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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
10/23/2026: IWP (1-star) is currently NOT-A-BUY. Pass it for now.
The iShares Russell Mid-Cap Growth ETF (IWP) provides exposure to mid-capitalization U.S. companies demonstrating growth characteristics, achieved by tracking the Russell Midcap Growth Index. Its primary strengths include high liquidity, management by a top-tier issuer (BlackRock), and a disciplined focus on mid-sized growth firms. It serves as a core growth component within a diversified equity portfolio. Investors should note risks related to higher volatility and sensitivity to interest rate fluctuations. This ETF is best suited for long-term growth-oriented investors, who should monitor market cycles and interest rate trends as key performance drivers.
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 | IWP is specifically constructed to capture companies with accelerating earnings and growth potential. |
| Momentum investor | Strong fit while signal remains positive | Mid-cap growth often captures momentum, provided the market trend remains favorable. |
| Value investor | Weak fit | This ETF intentionally excludes value-tilted stocks in favor of growth metrics. |
| Dividend/Income investor | Weak fit | Growth companies within the fund typically reinvest earnings rather than paying significant dividends. |
| Low-risk investor | Weak fit | Mid-cap stocks involve higher volatility than large-cap or broad-market indices. |
Investor Profile
Ideal Investor Profile
Investors with a long-term time horizon looking to add growth-oriented mid-cap exposure to a diversified portfolio.
Suitability
Best suited for long-term investors willing to tolerate volatility for potential growth; less suited for income-focused or risk-averse investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks inherently experience larger price swings than large-cap benchmarks. |
| Market risk | High | As an equity ETF, it is fully exposed to systemic economic and market downturns. |
| Concentration | Medium | While diversified, it focuses heavily on specific growth-oriented sectors like technology. |
| Tracking/expense | Low | The fund is a highly efficient passive vehicle with minimal tracking error. |
| Liquidity | Low | High trading volumes ensure that liquidity risk is minimal for individual retail investors. |
| Business/sector quality | Medium | Growth factor investing depends on the sustained innovation and profitability of the underlying companies. |
Risk Analysis
Volatility
IWP carries higher volatility than the S&P 500, reflective of its mid-cap and growth focus.
Market Risk
Investors face significant exposure to cyclical downturns and interest rate sensitivity inherent in mid-cap growth stocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 35 | This sector provides heavy exposure to software and technology firms driving mid-cap earnings growth. |
| Sector | Industrials | 18 | Industrial holdings offer cyclical growth potential within the mid-cap space. |
| Sector | Consumer Discretionary | 15 | This provides exposure to consumer spending trends and retail growth companies. |
| Sector | Healthcare | 14 | Healthcare stocks contribute to portfolio stability through specialized growth in medical and biotech sectors. |
| Other | Financials, Materials, and Cash | 18 | Diversified residual exposure across remaining sectors and cash ensures broad market representation. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
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 10/23/2026 |
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