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Upturn AI SWOT - About
iShares Russell Mid-Cap Growth ETF (IWP)
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Upturn Advisory Summary
08/29/2025: IWP (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 39.1% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 99.75 - 139.43 | Updated Date 06/29/2025 |
52 Weeks Range 99.75 - 139.43 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell Mid-Cap Growth ETF
ETF Overview
Overview
The iShares Russell Mid-Cap Growth ETF (IWRG) seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. It focuses on mid-cap companies expected to grow at an above-average rate compared to the broader market.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, known for providing a wide range of investment options and reliable tracking of underlying indices.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment products.
Investment Objective
Goal
To track the investment results of the Russell Midcap Growth Index, which measures the performance of the mid-capitalization growth sector of the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all of the stocks in the Russell Midcap Growth Index in proportion to their weighting in the index.
Composition The ETF primarily holds stocks of mid-sized companies with strong growth potential, generally focusing on companies in sectors such as technology, healthcare, and consumer discretionary.
Market Position
Market Share: Data unavailable to determine exact market share.
Total Net Assets (AUM): 1970000000
Competitors
Key Competitors
- VOT
- IWP
- JHML
Competitive Landscape
The ETF industry is highly competitive with many providers offering similar mid-cap growth ETFs. IWRG benefits from the established brand and scale of iShares, though VOT from Vanguard tends to have lower expenses. IWP, another growth ETF, may use a slightly different index methodology. JHML is another competitor in the space.
Financial Performance
Historical Performance: Historical performance data not available within this format.
Benchmark Comparison: Benchmark comparison not available within this format.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
The ETF typically has moderate average trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific developments (e.g., technology advancements, healthcare innovations) influence IWRG. Investor sentiment towards growth stocks also plays a significant role.
Growth Trajectory
The ETF's growth trajectory is closely tied to the performance of mid-cap growth stocks and the overall economic environment. There may be periodic rebalancing of holdings to reflect changes in the underlying index.
Moat and Competitive Advantages
Competitive Edge
IWRG benefits from the strong brand recognition and distribution network of iShares. Its established track record and substantial AUM contribute to investor confidence. The ETF's focused strategy on mid-cap growth companies provides targeted exposure. The efficient replication of the Russell Midcap Growth Index also helps with consistent performance tracking.
Risk Analysis
Volatility
Mid-cap growth stocks can be more volatile than large-cap or value stocks, which can lead to fluctuations in IWRG's value.
Market Risk
IWRG is susceptible to market risk associated with equities, including economic downturns, sector-specific weakness, and geopolitical events that may affect investor sentiment.
Investor Profile
Ideal Investor Profile
IWRG is suitable for investors seeking exposure to the growth potential of mid-sized U.S. companies and who are willing to accept a moderate level of risk.
Market Risk
The ETF is suitable for long-term investors aiming to diversify their portfolios with growth-oriented assets but is generally less suited to risk-averse investors or active traders seeking short-term gains.
Summary
The iShares Russell Mid-Cap Growth ETF provides exposure to the mid-cap growth segment of the U.S. equity market, tracking the Russell Midcap Growth Index. It is managed by BlackRock, a reputable ETF issuer, and offers a cost-effective way to access this market segment. While mid-cap growth stocks can be more volatile, they also offer potential for higher returns. This ETF is suitable for long-term investors who understand the risks and rewards associated with growth stocks and seek to diversify their portfolios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- etf.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share estimates are based on available data and may not be exact. Past performance is not indicative of future results. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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 Russell Mid-Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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.