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Upturn AI SWOT - About
iShares Morningstar Mid-Cap Value ETF (IMCV)
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Upturn Advisory Summary
10/24/2025: IMCV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.5% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 63.64 - 79.83 | Updated Date 06/29/2025 |
52 Weeks Range 63.64 - 79.83 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Morningstar Mid-Cap Value ETF
ETF Overview
Overview
The iShares Morningstar Mid-Cap Value ETF (IWS) seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics. It provides exposure to a broad range of mid-sized U.S. companies identified as value stocks, offering potential diversification benefits.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, known for its broad range of investment products and track record of reliability.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in asset management, providing a strong foundation for managing the ETF.
Investment Objective
Goal
The primary investment goal of the iShares Morningstar Mid-Cap Value ETF (IWS) is to track the investment results of the Morningstar Mid Value Index.
Investment Approach and Strategy
Strategy: IWS aims to track a specific index, the Morningstar Mid Value Index, which comprises mid-capitalization U.S. equities that exhibit value characteristics.
Composition The ETF primarily holds stocks of mid-sized U.S. companies identified as value stocks based on factors like price-to-earnings ratio, price-to-book ratio, and dividend yield.
Market Position
Market Share: Insufficient data to provide an accurate market share.
Total Net Assets (AUM): 787400000
Competitors
Key Competitors
- VTV
- VOE
- IJJ
Competitive Landscape
The mid-cap value ETF market is competitive, with several established players. IWS offers a straightforward approach to value investing through the Morningstar index. Competitors may use different weighting schemes or methodologies to identify value stocks, which might result in varying performance. IWS has advantages to the reliability and experience of iShares, along with deep liquidity.
Financial Performance
Historical Performance: Historical performance data is needed from financial data providers to complete this section.
Benchmark Comparison: Benchmark comparison requires historical performance data and index values to complete this section.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF's average trading volume indicates a reasonable level of liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, indicating the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates and GDP growth, sector growth prospects for financials, industrials, and consumer discretionary (common sectors in value ETFs), and overall market sentiment significantly influence IWS.
Growth Trajectory
Growth trends for IWS are influenced by investor demand for value strategies, shifts in market sentiment, and changes in the composition of the Morningstar Mid Value Index.
Moat and Competitive Advantages
Competitive Edge
IWS benefits from the established brand and reputation of iShares, which provides investor confidence. The ETF's relatively low expense ratio compared to some competitors provides cost advantages. Its transparent tracking of the Morningstar Mid Value Index offers a clear and defined investment strategy. Its deep liquidity enables investors to trade shares in the market.
Risk Analysis
Volatility
Historical volatility measures are necessary to assess the fundu2019s past behavior.
Market Risk
Specific risks associated with IWS include the potential for underperformance of value stocks relative to growth stocks, sector-specific risks within the financial, industrial, and consumer discretionary sectors, and general market fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor for IWS is one who seeks exposure to mid-cap U.S. value stocks as part of a diversified portfolio and has a long-term investment horizon.
Market Risk
IWS is suitable for long-term investors and passive index followers who want to incorporate value strategies in their investments. It is not ideal for short-term traders or active managers.
Summary
The iShares Morningstar Mid-Cap Value ETF (IWS) offers a straightforward way to access the mid-cap value segment of the U.S. equity market by tracking the Morningstar Mid Value Index. With a low expense ratio and the backing of BlackRock's iShares, it provides a cost-effective means for long-term investors to target value opportunities. However, it carries risks related to the value investment style and sector concentration. The ETF is most appropriate for investors looking for a passive, diversified exposure to mid-cap value stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data may not be exact.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Morningstar Mid-Cap Value ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of U.S. stocks issued by mid-capitalization companies that have exhibited "value" characteristics as determined by Morningstar, Inc."s proprietary index methodology.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.