IJT vs IWR: Holdings Overlap
IJTiShares S&P Small-Cap 600 Growth ETF
iShares · 341 holdings · $8.5B · as of 2026-03-31
IWRiShares Russell Mid-Cap ETF
iShares · 806 holdings · $57.6B · as of 2026-03-31
How similar are IJT and IWR?
iShares S&P Small-Cap 600 Growth ETF (IJT, by iShares) holds 341 positions; iShares Russell Mid-Cap ETF (IWR, by iShares) holds 806. They have 32 holdings in common, and by portfolio weight the two funds are 1.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 1.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 32IJT holds 341 · IWR holds 806
- Weight in Shared Holdings
- IJT 12%·IWR 1%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in IJT
309 of 341 positions (87.5% of the fund) are not held by IWR. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJT | IWR |
|---|---|---|
| Industrials | 22.0% | 18.7% |
| Information Technology | 15.7% | 13.0% |
| Health Care | 15.2% | 9.2% |
| Financials | 14.3% | 13.6% |
| Consumer Discretionary | 10.8% | 10.8% |
| Other Sectors | 20.3% | 34.3% |
| Unclassified | 1.0% | 0.1% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (1% of IJT, 0% of IWR).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJT | +1.2% | +25.8% | +33.4% | +15.2% | +6.7% | +11.1% | 0.68% |
| IWR | +2.9% | +18.1% | +23.0% | +16.4% | +8.5% | +11.6% | 1.12% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in IJT vs IWR →
Shared Holdings(32)
The top 10 shared positions account for 50% of the overlap, led by ESI, AWI and AVLA.
 ESIElement Solutions, Inc. | 0.52% | 0.06% | 0.06% |
|---|---|---|---|
 AWIArmstrong World Industries, Inc. | 0.94% | 0.06% | 0.06% |
 AVLAAir Lease Corp., Class A | 0.52% | 0.05% | 0.05% |
 QRVOQorvo, Inc. | 0.55% | 0.05% | 0.05% |
 SDASealed Air Corp. | 0.49% | 0.05% | 0.05% |
 ECGEverus Construction Group, Inc. | 0.80% | 0.05% | 0.05% |
| Gates Industrial Corp. plc | 0.41% | 0.05% | 0.05% |
 MKTXMarketAxess Holdings, Inc. | 0.41% | 0.04% | 0.04% |
 MSGSMadison Square Garden Sports Corp. | 0.77% | 0.04% | 0.04% |
 LYFTLyft, Inc., Class A | 0.70% | 0.04% | 0.04% |
 RALRalliant Corp. | 0.32% | 0.04% | 0.04% |
 ETSYEtsy, Inc. | 0.65% | 0.04% | 0.04% |
 1JKApellis Pharmaceuticals, Inc. | 0.55% | 0.03% | 0.03% |
 MRPMillrose Properties, Inc., Class A | 0.34% | 0.03% | 0.03% |
 CORTCorcept Therapeutics, Inc. | 0.50% | 0.03% | 0.03% |
 AGOAssured Guaranty Ltd. | 0.24% | 0.03% | 0.03% |
 VIRTVirtu Financial, Inc., Class A | 0.47% | 0.03% | 0.03% |
 ADTADT, Inc. | 0.15% | 0.03% | 0.03% |
 CWENClearway Energy, Inc., Class C | 0.44% | 0.03% | 0.03% |
 WSCWillScot Holdings Corp., Class A | 0.22% | 0.02% | 0.02% |
 FRPTFreshpet, Inc. | 0.24% | 0.02% | 0.02% |
 RNGRingCentral, Inc., Class A | 0.22% | 0.02% | 0.02% |
 HAYWHayward Holdings, Inc. | 0.17% | 0.02% | 0.02% |
 IRDMIridium Communications, Inc. | 0.24% | 0.02% | 0.02% |
 TDCTeradata Corp. | 0.18% | 0.02% | 0.02% |
Frequently Asked Questions
How much do IJT and IWR overlap?
IJT and IWR overlap by 1.0% of portfolio weight. They share 32 holdings (IJT holds 341 positions and IWR holds 806), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJT and IWR?
The two portfolios are 1.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IJT and IWR?
The largest positions held by both funds are ESI, AWI, AVLA, QRVO and SDA. Together the top 10 shared positions account for 50% of the total overlap.
What does IJT own that IWR doesn't?
309 positions (87.5% of IJT) are unique to IJT, led by PRIM, VIAV and AGX. In the other direction, 774 positions (98.7% of IWR) are unique to IWR.