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Upturn AI SWOT - About
iShares Russell Mid-Cap ETF (IWR)
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Upturn Advisory Summary
10/30/2025: IWR (2-star) is currently NOT-A-BUY. Pass it for now.
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 23.04% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.11 | 52 Weeks Range 72.95 - 95.10 | Updated Date 06/29/2025 |
52 Weeks Range 72.95 - 95.10 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Russell Mid-Cap ETF
ETF Overview
Overview
The iShares Russell Mid-Cap ETF (IWR) seeks to track the investment results of the Russell Midcap Index, providing exposure to U.S. mid-sized companies. The ETF offers diversified exposure across various sectors, reflecting the composition of the underlying index. Its investment strategy is passive, aiming to replicate the index's performance.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record of providing reliable investment products.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing index-tracking funds.
Investment Objective
Goal
The investment seeks to track the investment results of the Russell Midcap Index, which measures the performance of the mid-capitalization sector of the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF employs a passive management investment approach, attempting to replicate the performance of the Russell Midcap Index.
Composition The ETF holds stocks of mid-sized U.S. companies, spanning various sectors. It aims for broad diversification within the mid-cap segment.
Market Position
Market Share: IWR is a major ETF for investing in Mid Cap and it makes up 30% of the total Mid Cap index market share.
Total Net Assets (AUM): 74000000000
Competitors
Key Competitors
- SPDR S&P MidCap ETF (MDY)
- Vanguard Mid-Cap ETF (VO)
- Schwab U.S. Mid-Cap ETF (SCHM)
Competitive Landscape
The mid-cap ETF market is competitive, with IWR holding a significant market share. Advantages of IWR include its established brand and wide recognition. Disadvantages may include slightly higher expense ratios compared to some competitors like VO and SCHM. Each ETF tracks a slightly different version of mid-cap index based on the provider.
Financial Performance
Historical Performance: Historical performance data can be obtained from iShares website and financial data providers. (Past performance is not indicative of future results).
Benchmark Comparison: The ETF's performance is typically compared to the Russell Midcap Index. (Comparative data is readily available from financial data providers).
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The average daily trading volume of IWR is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and overall market sentiment can affect IWR's performance. Strong economic growth typically benefits mid-cap companies.
Growth Trajectory
Growth depends on mid-cap sector performance. Changes in index methodology or holding adjustments can also influence IWR.
Moat and Competitive Advantages
Competitive Edge
IWR's competitive edge stems from its association with iShares, a leading ETF provider, offering investors confidence in the fund's management and reliability. Its large AUM and high trading volume contribute to liquidity and tighter bid-ask spreads, enhancing its appeal. The ETF's focus on the widely-tracked Russell Midcap Index provides a clear and defined investment objective. IWR is the most liquid mid cap ETF with over 5 million shares traded daily.
Risk Analysis
Volatility
IWR's volatility generally mirrors that of the Russell Midcap Index. It is subject to market fluctuations.
Market Risk
The ETF is subject to market risk, including economic downturns, sector-specific challenges, and company-specific risks within its holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversified exposure to U.S. mid-cap stocks. Suitable for those looking for long-term capital appreciation.
Market Risk
IWR is suitable for long-term investors seeking broad mid-cap exposure and those who prefer passive index tracking.
Summary
The iShares Russell Mid-Cap ETF (IWR) is a popular and liquid ETF providing exposure to mid-sized U.S. companies. It tracks the Russell Midcap Index and offers broad diversification within the mid-cap segment. With its low expense ratio, high trading volume, and established brand, it's an attractive option for long-term investors. However, investors should consider market risks and compare it with similar ETFs to ensure it fits their investment goals.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- Morningstar
- Yahoo Finance
- etf.com
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should 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 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests 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 (i.e., depositary receipts representing securities of the 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.