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iShares Russell Mid-Cap ETF(IWR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IWR
11/12/2026: IWR (5-star) is a REGULAR-BUY. BUY for 7 days. Simulated Profits (-0.94%). Updated daily EoD!
The iShares Russell Mid-Cap ETF (IWR) provides broad, efficient exposure to the U.S. mid-cap equity market by tracking the Russell Midcap Index. Its primary strengths are its high liquidity, low expense ratio, and the institutional reliability of the iShares brand, making it a staple for core portfolio diversification. It is designed for investors seeking long-term capital appreciation rather than income, and it carries the inherent risks associated with equity markets, specifically the moderate-to-high volatility common in the mid-cap space. It is best suited for long-term investors who can withstand market fluctuations and are looking for a reliable, passive way to capture the mid-cap market premium.
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 | Mid-cap stocks often offer a higher growth potential than large-cap peers while providing more stability than small-caps. |
| Momentum investor | Strong fit while signal remains positive | The fund captures trends in mid-cap sectors that can experience extended periods of strong relative momentum. |
| Value investor | Mixed fit | As a broad market index fund, it includes both growth and value stocks, making it less specialized for a pure value strategy. |
| Dividend/Income investor | Mixed fit | While the fund holds dividend-paying companies, it is primarily focused on capital appreciation rather than income generation. |
| Low-risk investor | Weak fit | Mid-cap equities generally exhibit higher volatility than large-cap or broad market funds, unsuitable for conservative, risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor for IWR is a long-term participant looking for diversified equity growth and willing to tolerate moderate market volatility.
Suitability
Best suited for passive long-term investors seeking to capture the growth of mid-sized U.S. companies as part of a core portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are historically more sensitive to market shifts and economic cycles than large-cap stocks. |
| Market risk | Medium / high | Systemic market declines will directly impact the fund's net asset value due to its pure equity exposure. |
| Concentration | Low | The fund is highly diversified across hundreds of holdings, limiting the impact of any single stock failure. |
| Tracking/expense | Low | The fund maintains a low expense ratio and high tracking accuracy, minimizing cost drag on investor returns. |
| Liquidity | Low | High trading volume ensures that investors can trade the fund easily without significant price impact. |
| Business/sector quality | Medium | The fund is subject to the general performance of the mid-cap sector, which is sensitive to economic conditions. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IWR historically exhibits moderate-to-high volatility consistent with the mid-cap equity asset class.
Market Risk
The fund is fully exposed to systemic equity market risk, meaning its performance is tied to the collective health of U.S. mid-sized companies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 99.5 | Provides comprehensive, diversified exposure to the performance of mid-sized companies within the U.S. equity market. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Represents minor liquidity held for operational purposes and pending trade settlements. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 28.04% | Avg. Invested days 67 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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