0.02% 0.02%
NWSA B 0.09% 0.04% 0.04%
NXST C 0.04% 0.05% 0.04%
NYT C 0.07% 0.03% 0.03%
O D 0.41% 0.05% 0.05%
OC A 0.14% 0.02% 0.02%
ODFL B 0.35% 0.02% 0.02%
OGN D 0.03% 0.04% 0.03%
OHI C 0.08% 0.02% 0.02%
OKE A 0.53% 0.1% 0.1%
OLN D 0.04% 0.04% 0.04%
OMC C 0.15% 0.06% 0.06%
OMF A 0.05% 0.03% 0.03%
OSK B 0.06% 0.04% 0.04%
OTIS C 0.33% 0.07% 0.07%
PAG B 0.02% 0.02% 0.02%
PARA C 0.05% 0.01% 0.01%
PAYX C 0.38% 0.04% 0.04%
PB A 0.06% 0.01% 0.01%
PEG A 0.37% 0.06% 0.06%
PFG D 0.16% 0.01% 0.01%
PHM D 0.22% 0.1% 0.1%
PINC B 0.02% 0.03% 0.02%
PK B 0.02% 0.06% 0.02%
PKG A 0.17% 0.1% 0.1%
PLTR B 1.09% 0.23% 0.23%
PNR A 0.14% 0.02% 0.02%
PNW B 0.09% 0.01% 0.01%
POOL C 0.11% 0.07% 0.07%
POST C 0.04% 0.05% 0.04%
PPC C 0.02% 0.01% 0.01%
PPG F 0.24% 0.04% 0.04%
PPL B 0.21% 0.04% 0.04%
PRU A 0.38% 0.23% 0.23%
PSN D 0.04% 0.02% 0.02%
PSTG D 0.12% 0.04% 0.04%
PTC A 0.19% 0.04% 0.04%
PVH C 0.05% 0.02% 0.02%
PWR A 0.39% 0.12% 0.12%
QRVO F 0.05% 0.01% 0.01%
R B 0.06% 0.07% 0.06%
RBC A 0.07% 0.01% 0.01%
RCL A 0.45% 0.1% 0.1%
RF A 0.2% 0.02% 0.02%
RGA A 0.13% 0.06% 0.06%
RGLD C 0.08% 0.04% 0.04%
RHI B 0.06% 0.02% 0.02%
RKT F 0.02% 0.01% 0.01%
RL B 0.07% 0.03% 0.03%
RLI B 0.06% 0.03% 0.03%
RMD C 0.28% 0.16% 0.16%
ROL B 0.12% 0.07% 0.07%
RPM A 0.14% 0.13% 0.13%
RPRX D 0.08% 0.03% 0.03%
RRC B 0.07% 0.03% 0.03%
RS B 0.15% 0.04% 0.04%
RVTY F 0.11% 0.01% 0.01%
RYN D 0.04% 0.02% 0.02%
SAIC F 0.05% 0.01% 0.01%
SAM C 0.02% 0.02% 0.02%
SBAC D 0.2% 0.03% 0.03%
SCI B 0.1% 0.07% 0.07%
SEB F 0.01% 0.01% 0.01%
SEE C 0.04% 0.06% 0.04%
SEIC B 0.07% 0.09% 0.07%
SF B 0.09% 0.02% 0.02%
SJM D 0.09% 0.04% 0.04%
SKX D 0.07% 0.02% 0.02%
SLGN A 0.04% 0.05% 0.04%
SLM A 0.04% 0.06% 0.04%
SMCI F 0.08% 0.05% 0.05%
SMG D 0.03% 0.04% 0.03%
SNDR B 0.01% 0.02% 0.01%
SNV B 0.07% 0.02% 0.02%
SON D 0.04% 0.04% 0.04%
SPB C 0.02% 0.01% 0.01%
SPG B 0.48% 0.16% 0.16%
SPR D 0.03% 0.01% 0.01%
SQ B 0.39% 0.06% 0.06%
SSNC B 0.13% 0.02% 0.02%
STE F 0.18% 0.07% 0.07%
STLD B 0.17% 0.04% 0.04%
SUI D 0.13% 0.05% 0.05%
SYF B 0.21% 0.31% 0.21%
SYY B 0.31% 0.12% 0.12%
TAP C 0.09% 0.09% 0.09%
TDC D 0.02% 0.01% 0.01%
TER D 0.13% 0.03% 0.03%
TFX F 0.08% 0.02% 0.02%
THC D 0.12% 0.28% 0.12%
THG A 0.05% 0.05% 0.05%
THO B 0.05% 0.07% 0.05%
TKR D 0.04% 0.04% 0.04%
TOL B 0.13% 0.06% 0.06%
TPR B 0.11% 0.01% 0.01%
TPX B 0.08% 0.03% 0.03%
TRGP B 0.35% 0.11% 0.11%
TROW B 0.21% 0.09% 0.09%
TSCO D 0.24% 0.11% 0.11%
TSN B 0.15% 0.18% 0.15%
TTC D 0.07% 0.06% 0.06%
TTEK F 0.09% 0.01% 0.01%
TTWO A 0.25% 0.07% 0.07%
TW A 0.12% 0.06% 0.06%
TXRH C 0.11% 0.06% 0.06%
TYL B 0.21% 0.08% 0.08%
UAL A 0.25% 0.02% 0.02%
UDR B 0.12% 0.03% 0.03%
UGI A 0.04% 0.01% 0.01%
UHAL D 0.0% 0.01% 0.0%
UHAL D 0.05% 0.01% 0.01%
UHAL D 0.05% 0.01% 0.01%
UHAL D 0.0% 0.01% 0.0%
UHS D 0.1% 0.06% 0.06%
ULTA F 0.14% 0.04% 0.04%
UNM A 0.1% 0.04% 0.04%
URI B 0.46% 0.09% 0.09%
USFD A 0.12% 0.05% 0.05%
UTHR C 0.13% 0.19% 0.13%
VFC C 0.06% 0.02% 0.02%
VIRT B 0.02% 0.06% 0.02%
VLTO D 0.21% 0.04% 0.04%
VNO B 0.06% 0.07% 0.06%
VNT B 0.05% 0.01% 0.01%
VRSK A 0.33% 0.16% 0.16%
VRSN F 0.13% 0.04% 0.04%
VST B 0.4% 0.23% 0.23%
VTR C 0.21% 0.04% 0.04%
VTRS A 0.13% 0.14% 0.13%
VVV F 0.05% 0.02% 0.02%
WAB B 0.28% 0.05% 0.05%
WAL B 0.08% 0.02% 0.02%
WAT B 0.17% 0.05% 0.05%
WBA F 0.05% 0.12% 0.05%
WBS A 0.09% 0.02% 0.02%
WCC B 0.07% 0.09% 0.07%
WDC D 0.17% 0.08% 0.08%
WEN D 0.03% 0.05% 0.03%
WH B 0.06% 0.04% 0.04%
WHR B 0.05% 0.03% 0.03%
WMB A 0.57% 0.1% 0.1%
WMS D 0.08% 0.02% 0.02%
WOLF F 0.01% 0.0% 0.0%
WPC D 0.1% 0.03% 0.03%
WRB A 0.15% 0.02% 0.02%
WSM B 0.14% 0.18% 0.14%
WSO A 0.15% 0.17% 0.15%
WST C 0.19% 0.05% 0.05%
WTFC A 0.07% 0.01% 0.01%
WTM A 0.04% 0.04% 0.04%
WTW B 0.26% 0.11% 0.11%
WU D 0.02% 0.06% 0.02%
WWD B 0.08% 0.01% 0.01%
X C 0.07% 0.03% 0.03%
XPO B 0.14% 0.04% 0.04%
XRAY F 0.03% 0.02% 0.02%
XYL D 0.24% 0.1% 0.1%
YUM B 0.31% 0.13% 0.13%
ZBRA B 0.16% 0.04% 0.04%
ZION B 0.07% 0.02% 0.02%
IWR Overweight 333 Positions Relative to MFUS
Symbol Grade Weight
MSTR C 0.44%
TTD B 0.43%
LNG B 0.4%
KVUE A 0.38%
ROST C 0.38%
AME A 0.37%
PCG A 0.37%
VRT B 0.36%
AXON A 0.35%
DAL C 0.34%
FERG B 0.33%
HES B 0.33%
CTSH B 0.32%
XEL A 0.32%
DDOG A 0.31%
ACGL D 0.3%
VMC B 0.3%
IQV D 0.29%
GRMN B 0.27%
ROK B 0.27%
VICI C 0.27%
HUBS A 0.27%
HUM C 0.27%
MCHP D 0.27%
WEC A 0.26%
VEEV C 0.26%
DXCM D 0.25%
RJF A 0.25%
STT A 0.24%
CSGP D 0.24%
GPN B 0.24%
ON D 0.23%
HAL C 0.22%
AWK D 0.22%
FTV C 0.22%
SW A 0.22%
NET B 0.22%
EQT B 0.21%
TPL A 0.21%
RBLX C 0.21%
KEYS A 0.21%
CVNA B 0.21%
DVN F 0.2%
AEE A 0.2%
WY D 0.19%
EXPE B 0.19%
ZBH C 0.19%
ZM B 0.18%
ILMN D 0.18%
EXE B 0.18%
TDY B 0.18%
MKL A 0.18%
WBD C 0.18%
FSLR F 0.17%
LYV A 0.17%
CBOE B 0.17%
CTRA B 0.16%
COO D 0.16%
LUV C 0.16%
CNP B 0.16%
MDB C 0.16%
LH C 0.16%
DKNG B 0.15%
TOST B 0.15%
PODD C 0.15%
ARE D 0.15%
SNA A 0.15%
ZS C 0.15%
TRU D 0.15%
TWLO A 0.14%
NTRA B 0.14%
FWONK B 0.14%
NTNX A 0.14%
LVS C 0.14%
PINS D 0.14%
GPC D 0.14%
MOH F 0.14%
TRMB B 0.14%
J F 0.14%
DT C 0.13%
CF B 0.13%
TXT D 0.13%
EG C 0.13%
DOCU A 0.13%
SOFI A 0.12%
APTV D 0.12%
DOC D 0.12%
AMCR D 0.12%
ENTG D 0.12%
PFGC B 0.11%
AFRM B 0.11%
EPAM C 0.11%
SWK D 0.11%
RNR C 0.11%
SWKS F 0.11%
REG B 0.11%
SAIA B 0.11%
OVV B 0.1%
Z A 0.1%
OKTA C 0.1%
NVT B 0.1%
ALB C 0.1%
ALLE D 0.1%
KMX B 0.1%
BG F 0.1%
PRI A 0.09%
TECH D 0.09%
CAVA B 0.09%
FND C 0.09%
PAYC B 0.09%
DAY B 0.09%
RRX B 0.09%
DUOL A 0.09%
NCLH B 0.09%
OWL A 0.09%
FBIN D 0.08%
AAON B 0.08%
WYNN D 0.08%
WING D 0.08%
ORI A 0.08%
SOLV C 0.08%
FRT B 0.08%
BRBR A 0.08%
TKO B 0.08%
SRPT D 0.08%
PNFP B 0.08%
AAL B 0.08%
CRL C 0.08%
CNH C 0.08%
CIEN B 0.08%
PR B 0.08%
GL B 0.08%
WTRG B 0.08%
CHDN B 0.08%
NLY C 0.08%
AFG A 0.08%
LKQ D 0.08%
KNSL B 0.08%
CHRD D 0.07%
MTCH D 0.07%
MEDP D 0.07%
CZR F 0.07%
APA D 0.07%
VOYA B 0.07%
PLNT A 0.07%
RIVN F 0.07%
EGP F 0.07%
MTZ B 0.07%
GLOB B 0.07%
OGE B 0.07%
ITCI C 0.07%
HAS D 0.07%
BILL A 0.07%
BRX A 0.07%
MGM D 0.07%
SNX C 0.07%
PCTY B 0.07%
ROKU D 0.07%
PEN B 0.07%
EXAS D 0.07%
REXR F 0.07%
CFLT B 0.06%
SN D 0.06%
LSCC D 0.06%
AXS A 0.06%
MTDR B 0.06%
VMI B 0.06%
FMC D 0.06%
DAR C 0.06%
ALK C 0.06%
CGNX C 0.06%
BPOP B 0.06%
MTSI B 0.06%
GXO B 0.06%
FRPT B 0.06%
RGEN D 0.06%
ESTC C 0.06%
GTLB B 0.06%
S B 0.06%
MIDD C 0.06%
CART C 0.06%
RYAN B 0.06%
WEX D 0.06%
PCOR B 0.06%
TREX C 0.06%
SMAR A 0.06%
JAZZ B 0.06%
SSD D 0.06%
OLED D 0.06%
ONTO D 0.06%
FLS B 0.06%
ENPH F 0.06%
LITE B 0.05%
RITM C 0.05%
PATH C 0.05%
OLLI D 0.05%
FOX A 0.05%
ETSY D 0.05%
LFUS F 0.05%
FNB A 0.05%
WFRD D 0.05%
IDA A 0.05%
LAZ B 0.05%
FOUR B 0.05%
DOCS C 0.05%
STWD C 0.05%
BIO D 0.05%
SITE D 0.05%
SIRI C 0.05%
MAT D 0.05%
WSC D 0.05%
COLB A 0.05%
BSY D 0.05%
ELF C 0.05%
DBX B 0.05%
STAG F 0.05%
LYFT C 0.05%
AZEK A 0.05%
HR C 0.05%
AZPN A 0.05%
EEFT B 0.04%
CELH F 0.04%
KRC C 0.04%
CUZ B 0.04%
RH B 0.04%
AGO B 0.04%
FIVE F 0.04%
ST F 0.04%
HCP B 0.04%
ROIV C 0.04%
BYD C 0.04%
INSP D 0.04%
AL B 0.04%
BROS B 0.04%
CIVI D 0.04%
OZK B 0.04%
AM A 0.04%
VNOM A 0.04%
U C 0.04%
VKTX F 0.04%
APPF B 0.04%
CCCS B 0.04%
IONS F 0.04%
TPG A 0.04%
AMTM D 0.03%
PENN C 0.03%
VAC B 0.03%
ZI D 0.03%
YETI C 0.03%
NCNO B 0.03%
IRDM D 0.03%
EPR D 0.03%
ZG A 0.03%
HIW D 0.03%
PII D 0.03%
ACHC F 0.03%
FHB A 0.03%
IAC D 0.03%
NVST B 0.03%
W F 0.03%
TNL A 0.03%
NWS B 0.03%
PRGO B 0.03%
DNB B 0.03%
ASH D 0.03%
PEGA A 0.03%
LINE F 0.03%
RARE D 0.03%
CHH A 0.03%
GFS C 0.03%
MSGS A 0.03%
GTES A 0.03%
WLK D 0.03%
VSTS C 0.02%
UAA C 0.02%
ALAB B 0.02%
QDEL F 0.02%
LBTYK A 0.02%
INFA D 0.02%
LBTYA B 0.02%
IPGP D 0.02%
LCID F 0.02%
SHC F 0.02%
ADT C 0.02%
AZTA D 0.02%
RCM F 0.02%
HAYW B 0.02%
ALGM D 0.02%
MP B 0.02%
HHH B 0.02%
ENOV C 0.02%
MPW F 0.02%
AGR B 0.02%
BOKF B 0.02%
CXT B 0.02%
APLS D 0.02%
COTY F 0.02%
DV C 0.02%
FIVN C 0.02%
COLM B 0.02%
ECG C 0.02%
RNG B 0.02%
SNRE D 0.02%
NSA D 0.02%
LLYVK A 0.02%
UWMC D 0.01%
PLTK B 0.01%
TFSL A 0.01%
LOAR A 0.01%
CNA B 0.01%
AS B 0.01%
CERT F 0.01%
PYCR C 0.01%
LLYVA A 0.01%
UI A 0.01%
TXG F 0.01%
REYN D 0.01%
TRIP F 0.01%
LBRDA C 0.01%
DJT C 0.01%
GO C 0.01%
QS F 0.01%
CAR C 0.01%
FTRE D 0.01%
FWONA B 0.01%
UA C 0.01%
CLVT F 0.01%
BIRK D 0.01%
CNXC F 0.01%
PARAA B 0.0%
SEG B 0.0%
GRAL C 0.0%
NFE D 0.0%
IWR Underweight 348 Positions Relative to MFUS
Symbol Grade Weight
BRK.A B -2.42%
LLY F -2.39%
META D -2.35%
NVDA C -1.9%
WMT A -1.71%
AMZN C -1.71%
AVGO D -1.59%
ORCL B -1.52%
ABBV D -1.36%
COST B -1.35%
JNJ D -1.18%
IBM C -1.05%
PG A -1.01%
VZ C -1.0%
KO D -1.0%
JPM A -0.99%
WFC A -0.97%
AAPL C -0.96%
AMGN D -0.94%
GILD C -0.87%
PM B -0.87%
MRK F -0.84%
UNH C -0.79%
QCOM F -0.77%
LMT D -0.75%
PEP F -0.74%
TGT F -0.74%
MO A -0.73%
T A -0.73%
C A -0.69%
CSCO B -0.68%
CVS D -0.65%
MCK B -0.63%
HD A -0.62%
MMM D -0.6%
PGR A -0.59%
PFE D -0.57%
GE D -0.56%
AMAT F -0.55%
MCD D -0.53%
NFLX A -0.52%
UNP C -0.51%
BAC A -0.45%
XOM B -0.43%
TMUS B -0.43%
BKNG A -0.42%
GS A -0.41%
BMY B -0.41%
GM B -0.4%
CVX A -0.39%
TJX A -0.37%
NOW A -0.36%
REGN F -0.36%
CL D -0.35%
LOW D -0.35%
NOC D -0.35%
MPC D -0.34%
AIG B -0.34%
MET A -0.32%
V A -0.31%
ISRG A -0.29%
ICE C -0.29%
TXN C -0.29%
COF B -0.29%
SPGI C -0.29%
WM A -0.28%
MA C -0.28%
TMO F -0.28%
AZO C -0.28%
ACN C -0.25%
PANW C -0.25%
HCA F -0.25%
SFM A -0.25%
ANF C -0.25%
DHR F -0.24%
GD F -0.24%
UPS C -0.24%
AON A -0.24%
KLAC D -0.23%
AXP A -0.23%
MDLZ F -0.23%
PSX C -0.23%
RTX C -0.22%
SHW A -0.22%
NEE D -0.22%
MS A -0.22%
VRTX F -0.22%
UBER D -0.21%
MSI B -0.2%
MMC B -0.2%
INTC D -0.2%
TRV B -0.2%
BSX B -0.2%
ORLY B -0.2%
CAT B -0.2%
CMG B -0.2%
FI A -0.19%
BLK C -0.19%
CTAS B -0.19%
LRCX F -0.17%
ELV F -0.16%
NEM D -0.16%
MU D -0.16%
F C -0.16%
CB C -0.16%
VLO C -0.16%
KMB D -0.16%
CMCSA B -0.16%
TDG D -0.15%
MCO B -0.15%
KHC F -0.15%
KKR A -0.15%
CME A -0.14%
ANET C -0.14%
PH A -0.14%
BX A -0.13%
SO D -0.13%
DUK C -0.13%
RSG A -0.13%
AMT D -0.13%
CI F -0.13%
WELL A -0.12%
PNC B -0.12%
PYPL B -0.12%
APH A -0.12%
CEG D -0.11%
USB A -0.11%
CRS A -0.11%
DASH A -0.11%
CSX B -0.11%
ADP B -0.11%
BDX F -0.11%
JXN C -0.1%
ITW B -0.1%
TFC A -0.09%
CPRT A -0.09%
MLI C -0.09%
EMR A -0.09%
CALM A -0.09%
ADSK A -0.09%
TMHC B -0.09%
GPI A -0.09%
PSA D -0.09%
SBUX A -0.09%
AEP D -0.08%
SLG B -0.08%
ECL D -0.08%
SRE A -0.08%
ABG B -0.08%
UFPI B -0.07%
JCI C -0.07%
COP C -0.07%
BCC B -0.07%
NSC B -0.07%
D C -0.07%
SKYW B -0.07%
GEO B -0.07%
CNX A -0.07%
FTNT C -0.07%
KDP D -0.07%
AEO F -0.07%
MNST C -0.07%
HCC B -0.07%
STZ D -0.06%
ATGE B -0.06%
TPH D -0.06%
BFH B -0.06%
NKE D -0.06%
KTB B -0.06%
CMC B -0.06%
MTH D -0.06%
LUMN C -0.06%
ROP B -0.06%
TDS B -0.05%
CNO A -0.05%
PRIM A -0.05%
FLEX A -0.05%
NSIT F -0.05%
URBN C -0.05%
MOG.A B -0.05%
TGNA B -0.05%
CARR D -0.05%
COOP B -0.05%
SCHW B -0.05%
ZTS D -0.05%
TEX D -0.05%
CBT C -0.05%
GVA A -0.05%
HBI B -0.05%
MMS F -0.05%
BTU B -0.05%
LANC C -0.04%
SEM B -0.04%
CXW B -0.04%
BDC B -0.04%
SLVM B -0.04%
ADBE C -0.04%
FL F -0.04%
RUSHA C -0.04%
TRN C -0.04%
SANM B -0.04%
CVLT B -0.04%
MAC B -0.04%
GBX A -0.04%
HUBG A -0.04%
SIG B -0.04%
MHO D -0.04%
GATX A -0.04%
CRBG B -0.04%
AROC B -0.04%
ABM B -0.04%
ERIE D -0.04%
WERN C -0.04%
MAR B -0.04%
DRH B -0.03%
PNM F -0.03%
ACA A -0.03%
LZB B -0.03%
HAE C -0.03%
UNF B -0.03%
APAM B -0.03%
VC D -0.03%
DK C -0.03%
BKE B -0.03%
FHI A -0.03%
DELL C -0.03%
PLXS B -0.03%
OI C -0.03%
PRG C -0.03%
APLE B -0.03%
ASO F -0.03%
SHOO D -0.03%
AVA A -0.03%
DBRG F -0.03%
GMS B -0.03%
BKU A -0.03%
CDP C -0.03%
KBH D -0.03%
GNW A -0.03%
SM B -0.03%
MC C -0.03%
MATX C -0.03%
ODP F -0.02%
IOSP B -0.02%
LXP D -0.02%
SAH A -0.02%
TTMI B -0.02%
VSH D -0.02%
LAUR A -0.02%
BHE B -0.02%
GT C -0.02%
PHIN A -0.02%
ANDE D -0.02%
NSP D -0.02%
HP B -0.02%
DNOW B -0.02%
REZI A -0.02%
PMT D -0.02%
HNI B -0.02%
WKC D -0.02%
OSIS B -0.02%
NAVI C -0.02%
EPC D -0.02%
JBLU F -0.02%
PFSI D -0.02%
THS D -0.02%
SXT B -0.02%
RLJ C -0.02%
YELP C -0.02%
DORM B -0.02%
APOG B -0.02%
XHR B -0.02%
PDCO D -0.02%
PBF D -0.02%
NTCT C -0.02%
VSCO B -0.02%
MCY A -0.02%
AIR B -0.02%
SBH C -0.02%
VSTO A -0.02%
ADNT F -0.02%
ORA B -0.02%
GEF A -0.02%
GHC C -0.02%
STC B -0.02%
SVC F -0.01%
JELD F -0.01%
SCL C -0.01%
MLKN D -0.01%
IGT F -0.01%
ARI C -0.01%
WOR F -0.01%
CNXN C -0.01%
GIII D -0.01%
ECPG B -0.01%
ALEX C -0.01%
UVV B -0.01%
JBGS D -0.01%
HTH B -0.01%
RDN C -0.01%
IMKTA C -0.01%
XRX F -0.01%
SR A -0.01%
OUT A -0.01%
SHO C -0.01%
WGO C -0.01%
CNS B -0.01%
SSB B -0.01%
SWX B -0.01%
KALU C -0.01%
CENTA C -0.01%
CVI F -0.01%
ARCH B -0.01%
PECO A -0.01%
OMI F -0.01%
FDP B -0.01%
SIGI C -0.01%
WAFD B -0.01%
BRC D -0.01%
DY D -0.01%
FELE B -0.01%
DAN D -0.01%
WMK C -0.01%
FLR B -0.01%
KN B -0.01%
STRA C -0.01%
ESNT D -0.01%
IDCC A -0.01%
LADR B -0.01%
NNI D -0.01%
GES F -0.01%
ONB B -0.01%
MUR D -0.01%
ICUI D -0.01%
CSGS B -0.01%
TNET D -0.01%
HE C -0.01%
CADE B -0.01%
PSMT C -0.01%
SATS D -0.01%
SLB C -0.01%
GOLF B -0.01%
DEI B -0.01%
AMWD C -0.01%
PTEN C -0.01%
SCS C -0.01%
SCCO F -0.0%
NOMD D -0.0%
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