Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares Russell Mid-Cap Growth ETF(IWP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IWP
09/25/2026: IWP (1-star) is currently NOT-A-BUY. Pass it for now.
IWP provides targeted exposure to U.S. mid-capitalization stocks that demonstrate strong growth potential. Managed by BlackRock, the fund offers high liquidity, cost efficiency, and consistent tracking of the Russell Midcap Growth Index, making it a reliable tool for growth-oriented portfolios. While it offers significant upside in bull markets, investors must be prepared for higher volatility and cyclical performance compared to large-cap indices. The fund is ideal for investors with a long-term horizon who are comfortable with the inherent risks of growth-factor investing. Success with this ETF requires monitoring interest rate trends and broader market sentiment regarding growth-style stocks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund specifically targets mid-sized companies with high growth characteristics, aligning perfectly with growth-focused objectives. |
| Momentum investor | Strong fit while signal remains positive | Mid-cap growth stocks often exhibit strong momentum trends during bull markets, making this a useful vehicle for trend-following. |
| Value investor | Weak fit | The fund’s growth mandate ignores traditional value metrics, focusing on price appreciation potential rather than fundamental cheapness. |
| Dividend/Income investor | Weak fit | Growth-oriented companies typically reinvest earnings rather than paying significant dividends, making this unsuitable for income seekers. |
| Low-risk investor | Mixed fit | Mid-cap stocks are inherently more volatile than large-cap stocks, which may exceed the risk tolerance of conservative investors. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a higher risk tolerance and an investment horizon exceeding five years.
Suitability
Best suited for long-term investors aiming to tilt their portfolio toward growth equities as part of a diversified core-satellite strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are susceptible to sharper price swings compared to large-cap benchmarks. |
| Market risk | Medium / high | The fund is fully exposed to systematic equity market downturns. |
| Concentration | Medium | The fund is diversified across many holdings, though sector concentration in Tech can skew performance. |
| Tracking/expense | Low | The low expense ratio and efficient replication minimize drag on total returns. |
| Liquidity | Low | High trading volume ensures investors can enter and exit positions without significant price impact. |
| Business/sector quality | Medium | Sector-specific headwinds in technology or industrials can disproportionately affect the fund's net asset value. |
Risk Analysis
Volatility
IWP experiences higher beta relative to the S&P 500, characteristic of the growth-style factor within the mid-cap space.
Market Risk
The fund is susceptible to systematic risks that affect the equity market, specifically those impacting sectors with high P/E ratios.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 35 | This sector allocation drives the fund's growth potential through exposure to software, semiconductors, and IT services firms. |
| Sector | Industrials | 18 | Industrial holdings provide exposure to mid-sized companies benefiting from economic expansion and infrastructure investment. |
| Sector | Consumer Discretionary | 16 | This sector exposure taps into middle-market retail and service companies that often grow faster than the broader economy. |
| Sector | Health Care | 14 | Includes mid-cap life sciences and medical device firms that contribute to the fund's growth and diversification profile. |
| Sector | Other | 17 | Remaining assets are diversified across Financials, Communication Services, and other sectors to balance risk. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 17.39% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $19.73B |
| Issuer | iShares |
| Expense Ratio | 0.23% |
| Distribution Yield | 0.35% |
| Inception | Jul 17, 2001 |
Performance
| Period | Total Return |
|---|---|
| YTD | +2.13% |
| 1 Year | -0.89% |
| 3 Year | +15.76% |
| 5 Year | +3.95% |
| 10 Year | +11.81% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 13.5% |
| 3Y Volatility | 18.14% |
| 3Y Sharpe Ratio | 0.56 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 4 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 74.27% |
| Small Cap | 16.27% |
| Large Cap | 9.19% |
| Micro Cap | 0.16% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 34.57% |
| Industrials | 18.04% |
| Healthcare | 14.17% |
| Consumer Cyclicals | 11.74% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 26.11x |
| Portfolio P/B | 9.25x |
| Portfolio P/S | 2.19x |
| Holdings Turnover | 26.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Cloudflare | 3.30% |
| Snowflake | 3.22% |
| Datadog | 2.43% |
| Robinhood Markets | 2.21% |
| Lumentum Holdings | 2.07% |
Upturn AI Summary
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.