IWR vs IWS overlap - what they share and where they differ

IWR and IWS share 72.5% of their weight across 668 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

IWR and IWS

72.5%

668 shared positions

IWR

iShares Russell Mid-Cap ETF

Reported positions cover 100% of the fund, 808 positions · Jun 30, 2026

Top 10: 5.6%·Holdings of IWR

IWS

iShares Russell Mid-Cap Value ETF

Reported positions cover 100% of the fund, 703 positions · Jun 30, 2026

Top 10: 5.9%·Holdings of IWS

Reported positions cover IWR 100%, IWS 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IWS vs IWR side by side

IWRiShares Russell Mid-Cap ETF

808

stock positions reported to the SEC

22.2% of its weight is in 140 names IWS does not hold

IWSiShares Russell Mid-Cap Value ETF

703

stock positions reported to the SEC

4.9% of its weight is in 35 names IWR does not hold

Where each fund's weight sits

IWR
IWS
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
21.6%
16.8%
Financial Services
11.2%
14.2%
Healthcare
12.9%
12.7%
Industrials
10.4%
9.9%
Consumer Cyclical
9.0%
8.7%

The widest gap is Technology: IWR has 4.8 points more of it.

The figures side by side

IWRIWS
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported808703
Weight of the ten largest5.6%5.9%
Largest positionDDOG 0.6%WBD 0.6%
Held alone140 positions, 22.2%35 positions, 4.9%
Covered by stock positions100%100%

Holdings they share

StockIn IWRIn IWSCounted
URIUnited Rentals, Inc.0.51%0.53%0.51%
COHRCoherent Corp.0.50%0.54%0.50%
PSXPhillips 660.49%0.62%0.49%
WBDWarner Bros Discovery, Inc.0.46%0.63%0.46%
DLRDigital Realty Trust, Inc.0.45%0.62%0.45%
KMIKinder Morgan, Inc.0.45%0.61%0.45%
ALLAllstate Corp. (The)0.44%0.60%0.44%
DALDelta Air Lines, Inc.0.44%0.56%0.44%
HPEHewlett Packard Enterprise Co.0.43%0.59%0.43%
ORealty Income Corp.0.42%0.57%0.42%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IWR

DDOGDatadog, Inc.0.62%
SNOWSnowflake, Inc.0.61%
NETCloudflare, Inc.0.56%
TERTeradyne, Inc.0.55%
ALABAstera Labs, Inc.0.53%
SPGSimon Property Group, Inc.0.52%
FIXComfort Systems USA, Inc.0.50%
LITELumentum Holdings, Inc.0.44%
FLEX LTD.0.43%
WW GRAINGER, INC.0.43%

Only in IWS

FLEX LTD0.58%
ELECTRONIC ARTS INC0.43%
DHID.R. HORTON INC0.40%
IRON MOUNTAIN INC (REIT)0.37%
PG&E CORP0.36%
FWONALIBERTY MEDIA CORP0.22%
JBHTJ.B. HUNT TRANSPORT SERVICES INC0.21%
ELESTEE LAUDER COMPANIES INC (THE)0.16%
WPCW.P. CAREY INC0.16%
WRBW. R. BERKLEY CORP0.16%

Questions people ask

Is IWR the same as IWS?

72.5% of their weight sits in the same 668 holdings. IWR also reports DDOG, SNOW, NET, which the other does not. IWS also reports FLEX LTD, ELECTRONIC ARTS INC, DHI, which the other does not.

How is the overlap between IWR and IWS measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of IWR and 100% of IWS, so the number cannot exceed the smaller coverage.

Which holds more, IWS or IWR?

IWR reports 808 stock positions and IWS reports 703. 22.2% of IWR's weight sits in names IWS does not hold, and 4.9% of IWS's weight in names IWR does not hold. The ten largest positions are 5.6% of IWR and 5.9% of IWS.

How do IWR and IWS differ by sector?

The widest gap is Technology: IWR has 4.8 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.